Reported 8 months ago
In June 25, 2024, AI chip giant NVIDIA faces competition as eight major tech companies, including Intel and AMD, establish the UALink alliance to challenge NVIDIA's dominance in the AI field. With a combined market value of 7.6 trillion USD, the alliance aims to set new interconnection technology standards for AI data center networks, posing a threat to NVIDIA's leading position. While the alliance's impact is significant, it may take until 2026 for its first product to launch, potentially lagging behind NVIDIA's new Rubin GPU architecture. Time to Market is crucial in seizing the AI market, as pointed out by industry experts.
Source: YAHOO