Nvidia will reign supreme for now
Nvidia is by far the leader in the AI accelerator market. But it is still difficult to find any accurate data about its share on the Internet. Now there are forecasts regarding the results of the current year, which allow us to understand the distribution of forces in the market.
So, Nvidia, according to these forecasts, will earn about $40 billion from sales of AI accelerators in a year.
AMD sales will be $3.5 billion, that is, an order of magnitude lower. But here it is worth noting that AMD products, according to available data, are several times more affordable than competitor solutions. That is, apparently, in quantitative terms, AMD will lag behind Nvidia by far from 10 times, although it will still be significant.
Intel is still shepherding those behind with $500 million, that is, it will already lag behind Nvidia by two orders of magnitude. Although with its products the situation is the same as in the case of AMD.
That is, based on the results, we can say that in monetary terms, Nvidia will control about 90% of the AI accelerator market by the end of this year. In terms of quantity, apparently, the figure will be significantly lower, but this is not so important in this segment.