Denemek ALTIN - Özgür
How A Shifting AI Chip Market Will Shape The Future Of Nvidia
Mint Mumbai
|February 27, 2024
The AI chip battle that Nvidia has dominated is already shifting to a new front—one that will be much larger but also more competitive.
Nvidia built itself into a $2 trillion company by supplying the chips essential for the incredibly complicated work of training artificial intelligence models. As the industry rapidly evolves, the bigger opportunity will be selling chips that make those models run after they are trained, churning out text and images for the fast-growing population of companies and people actually using generative AI tools.
Right now, that shift is adding to Nvidia's blockbuster sales. Chief Financial Officer Colette Kress said this past week that more than 40% of Nvidia's data center business in the past year - when revenue exceeded $47 billion - was for deployment of AI systems and not training. That percentage was the first significant indication that the shift is underway.
Kress's comments allayed some concerns that the shift toward chips for deploying AI systems those that do what is called "inference" work threatens Nvidia's position because that work can be done with less powerful and less-expensive chips than those that have made Nvidia the leader of the AI boom.
"There is a perception that Nvidia's share will be lower in inferencing vs. training," Ben Reitzes, an analyst at Melius Research, said in a note to clients. "This revelation helps shed light on its ability to benefit from the coming inferencing explosion."
Many rivals believe they have a better shot in the AI market as chips for inferencing become more important.
Intel, which makes central processing units that go into data centers, believes its chips will be increasingly appealing as customers focus on driving down the cost of operating AI models. The kinds of chips Intel specializes in are already widely used in inferencing, and it isn't as critical to have Nvidia's cutting-edge and more expensive H100 AI chips when doing that task.
Bu hikaye Mint Mumbai dergisinin February 27, 2024 baskısından alınmıştır.
Binlerce özenle seçilmiş premium hikayeye ve 9.000'den fazla dergi ve gazeteye erişmek için Magzter GOLD'a abone olun.
Zaten abone misiniz? Oturum aç
Mint Mumbai'den DAHA FAZLA HİKAYE
Mint Mumbai
WhiteSpace Consulting & Capability Building: Healthcare consulting that delivers
In healthcare and life sciences, ideas are abundant.
1 min
January 24, 2026
Mint Mumbai
‘Train Dreams’ and the magic of the ordinary
Clint Bentley's film, starring Joel Edgerton, is a mysterious and intimate frontier story
3 mins
January 24, 2026
Mint Mumbai
Trai starts review of DLC tariffs after 10 yrs
Banks, IT firms and data centres could see price changes for the private high-speed broadband lines they use to move data securely and run critical operations, as the telecom regulator has initiated its first review of domestic leased circuits (DLCs) prices in over a decade.
1 min
January 24, 2026
Mint Mumbai
Budget may update MSME debt framework to provide relief
The development assumes significance given that India's 7.4 million MSMEs contribute about 45% to its exports, about 30% of India’s total economic output and employ 330 million people.
2 mins
January 24, 2026
Mint Mumbai
The Buddhist monks who live by violence
Sonia Faleiro’s new book explores violence in Sri Lanka, Myanmar and Thailand through the lens of the past and present
5 mins
January 24, 2026
Mint Mumbai
When women’s dignity becomes policy, development becomes truly human
India’s economic rise will be meaningful only when it moves hand in hand with the health, dignity, and the financial independence of its women.
2 mins
January 24, 2026
Mint Mumbai
Inside Cosmo First's move beyond packaging
In 1981, when India’s packaging industry was primitive, technical expertise scarce, and global competitors formidable, Ashok Jaipuria saw what others missed.
1 mins
January 24, 2026
Mint Mumbai
Helping children through their parents' separation
Books, films, and friends can help deal with the sense of anxiety children feel when their adoptive parents separate
4 mins
January 24, 2026
Mint Mumbai
Top steel cos face CCI pricing probe
Four major steelmakers— Tata Steel, JSW Steel and state-run SAIL and RINL —disclosed their pricing plans to rivals and coordinated production cuts to reduce supplies, an antitrust investigation report seen by Reuters shows.
1 min
January 24, 2026
Mint Mumbai
How Chapal Bhaduri transformed into Chapal Rani
A new book captures the life and career of Chapal Bhaduri, the last great female impersonator of Bengali theatre
4 mins
January 24, 2026
Listen
Translate
Change font size

