Nvidia’s AI solutions are currently at the top of the world, but disruption is coming. Its competitors (e.x. Google, Meta, Microsoft, Amazon, Intel, AMD) has unleashed an unprecedented plan of building out their own AI infrastructure.
AI Hardware and Software:
AMD’s GPUs, Intel’s Gaudi, Meta’s MTIA, Microsoft’s Athena are all at various stages of maturity in their software stack, but it is clear. The software gap although still relevant, is nowhere close to as big as was in the past. While Nvidia still maintains the hardware lead, that is going to be closed very soon too. Both AMD’s MI300 and Intel’s Gaudi 3 are launching with technically superior hardware compared to Nvidia’s H100 within the next few months.
Nvidia saw the writing on the wall years ago. The tech giants have been trying to displace all their hardware needs and eat Nvidia’s lunch.
Under that lens, there is a very legitimate argument to hear that Nvidia will not be able to maintain their market share or margins going forward due to this competitive threat.
Of course, Nvidia isn’t sitting on their hands. While Nvidia is extremely successful, they are also one of the most paranoid firms in the industry, from management style to roadmap decisions. Jensen Huang embodies the spirit of Andy Grove.
Success breeds complacency. Complacency breeds failure. Only the paranoid survive.
Andy Grove
As such, Nvidia embarked on a very ambitious and risky multi-pronged strategy to remain atop the market for AI hardware. Nvidia’s plan are to transcend the comparisons with traditional competitors like Intel and AMD and ascend to the rank of tech giants. They want to become a peer of Google, Microsoft, Amazon, Meta, and Apple. However, Nvidia’s – Cloud, Software, and acquisition strategy is one to watch closely.
Do not miss this opportunity where AI and Blockchain will disrupt our world, for coming decades. I have my own plan to take part in this race. Lets walk through in coming weeks – AI and Blockchain findings/studies/position, will be highlighted in detail.
Stay tuned for Part 2…
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