AMD' AI chip MI300 is 40% cheaper than NVDA' H100, people th
They will gain market share from NVDA. Currently NVDA controls 90% high end AI chip. But NVDA' next generation H200 and Blackwell B100 will be in production late this year.
They will gain market share from NVDA. Currently NVDA controls 90% high end AI chip. But NVDA' next generation H200 and Blackwell B100 will be in production late this year.