Jin10 reported that recent market chatter about Google (GOOG.O) developing its own TPU has raised concerns about its impact on NVIDIA's AI chip market share. NVIDIA CEO Jen-Hsun Huang stated that the AI market is vast and growing rapidly, with competition happening every day, and NVIDIA must continue to “run faster.” He emphasized that NVIDIA's positioning is “very unique and solid,” with the core being the high versatility of GPUs and the platform, which can be deployed in various cloud environments and is currently the only system capable of running all AI models. Regardless of customer demands, NVIDIA can provide complete solutions.
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Jen-Hsun Huang emphasizes that NVIDIA GPUs are hard to replace and is not afraid of market competition.
Jin10 reported that recent market chatter about Google (GOOG.O) developing its own TPU has raised concerns about its impact on NVIDIA's AI chip market share. NVIDIA CEO Jen-Hsun Huang stated that the AI market is vast and growing rapidly, with competition happening every day, and NVIDIA must continue to “run faster.” He emphasized that NVIDIA's positioning is “very unique and solid,” with the core being the high versatility of GPUs and the platform, which can be deployed in various cloud environments and is currently the only system capable of running all AI models. Regardless of customer demands, NVIDIA can provide complete solutions.