The Competition is Coming for Nvidia

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After a long, largely unimpeded run, the chipmakers’s challenge has finally arrived.

AI-generated image by Midjourney/Big Technology

It’s about to get hot in Nvidia’s kitchen. All year, competitors watched as the chipmaker added hundreds of billions in market cap and became AI operators’ go-to technology. They saw startups scrambling to rent time on its H100 chips, VCs buying thousands of them, and Nvidia CEO Jensen Huang go from relative unknown to tech icon in a blink. Here comes their response.

After ceding much of the early generative AI boom to Nvidia, these competitors are releasing — and proving the value of — chips that can run large language models in a similar fashion. Tech giants like Alphabet, Amazon, and Microsoft are designing their own AI chips and training models on them.


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