The article discusses the potential for chip startups to challenge Nvidia’s dominance in the artificial intelligence (AI) chip market by 2025. It highlights that while Nvidia currently holds a significant market share, estimated at around 80% for AI chips, new players are emerging with innovative chip designs tailored for AI workloads. These startups, backed by billions in venture capital funding, are developing chips that could outperform Nvidia’s offerings in terms of performance, efficiency, and cost-effectiveness. The article mentions companies like Cerebras Systems, Graphcore, and SambaNova Systems as key contenders. It also notes that established tech giants like Google, Amazon, and Microsoft are investing heavily in developing their own AI chips, further intensifying the competition. The article suggests that Nvidia’s market share could drop to around 60% by 2025 as these new entrants gain traction, potentially disrupting the AI chip landscape and driving innovation in the field.
Source: https://www.businessinsider.com/chip-startups-nvidia-market-share-2025-2024-12