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Air Street Press
91% of AI papers used NVIDIA in 2024
Jan 21, 2025
The podcast delves into 2024's AI chip landscape, highlighting NVIDIA's impressive grip on the market, with a staggering percentage of research papers relying on their technology. It compares this dominance to emerging competitors like Google and Cerebras, shedding light on investment trends. The discussion also touches on the evolving performance metrics of various AI chip manufacturers, offering insights into the competitive dynamics shaping the future of AI research.
03:33
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Quick takeaways
- NVIDIA's chips dominated AI research with 91% of published papers in 2024, reflecting the company's significant influence in the field.
- Emerging competition in the AI chip market is evident with Google's TPU usage skyrocketing by nearly 1,000%, showcasing broader adoption.
Deep dives
NVIDIA's Dominance in AI Research
NVIDIA continues to dominate the AI research landscape, accounting for a staggering 91% of all chip usage in published AI papers as of 2024. The company’s chips, including the popular A100 and the rapidly growing H100, collectively contributed to 44,389 published papers that year. This overwhelming majority highlights NVIDIA's longstanding influence and the impact of its technology on AI development, overshadowing competitors such as Google, AMD, and several startups. Investors who placed $6 billion in AI chip competitors from 2016 to 2024 would have earned only a fraction of what they would have had they chosen to invest in NVIDIA instead.
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