Nvidia sent news that its market share was as high as 90, but it was miserable by its own family

Mondo Technology Updated on 2024-02-01

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Nvidia is the originator of graphics processors, accounting for most of the global GPU market share, but Nvidia's current business ** is basically concentrated in the field of artificial intelligence. The high-end AI chips provided by Nvidia sell well all over the world, and a news comes that Nvidia's AI chip market share is as high as 90%, but it is "miserable" by its own family.

Nvidia has many competitive advantages in the field of artificial intelligence, including its high-end AI chips such as A100 and H100. These chips have excellent performance and processing power, providing users with more efficient AI computing. For Chinese customers, NVIDIA's high-end AI chips bring many benefits.

The computing power of these chips enables Chinese customers to train and optimize large-scale AI models more quickly. This is important for industries that need to deal with large amounts of data and complex tasks, such as finance, healthcare, and smart manufacturing.

Demand determines the market, and under the huge demand of the Chinese market, Nvidia's orders are endless, setting record revenue one after another. According to the third quarter financial report released by Nvidia, the revenue was as high as 181$2 billion, with a profit of 104200 million US dollars, and in the same quarter, TSMC's profit was only 7.2 billion US dollars.

In terms of market capitalization, Nvidia's market capitalization is as high as 1$5.4 billion, which can top 2 TSMC.

In terms of market share, Nvidia has also won hemp, monopolizing 90% of the global AI chip market share, far ahead of its competitors, which can be described as a big profit. According to **, Nvidia plans to sell about 1.5 million to 2 million AI GPUs in 2024, which is three times its sales in 2023.

This shows NVIDIA's strong strength in the AI chip market and the growing market demand. As a leader in the AI industry, NVIDIA has been constantly innovating and pushing the boundaries of technology, and its dominance in the AI acceleration chip market is unquestionable.

Nvidia's market performance exceeded expectations, does it mean that you will be able to sit back and relax in the future? In fact, otherwise, Nvidia has been "miserable" by its own family. U.S. Secretary of Commerce Raimondo repeatedly ordered Nvidia not to provide advanced AI chips to Chinese mainland, which led to Nvidia only providing less advanced low-end products to China.

And in this part of the market, Nvidia is not without competitive pressure. Rivals Intel and AMD are working hard to develop competitive AI chips in an attempt to challenge Nvidia's lead.

With the rapid development of artificial intelligence technology, more and more competitors have emerged in the market, and local Chinese manufacturers are also strengthening the development of AI chips and strengthening the self-sufficiency of AI chips. In other words, chips that Nvidia cannot provide are likely to be met by China itself in the future.

This is something that Nvidia is worried about, so Nvidia has been persuading the top level of the United States not to do this, emphasizing that the Chinese market is irreplaceable, and losing it will cause heavy losses.

Nvidia's words did not make the top level of the United States listen, they only cared about their own selfishness, under the guise of "**", restricting the progress of their opponents. When China's AI chips rise in an all-round way, it depends on whether the United States will let go of shipments.

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