Nvidia dominates the AI ​​chip market

Nvidia dominates the AI ​​chip market, and its H100 high-end AI GPU is seen as a must-have for training large language models. However, due to high prices and limited production capacity, companies including OpenAI and Meta have begun looking for alternatives. It is reported that annual capital expenditures on advanced process chip fabs such as TSMC and Samsung Electronics are as high as tens to hundreds of billions of dollars.