英伟达市占高达71.2%，AMD仅为5.8%

Core Insights - NVIDIA holds a dominant position in the cloud accelerator market with a 71.2% market share, while AMD only accounts for 5.8% [2] - NVIDIA has successfully deployed its GPUs in 258 data centers, indicating strong demand for its products [2] - The potential for market share competition exists between NVIDIA and AMD as more data centers adopt AMD accelerators [3] Market Share Analysis - NVIDIA's GPUs, including older models like A100 and H100, continue to capture significant portions of the GPU cloud market [2] - AMD's Instinct MI GPUs are deployed in only 21 out of 359 data centers, highlighting their limited presence in the cloud services sector [3] - Custom ASIC designs represent a substantial market opportunity, with 22.3% of data centers utilizing such designs, driven by products like Google's TPU and AWS Trainium [3] Executive Insights - Jensen Huang, CEO of NVIDIA, expresses satisfaction with his life and career, emphasizing the company's role in driving the AI revolution [4] - Huang's recent meetings with political figures, including former President Trump, may lead to eased export restrictions on NVIDIA chips to lucrative markets like China and the Middle East [4][5] - The potential lifting of export controls could significantly benefit NVIDIA, allowing access to a market worth billions [6]