Nvidia’s Hardware and Software Competition 8/24/23
TechCheck
English - August 24, 2023 18:52 - 6 minutes - 5.5 MB - ★★★★★ - 51 ratingsTechnology Business Investing disruptors cnbc faang tech technology Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Nvidia’s High-Stakes Earnings 8/23/23
Next Episode: TechCheck+ Dethroning Nvidia 8/29/23
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.