{"title":"Challengers are Coming for Nvidia's Crown: In AI's Game of Thrones, Don't Count Out the Upstarts","authors":"Matthew S. Smith","doi":"10.1109/MSPEC.2024.10705376","DOIUrl":null,"url":null,"abstract":"IT'S HARD TO OVERSTATE NVIDIA'S AI DOMINANCE. Founded in 1993, Nvidia first made its mark in the then-new field of graphics processing units (GPUs) for personal computers. But it's the company's AI chips, not PC graphics hardware, that vaulted Nvidia into the ranks of the world's most valuable companies. It turns out that Nvidia's GPUs are also excellent for AI. As a result, its stock is more than 15 times as valuable as it was at the start of 2020; revenues have ballooned from roughly US $12 billion in its 2019 fiscal year to $60 billion in 2024; and the AI powerhouse's leading-edge chips are as scarce, and desired, as water in a desert.","PeriodicalId":13249,"journal":{"name":"IEEE Spectrum","volume":"61 10","pages":"40-44"},"PeriodicalIF":2.6000,"publicationDate":"2024-10-04","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"IEEE Spectrum","FirstCategoryId":"5","ListUrlMain":"https://ieeexplore.ieee.org/document/10705376/","RegionNum":4,"RegionCategory":"工程技术","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q2","JCRName":"ENGINEERING, ELECTRICAL & ELECTRONIC","Score":null,"Total":0}
引用次数: 0
Abstract
IT'S HARD TO OVERSTATE NVIDIA'S AI DOMINANCE. Founded in 1993, Nvidia first made its mark in the then-new field of graphics processing units (GPUs) for personal computers. But it's the company's AI chips, not PC graphics hardware, that vaulted Nvidia into the ranks of the world's most valuable companies. It turns out that Nvidia's GPUs are also excellent for AI. As a result, its stock is more than 15 times as valuable as it was at the start of 2020; revenues have ballooned from roughly US $12 billion in its 2019 fiscal year to $60 billion in 2024; and the AI powerhouse's leading-edge chips are as scarce, and desired, as water in a desert.
期刊介绍：
IEEE Spectrum Magazine, the flagship publication of the IEEE, explores the development, applications and implications of new technologies. It anticipates trends in engineering, science, and technology, and provides a forum for understanding, discussion and leadership in these areas.
IEEE Spectrum is the world''s leading engineering and scientific magazine. Read by over 300,000 engineers worldwide, Spectrum provides international coverage of all technical issues and advances in computers, communications, and electronics. Written in clear, concise language for the non-specialist, Spectrum''s high editorial standards and worldwide resources ensure technical accuracy and state-of-the-art relevance.
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