Nvidia's Lead in Generative AI Market Unchallenged Despite AMD's New AI Chip Launch: Analysts
Portfolio Pulse from Anusuya Lahiri
Nvidia remains the leader in the generative AI chip market despite AMD's new AI chip launch, the MI300X. Analysts believe that AMD's chip will not be able to compete with Nvidia's H100, which has been in the market for 18 months. AMD has not identified potential customers and does not plan to ramp up production until Q4 2022.
June 15, 2023 | 6:29 pm
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POSITIVE IMPACT
Nvidia's lead in the generative AI chip market remains unchallenged despite AMD's new AI chip launch, with analysts believing the H100 will continue to dominate.
Nvidia's H100 has been in the market for 18 months, giving it a considerable lead over AMD's new chip. Analysts believe that rivals will struggle to compete with Nvidia in the most advanced AI chips, and it will take a decade for them to match Nvidia's software. This indicates a positive short-term impact on Nvidia's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
AMD's new AI chip, the MI300X, is not expected to challenge Nvidia's dominance in the generative AI chip market, as it lacks potential customers and production ramp-up plans.
AMD has not identified potential customers for its new AI chip and does not plan to ramp up production until Q4 2022. Analysts believe that AMD's chip will not be able to compete with Nvidia's H100, which has been in the market for 18 months. This indicates a negative short-term impact on AMD's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Broadcom's AI-related sales are not likely to come from the market dominated by Nvidia, as the latter continues to lead the generative AI chip market.
Nvidia's dominance in the generative AI chip market makes it difficult for competitors like Broadcom to gain traction in this segment. This indicates a negative short-term impact on Broadcom's stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Intel is betting on an evolution in the generative AI market to drive demand for other processors, as it struggles to compete with Nvidia in the most advanced AI chips.
Intel is struggling to compete with Nvidia in the most advanced AI chips and is betting on an evolution in the generative AI market to drive demand for other processors. This indicates a negative short-term impact on Intel's stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Marvell Technology's AI-related sales are not likely to come from the market dominated by Nvidia, as the latter continues to lead the generative AI chip market.
Nvidia's dominance in the generative AI chip market makes it difficult for competitors like Marvell Technology to gain traction in this segment. This indicates a negative short-term impact on Marvell's stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50