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.
英伟达公司（纳斯达克股票代码：NVDA）的竞争对手和重要客户正在支持由OpenAI领导的一项计划，该计划旨在开发软件，以促进从Nvidia的芯片切换到人工智能开发。
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.
《金融时报》报道，尽管英伟达几乎垄断了大型人工智能系统所需的芯片，但英特尔公司（纳斯达克股票代码：INTC）、先进微设备公司（纳斯达克股票代码：AMD）和高通公司（纳斯达克股票代码：QCOM）等竞争对手正在瞄准英伟达的软件平台Cuda来吸引其客户。
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.
业内专家强调，Nvidia的真正优势在于其Cuda软件平台，该平台为加速的人工智能应用优化芯片，而不仅仅是其强大的处理器。
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（纳斯达克股票代码：MSFT）、微软公司（纳斯达克股票代码：MSFT）和Alphabet Inc（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）谷歌工程师正在参与开发Triton，该软件由OpenAI于2021年推出，旨在提高各种人工智能芯片的代码效率，旨在削弱英伟达在人工智能硬件中的主导地位。
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软件以来，Nvidia在开发各种软件工具方面进行了大量投资，从而提高了在其GPU上运行AI应用程序的便捷性和速度。这促成了其商业模式中的软件优先战略。
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先进产品（例如H100和即将推出的 GB200 “超级芯片”）的高成本和有限的可用性迫使微软、亚马逊和Meta等主要客户探索替代方案或开发他们的技术。
The dependence on Nvidia's Cuda software complicates transitioning to other processors, like AMD's MI300 or Intel's Gaudi 3.
对英伟达Cuda软件的依赖使向其他处理器（例如AMD的 MI300 或英特尔的高迪 3）的过渡变得复杂。
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.
同时，英伟达分析师预计，这家芯片设计师将在4月份的季度超额上涨并上涨，预计布莱克韦尔将完全售罄，至少在一年内是如此。
NVDA Price Action: Nvidia shares traded lower by 0.99% at $939.45 at last check on Tuesday.
NVDA价格走势：英伟达股价在周二的最后一次检查中下跌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.
免责声明： 该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审阅和发布。
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译文内容由第三方软件翻译。