NVIDIA has reportedly secured itself a huge 90% of the AI GPU market share, which will see competitors in the AI GPU space with years before they can begin to catch up.
The huge race for AI GPU dominance sees NVIDIA set to sell 1.5 million to 2 million AI GPUs this year, with analysts from both Gartner and Moor Insights & Strategy both chiming into the AI GPU market share discussion. Moor Insights & Strategy CEO Patrick Moorhead said: "What NVIDIA does is they help create markets and that puts competitors in a very tough situation out there, because by the time they've caught up, NVIDIA is on to the next new thing".
Gartner VP analyst Chirag Dekate said: "Software continues to be NVIDIA's strategic moat. These ... turnkey experiences enable NVIDIA to be at the forefront of mindshare, as well as adoption".
- Read more: NVIDIA CEO Jensen Huang visits Taiwan, preparing for H200 and B100 AI GPUs
- Read more: Meta's long-term vision for AGI: 600,000 x NVIDIA H100-equivalent AI GPUs
- Read more: NVIDIA CEO Jensen Huang wins 'Best CEO of 2023' award by The Economist
- Read more: NVIDIA AI GPU shipments expected to surge 150% year-over-year in 2024
- Read more: Intel CEO on NVIDIA AI GPU dominance: they were 'extraordinarily lucky'
NVIDIA, with its eyes on 1.5 million to 2 million AI GPU shipments this year, is huge, a massive 3x increase over AI GPU shipments in 2023. NVIDIA will continue shipping its current-gen Hopper H100 AI GPU, while it's beefed-up Hopper H200 is right around the corner... speaking of corners, NVIDIA's next-gen Blackwell GPU architecture and B100 AI GPU will be released this year, too.
