NVIDIA commands 90% of AI GPU market, competitors are 'years from catching up'

NVIDIA has reportedly secured itself a huge 90% of the AI GPU market share, which will see competitors in the AI GPU space with years before they can begin to catch up.

2

The huge race for AI GPU dominance sees NVIDIA set to sell 1.5 million to 2 million AI GPUs this year, with analysts from both Gartner and Moor Insights & Strategy both chiming into the AI GPU market share discussion. Moor Insights & Strategy CEO Patrick Moorhead said: "What NVIDIA does is they help create markets and that puts competitors in a very tough situation out there, because by the time they've caught up, NVIDIA is on to the next new thing".

Gartner VP analyst Chirag Dekate said: "Software continues to be NVIDIA's strategic moat. These ... turnkey experiences enable NVIDIA to be at the forefront of mindshare, as well as adoption".

• Read more: NVIDIA CEO Jensen Huang visits Taiwan, preparing for H200 and B100 AI GPUs
• Read more: Meta's long-term vision for AGI: 600,000 x NVIDIA H100-equivalent AI GPUs
• Read more: NVIDIA CEO Jensen Huang wins 'Best CEO of 2023' award by The Economist
• Read more: NVIDIA AI GPU shipments expected to surge 150% year-over-year in 2024
• Read more: Intel CEO on NVIDIA AI GPU dominance: they were 'extraordinarily lucky'

NVIDIA, with its eyes on 1.5 million to 2 million AI GPU shipments this year, is huge, a massive 3x increase over AI GPU shipments in 2023. NVIDIA will continue shipping its current-gen Hopper H100 AI GPU, while it's beefed-up Hopper H200 is right around the corner... speaking of corners, NVIDIA's next-gen Blackwell GPU architecture and B100 AI GPU will be released this year, too.