Nvidia's Leading Position Challenged as Industry Giants Support OpenAI's New Developer Software
Nvidia's Leading Position Challenged as Industry Giants Support OpenAI's New Developer Software
Nvidia Corp's (NASDAQ:NVDA) rivals and significant clients are supporting an initiative led by OpenAI to develop software that facilitates the switch from Nvidia's chips for artificial intelligence development.
英偉達公司（納斯達克股票代碼：NVDA）的競爭對手和重要客戶正在支持由OpenAI領導的一項計劃，該計劃旨在開發軟件，以促進從Nvidia的芯片切換到人工智能開發。
Despite Nvidia's near monopoly on chips necessary for large AI systems, competitors like Intel Corp (NASDAQ:INTC), Advanced Micro Devices, Inc (NASDAQ:AMD), and Qualcomm Inc (NASDAQ:QCOM) are targeting Nvidia's software platform, Cuda, to attract its customers, the Financial Times reports.
《金融時報》報道，儘管英偉達幾乎壟斷了大型人工智能系統所需的芯片，但英特爾公司（納斯達克股票代碼：INTC）、先進微設備公司（納斯達克股票代碼：AMD）和高通公司（納斯達克股票代碼：QCOM）等競爭對手正在瞄準英偉達的軟件平台Cuda來吸引其客戶。
Industry experts highlight that Nvidia's real strength lies in its Cuda software platform, which optimizes chips for accelerated AI applications, not just its powerful processors.
業內專家強調，Nvidia的真正優勢在於其Cuda軟件平台，該平台爲加速的人工智能應用優化芯片，而不僅僅是其強大的處理器。
Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT), and Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google engineers are contributing to developing Triton, a software introduced by OpenAI in 2021 designed to enhance code efficiency across various AI chips, aiming to diminish Nvidia's dominance in AI hardware.
Meta Platforms Inc（納斯達克股票代碼：MSFT）、微軟公司（納斯達克股票代碼：MSFT）和Alphabet Inc（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）谷歌工程師正在參與開發Triton，該軟件由OpenAI於2021年推出，旨在提高各種人工智能芯片的代碼效率，旨在削弱英偉達在人工智能硬件中的主導地位。
Since introducing its Cuda software in 2006, Nvidia has significantly invested in developing a wide array of software tools, enhancing the ease and speed of running AI applications on its GPUs. This has led to a software-first strategy in its business model.
自2006年推出Cuda軟件以來，Nvidia在開發各種軟件工具方面進行了大量投資，從而提高了在其GPU上運行AI應用程序的便捷性和速度。這促成了其商業模式中的軟件優先戰略。
However, the high cost and limited availability of Nvidia's advanced products, such as the H100 and forthcoming GB200 "super chip," have compelled major clients such as Microsoft, Amazon, and Meta to explore alternatives or develop their technologies.
但是，Nvidia先進產品（例如H100和即將推出的 GB200 “超級芯片”）的高成本和有限的可用性迫使微軟、亞馬遜和Meta等主要客戶探索替代方案或開發他們的技術。
The dependence on Nvidia's Cuda software complicates transitioning to other processors, like AMD's MI300 or Intel's Gaudi 3.
對英偉達Cuda軟件的依賴使向其他處理器（例如AMD的 MI300 或英特爾的高迪 3）的過渡變得複雜。
Meanwhile, Nvidia analysts expect the chip designer to beat and raise in the April quarter, expecting Blackwell to be completely sold out, at least for a year.
同時，英偉達分析師預計，這家芯片設計師將在4月份的季度超額上漲並上漲，預計布萊克韋爾將完全售罄，至少在一年內是如此。
NVDA Price Action: Nvidia shares traded lower by 0.99% at $939.45 at last check on Tuesday.
NVDA價格走勢：英偉達股價在週二的最後一次檢查中下跌0.99％，至939.45美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審閱和發佈。
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譯文內容由第三人軟體翻譯。