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.
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INSIGHT

Compute Index Overview

  • The State of AI Report Compute Index tracks AI chip usage in research papers.
  • This offers insights into chip popularity and industry trends.
INSIGHT

NVIDIA's Dominance

  • NVIDIA has dominated the AI chip market for several years.
  • Investors who bet against NVIDIA missed out on significant returns.
INSIGHT

2024 Chip Usage

  • NVIDIA chips were used in a vast majority of AI research papers in 2024.
  • Other players like Google, AMD, and Apple are showing growth but lag behind.
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