Nvidia dominates discrete GPU market with 92% share despite shifting focus to AI

Amazon has launched on-premises Nvidia ‘AI Factories’ in collaboration with Nvidia, integrating AWS technology with Nvidia's advanced AI chips to enhance its artificial intelligence capabilities. This initiative aims to provide businesses with robust AI solutions tailored for on-site deployment.

Pat Gelsinger, the former CEO of Intel, has returned to the chipmaking industry by securing a deal with xLight valued at up to $150 million, funded by the 2022 Chips and Science Act aimed at fostering early-stage technology companies. This move marks Gelsinger's re-entry into a sector he previously led at Intel, highlighting his ongoing influence in the semiconductor landscape.

Google has shifted its focus to using its own Tensor Processing Units (TPUs) for its AI system, Gemini, marking a significant departure from its previous reliance on Nvidia's GPUs, which have long dominated the AI chip market.

Mistral AI has launched the Mistral 3 family, a suite of 10 open-source AI models designed for various platforms, including laptops, drones, and edge devices. This release marks a significant step in the company's strategy to compete against major players like OpenAI and Google by providing accessible AI solutions across different applications.

Nvidia has announced significant advancements in both open digital and physical AI, focusing on applications such as autonomous driving, speech recognition, and AI safety. This initiative aims to propel the company forward in the rapidly evolving AI landscape.

TSMC and Intel are embroiled in a dispute over allegations of trade secret theft following the transition of a former TSMC executive to Intel. This situation has raised concerns about the integrity of corporate practices within the semiconductor industry, particularly regarding proprietary information.

Nvidia showcased new AI models for autonomous driving and speech processing at the NeurIPS conference, highlighting its commitment to advancing artificial intelligence technologies. This presentation underscores Nvidia's role as a leader in AI innovation, particularly in sectors that require sophisticated machine learning capabilities.

At a recent forum in Tokyo, Masayoshi Son, founder of SoftBank, expressed deep regret over the company's decision to sell its $5.83 billion stake in Nvidia, stating he was emotional about the loss but needed the funds to invest in OpenAI. This move highlights SoftBank's strategic shift towards artificial intelligence investments amid a challenging market landscape.