- The NVIDIA GPU remains the unshakable dorsal spine of the global progress of the AI
- Amazon and Google discreetly inform Jensen Huang before revealing the AI chip projects
- Cloud computing giants still cannot survive without the offer of Critical Gpu of Nvidia
NVIDIA has established a level of control over AI equipment that few other companies in the technological sector can match.
The GPUs of the company have become the essential foundation of modern AI tools, large -scale cloud computing services and workloads of the data center.
This domination means that competitors and partners are forced to recognize Nvidia’s influence in industry.
Amazon and Google deference
Large companies such as Amazon and Google even inform the CEO of Nvidia, Jensen Huang, before the announcements linked to their own AI flea programs.
Information Note: “At the center of all this is Huang, to whom other leaders of the industry have unusual forms of deference.”
The two companies seek to reduce dependence on Nvidia, but they still choose to inform Huang first, reflecting its position in the industry hierarchy.
The initiates suggest that this deference occurs because “Cloud Computing companies from Amazon and Google cannot survive without access to the NVIDIA GPUs”.
While the two companies explore their own internal conceptions, the reality is that their largest AI projects remain dependent on the material of Nvidia.
The extent of demand is so vast that a single collaboration between Openai and Nvidia could consume four to five million GPUs.
Orders for the AI GB300 server have also been described as “unimaginable” by a quanta AI frame.
Thus, in practice, even the largest companies cannot bypass the awareness of Huang if their projects require millions of Nvidia GPU.
Despite AMD and Intel’s efforts, the example of Nvidia in GPU AI technology seems secure. The DMLA has not yet committed the gap, and Intel is often described as operating on the sidelines.
For the moment, Huang is considered to be the “GPU godfather of AI”, a figure whose surveillance of the sector makes it difficult for competitors to progress without attracting its attention.
The concentration of power in a single company raises questions about the sustainability of the current situation.
If Amazon and Google succeed in their internal conceptions, balance could change over time.
However, the continuous dependence of NVIDIA GPUs shows how difficult it will be to change the structure of the market.
Via tweaktown
