Challengers are Coming for Nvidia's Crown: In AI's Game of Thrones, Don't Count Out the Upstarts

IF 2.6 4区工程技术 Q2 ENGINEERING, ELECTRICAL & ELECTRONIC

IEEE Spectrum Pub Date : 2024-10-04 DOI:10.1109/MSPEC.2024.10705376

Matthew S. Smith

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.

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Nvidia王冠的挑战者即将到来：在人工智能的权力游戏中，不要轻视后起之秀

Nvidia 在人工智能领域的主导地位无论如何强调都不为过。Nvidia 公司成立于 1993 年，最初在个人电脑图形处理器（GPU）这一新兴领域崭露头角。但是，正是该公司的人工智能芯片，而不是个人电脑图形硬件，让 Nvidia 跃居全球最有价值公司的行列。事实证明，Nvidia 的 GPU 在人工智能领域同样出色。因此，它的股票价值是 2020 年初的 15 倍多；收入从 2019 财年的约 120 亿美元猛增到 2024 年的 600 亿美元；这家 AI 强企的尖端芯片就像沙漠中的水一样稀缺，令人向往。

本文章由计算机程序翻译，如有差异，请以英文原文为准。

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来源期刊

IEEE Spectrum 工程技术-工程：电子与电气

CiteScore

2.50

自引率

0.00%

发文量

254

审稿时长

4-8 weeks

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.