本文由半导体产业纵横（ID：ICVIEWS）编译自techopedia
All six companies pointed the finger at Nvidia.
Since OpenAI launched its generative AI chatbot, ChatGPT, in 2022, we've seen many miracles of artificial intelligence.
However, if AI is to continue to expand the boundaries of its capabilities, it will need not only large amounts of data, but also advanced chips that can meet its computing needs.
From training massive neural networks to running complex image recognition, natural language processing, speech recognition, machine translation, and autonomous systems, AI chips are the power behind AI brains.
With the explosion in this space, many companies known for developing traditional CPUs have shifted their focus to dedicated processors for AI workloads, and new processors are emerging.
Given the boom in these professional processors, the market earned $15.9 billion in revenue in 2022 and is expected to reach $207 billion by 2030, according to MarketDiits data.
With many companies vying for dominance, understanding who these players are and their role in shaping the future of AI is critical for businesses and individuals alike.
Below, we introduce the leading AI chip manufacturers in 2024, including their latest AI flagship products, market position, and more.
SambaNova
SambaNova Systems is a Palo Alto-based AI startup founded in 2017. The company is designed to power generative AI workloads from the data center to the cloud. In 2023, the company announced the release of its latest AI chip, the SN40L, proving its readiness in the AI chip market.
Last February, SambaNova released Samba-1, a 1 trillion parameter generative AI model with more than 50 open-source generative AI models.
The company's success in raising more than $1.1 billion in funding demonstrates the industry's confidence in its vision and capabilities. As of 2024, SambaNova Systems has a market capitalization of approximately $5.1 billion.
Cerebras Systems
Since its inception in 2015, Cerebras Systems has been at the forefront of AI chip technology. In April 2021, they launched an AI chip model, Cerebras WSE-2.
With 850,000 cores and 2.6 trillion transistors, WSE-2 is a major leap from its predecessor, WSE-1, which had 1.2 trillion transistors and 400,000 processing cores.
In March last year, the company announced the release of its latest AI chip, WSE-3, its third-generation wafer-level AI giant chip. According to the company, WSE-3 is equipped with 4 trillion transistors and can handle generative AI tasks with trillions of parameters.
The company recently entered into a partnership with Qualcomm to develop more advanced AI models, as well as partnerships with numerous pharmaceutical companies, including AstraZeneca and GlaxoSmithKline.
Cerebras Systems remains a privately held company and is considering an initial public offering (IPO) in the second half of 2024.
The company was valued at more than $4 billion in a funding round in 2021.
Qualcomm
Qualcomm is a major player in the semiconductor industry and is best known for pioneering Code Division Multiple Access (CDMA) technology, which is the foundation of all 3G networks around the world. Qualcomm's Snapdragon chipset is widely praised for powering many mobile devices around the world.
Released in October 2023, the Snapdragon 8s Gen 3 is Qualcomm's latest AI flagship chip. The company claims that the chip is designed to bring advanced AI capabilities and features to Android flagship smartphones.
At the Barcelona MWC2024, the company announced on X that it will launch a more advanced AI chip, the Snapdragon 8s Gen 4, in October 2024. In the announcement, the company said that the latest chip will bring more AI capabilities to Android devices.
As of April 2024, the Sandiego-based chip design company currently has a market capitalization of about $191.16 billion, and its share price is $173.29 per share.
IBM
IBM is widely recognized for its contributions to technologies such as ATMs, magnetic stripe cards, SQL programming languages, UPC barcodes, and more.
In 2023, the company unveiled its new AI flagship chip, North Pole, based on a 12nm process process, which IBM says is 25 times more energy efficient than GPUs of the same process and has lower latency.
In the fourth quarter of 2023, IBM reported total debt of $59.93 billion, compared to $54.01 billion in 2022. According to recent data, IBM's market capitalization is around $167.1 billion, and its stock price is around $182.27. The company's revenue is expected to grow at a rate of 4.17%, from $61.86 billion in 2023 to $64.44 billion in 2024 before reaching $67.38 billion in 2025.
Intel
The mention of Intel resonates with people because it has a long history in computing. Founded in July 1968 in California, Intel is one of the world's largest manufacturers of semiconductor chips, and its products are used in a variety of electronic devices.
With the AI era still in a boom cycle, Intel is regaining its foothold in the fast-growing AI chip market.
After encountering challenges with previous chips, Intel recently announced its new AI chip, Gaudi 3, saying it will deliver up to 1.7x training performance, 50% more inference, and 40% more efficiency. The chip is expected to be available to OEMs in the second quarter of 2024.
While Intel's long-term debt in 2023 was $49.3 billion, a significant increase from $42.1 billion in 2022, its revenue is expected to grow from $54.23 billion in 2023 to $58.56 billion in 2024. At the time of this report, the company's market capitalization hovered around $150.9 billion, or $36 per share.
In February 2024, Intel partnered with Microsoft on a custom chip business worth about $15 billion. This led Intel to collaborate with UMC to develop a 12nm process platform.
AMD
AMD has also made significant progress in the field of AI chips.
The company showed it to be a force to be reckoned with in the AI semiconductor market when it launched the MI300X GPU and MI300A APU last December, claiming to be about 1.6 times ahead of Nvidia's GPUs at the time.
To further solidify its position, AMD has partnered with machine learning companies like Hugging Face to enable data scientists to leverage their hardware more efficiently.
The competition between AMD and Nvidia has been fierce, with AMD having a market capitalization of about $263.88 billion and a share price of $163.28. AMD reported a total debt of $3 billion in 2023. However, the chip design company's revenue growth rate is expected to reach 25.99%, increasing from $22.68 billion in 2023 to $26.06 billion in 2024.
Nvidia
Nvidia is known for designing GPUs for gaming as well as markets such as data science, machine learning, and AI-powered applications.
In addition to Tesla, which uses the company's AI chips in self-driving cars, Nvidia GPUs are widely used in data centers to accelerate AI workloads, with customers including Google, Amazon and Microsoft.
According to The Economist, Nvidia processors dominate the AI chip market, with an estimated 95% share. As of April 2024, the company has a market capitalization of about $2.22 trillion and a share price of about $881.
Its total debt was $11.05 billion in the previous quarter, peaking at $12.03 billion in January 2023. The company recently announced that it expects revenue to reach $110.57 billion for the next fiscal year.
Recently, Nvidia launched a new AI chip, the Blackwell B200, which is expected to be adopted by many tech giants, including Google, Meta, Amazon, Dell Technologies, Microsoft, OpenAI, Oracle, and Tesla.
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