CHIPS

The silicon that runs inference & training

The silicon layer. NVIDIA controls ~80% of AI accelerator market via CUDA lock-in. AMD MI300X is the credible challenger. Google TPUs are internal-only. Apple Silicon dominates local AI. The chip shortage defined 2023–2024.

NVIDIA H100NVIDIA B200 (Blackwell)AMD MI300XGoogle TPU v5pApple M3 UltraAWS Trainium2Intel Gaudi 3Huawei Ascend 910C