Global Investing
FT – Chip challengers try to break Nvidia’s grip on AI market
Companies such as Cerebras, d-Matrix and Groq are focusing on cheaper, more specialised products
Companies like Cerebras, d-Matrix, and Groq are vying to challenge Nvidia's dominance in the AI chip market. They focus on specialized, cost-effective chips for AI inference, aiming to capitalize on the surging demand for AI technology. Despite significant investments, breaking Nvidia's hold remains challenging for these startups.
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By Michael Acton and George Hammond*
Companies such as Cerebras, d-Matrix and Groq are focusing on cheaper, more specialised products
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