Nvidia’s Hardware and Software Competition 8/24/23

Nvidia’s blowout earnings is flexing its dominance in AI. Revenue at its data center segment, which includes AI chips like the A100 and H100, jumped 141% just from the last quarter. But are the cracks in that already beginning to show? Competition is beginning to emerge – on a software level from startups working on tools to reduce the cost of training and running machine learning models, and on the hardware front – from chipmakers and cloud service providers starting to produce their own AI chips.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.