According to a note by Citi analysts, NVIDIA (NASDAQ:NVDA) is poised to replicate Intel’s dominance in the servers market, but this time in the AI chips market. The analysts’ assessment is based on the findings of AI chips testing conducted by MosaicML, an AI startup. The results of the tests indicated that AMD’s MI250 AI chip operated at approximately 80% of the speed exhibited by Nvidia’s preceding generation A100 AI chip.
The analysts anticipate a similar pattern with NVDA’s H100 compared to AMD’s MI300, and they maintain the expectation that NVIDIA will maintain a significant advantage in both AI performance and market share over AMD. This prediction is driven by NVIDIA’s superior speed and ecosystem.
In fact, the analysts predict that NVIDIA will capture a minimum of 90% market share in AI graphics going forward.