英伟达，无法战胜？

Core Insights - Nvidia holds a dominant position in the AI GPU market with a market share of 94%, an increase of 2% from the previous quarter, and is projected to generate $49 billion in AI-related revenue this year, nearly 40% higher than last year [2] - Nvidia's market valuation has reached $4.6 trillion, making it the first company in history to surpass the $4 trillion mark, with Microsoft following closely behind [2] - Major companies like Google and Amazon still rely heavily on Nvidia's GPUs for their AI workloads, indicating Nvidia's significant influence in the industry [4] Nvidia's Market Control - Nvidia's CUDA toolkit reinforces its dominance, making it challenging for developers to switch to competitors like Google's TPU or AMD's GPUs without incurring substantial costs and delays [4] - Maintaining good relations with Nvidia is seen as a strategic move for companies like Google and Amazon, despite their intentions to develop custom chips [4] Geopolitical Factors and Competition - Recent geopolitical tensions have led to a ban on Chinese companies like ByteDance and Alibaba from purchasing Nvidia's RTX Pro 6000D chips, which are designed to comply with U.S. export regulations [5] - Despite the ban, Alibaba has announced a partnership with Nvidia, highlighting the complexities of the U.S.-China trade relationship [5] Competitors' Developments - Amazon is developing a custom chip called Trainium 3, set to launch in December 2024, aimed at creating supercomputers independent of Nvidia [7] - Google has been working on its TPU, now in its seventh generation, named Ironwood, which shows significant performance improvements but still faces challenges in adoption outside of Nvidia's ecosystem [8]