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NVIDIA

Leading GPU manufacturer whose hardware powers most AI training and inference.

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Definition

NVIDIA dominates AI hardware with GPUs essential for training and running modern AI models.

  • **Key AI Products:**
  • H100: Current flagship for AI training
  • A100: Previous generation workhorse
  • RTX 4090: Consumer GPU for local AI
  • Grace Hopper: CPU+GPU superchip
  • **Software Stack:**
  • CUDA: GPU programming platform
  • cuDNN: Deep learning primitives
  • TensorRT: Inference optimization
  • Triton: Inference server

Why NVIDIA Dominates: - CUDA ecosystem (15+ years) - Hardware optimization for AI - Software support - First-mover advantage

Market Position: - ~80% of AI training market - Multi-trillion dollar company - AI infrastructure backbone

Competitors: - AMD (MI300X) - Intel (Gaudi) - Google (TPU) - Custom chips (Groq, Cerebras)

Examples

Training GPT-4 required thousands of NVIDIA A100 GPUs.

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