- The NVIDIA GPUs remain the unwavering backbone of the global progress of AI
- Amazon and Google discreetly notify Jensen Huang before revealing AI chips projects
- Cloud computing giants cannot survive without the Critical Nvidia GPU supply
Nvidia has established a level of control over the Hardware of AI that few other companies in the technology sector can match.
The company’s GPUs have become the essential basis for modern AI tools, large -scale cloud computing services and data center workloads.
This domain means that competitors and partners are forced to recognize Nvidia’s influence on the industry.
Amazon and Google Deference
Large companies such as Amazon and Google even report the CEO of Nvidia, Jensen Huang, before the ads related to their own AI Chip programs.
The information He points out: “In the center of everything is Huang, whom other leaders in the industry show unusual forms of deference.”
Both companies seek to reduce Nvidia dependence, but still choose to notify Huang first, which reflects their position in the industry hierarchy.
Experts suggest that this deference arises because “Amazon and Google cloud computing companies cannot survive without access to NVIDIA GPUs.”
While both companies explore their own internal designs, the reality is that their largest projects continue to depend on NVIDIA hardware.
The demand scale is so vast that a single collaboration between Openai and Nvidia could consume four to five million GPUs.
Orders for the GB300 AI server have been described similarly as “unimaginable” by an AI Executive.
Therefore, in practice, even the largest companies cannot overlook Huang’s consciousness if their projects require millions of NVIDIA GPU.
Despite AMD and Intel’s efforts, Nvidia’s leadership in AI’s GPU technology seems safe. AMD has not yet closed the gap, and Intel is often described as operating on the sidelines.
For now, Huang is seen as the “sponsor of the GPU AI”, a figure whose supervision of the sector makes it difficult for rivals to move without attracting their attention.
The concentration of power in a single company raises questions about how sustainable the current situation is.
If Amazon and Google are successful with their internal designs, balance could change over time.
However, the continuous dependence of the NVIDIA GPUs shows how difficult the market structure will be to change.
Via Tweaktown
