Nvidia’s GPUs play a vital role in supporting AI models, but a shortage in the face of huge demand has left an opening for rivals to swoop in.
Few exert as much power and influence as the $1 trillion chip behemoth because of its graphics processing units (GPUs), which have proven to be the vital source of the compute power needed to train the large language models behind apps like OpenAI’s ChatGPT and Google’s Bard. Demand for Nvidia’s GPUs, like the $40,000 H100, have been so great that CEO Jensen Huang is reportedly preparing to triple production next year in the face of shortages.
