"And now, Nvidia is the largest suppler by a long shot of chips for artificial intelligence. Its GPUs have proven to be the best option for training and running AI models. Developers from OpenAI to Google, Anthropic, Meta and Amazon, along with a host of specialized startups, are fighting to get their hands on Nvidia chips. That high demand has made the manufacturer the most valuable company in the world."
"But its clients are hungry for alternatives. Nvidia has a long waiting list, and there's another factor at play: there is no real competition to keep the price of its chips down. As Intel struggles in the sector, AMD is increasing its presence, and startups like Cerebras and Groq which, incidentally, Nvidia all but swallowed up in a recent $20 billion deal have developed specialized processors."
Nvidia dominates the AI chip market with GPUs widely used for training and running models, making it the most valuable company. High demand and limited competition have created long waiting lists and elevated prices. Competitors such as AMD and startups like Cerebras and Groq have developed specialized processors, but supply and performance alternatives remain limited. Major cloud and AI developers are investing in in-house silicon: Amazon released Trainium3, Google unveiled seventh-generation TPUs named Ironwood, Microsoft is pursuing internal chips for data centers, and OpenAI partnered with Broadcom to produce custom processors.
Read at english.elpais.com
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