Chip production is slowing the growth of artificial intelligence

Nvidia and TSMC

The US company has its semiconductors produced by the world’s largest chip contract manufacturer.

(Photo: Nvidia, Getty [M])

Munich With the boom in artificial intelligence, Nvidia can hardly save itself from orders. The problem: The chip manufacturer cannot deliver nearly as many graphics processors as customers order. “The demand for us is huge,” says the founder and boss of Nvidia, Jensen Huang.

The “Graphic Processing Units” (GPUs) are essential for computing-intensive processes such as training AI models. Nvidia is the market leader in this segment and, according to many experts, has a technological lead of many years over competitors such as Intel or AMD.

This is not only reflected in the share price, which has been rising for months and makes Nvidia the most valuable chip company in the world. Americans’ sales doubled to $13.5 billion in the most recent quarter. Nvidia’s top product H100 alone currently costs more than $30,000 each.

AI chips are the top topic in Silicon Valley

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