2024-12-09 08:00 – Ištrauka iš laiško „Aida Daily: AI 'Godfather' Hinton Warns / DeepMind's Weather AI / Musk's $6B xAI Plan"
Nvidia vs. AMD: AI Chip Showdown
Nvidia continues to reign supreme in AI accelerators with up to 95% market share and a Q2 2023 data center revenue of $13.5B, thanks to powerhouse chips like the H100. However, its sky-high valuations might spook investors. Enter AMD, with its MI300X GPU powering Microsoft Azure and a doubled Q1 2024 data center revenue. At a more wallet-friendly price, AMD could be the underdog worth betting on in the booming $138B AI market by 2028.
