NVIDIA monopolizes 90% of the AI ​​market share: AMD's performance catches up to 80%, but the software is too unbeatable

According to news on July 11, the AI ​​market is currently the hottest chip track. NVIDIA’s Q2 quarter performance this year doubled than expected thanks to the explosion of AI chip orders. In this field, their share is larger than that of the game card market. To exaggerate, one company holds 90% of the market share.

A report from Citi research analyst Christopher Danely shows that NVIDIA will occupy "at least 90%" of the AI ​​chip market, with AMD ranking second.

Danely also gave a performance comparison of the AI ​​chips on both sides. The previous generation of AI chips competed with MI250 and A100, and the performance of AMD hardware was about 80% that of NVIDIA.

Among the two latest generation products, NVIDIA H100 and AMD's MI300 also perform similarly. The latter can catch up to about 80% of the performance of the former.

The gap between the two AI chips is not only in hardware performance, but also in the software ecosystem. In this regard, NVIDIA has developed CUDA for more than 10 years, which has 4 million developers. All kinds of AI applications are the first to support the CUDA environment. AMD's ROCm is still in the process of making up lessons, starting to support Windows systems, adding support for Radeon game cards, and expanding from high-end graphics cards to the mainstream graphics card market.

[Source: Kuai Technology]

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