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Nvidia’s rise | The Hill

Chip manufacturers — major manufacturers of Graphics processing unit (GPU) Typically used in AI. Friday’s trading took him above $2 trillion for the first time, making him the third most valuable company on Wall Street after Microsoft and Apple.

with Given the vast moat that Nvidia has secured through years of investment and the development of its own widely used software ecosystem, experts say it’s unlikely competitors will be able to cross it anytime soon. states.

“I think this is a game Nvidia should lose, and right now they don’t look like they’re going to lose,” Stacey Rasgon, senior analyst at Bernstein Research, told The Hill.

Nvidia is We’ve been developing GPUs for decades.. Tianqi Chen, an assistant professor in Carnegie Mellon’s machine learning department, said the chips were primarily used for video games until their discovery a decade ago prompted the machine learning community to start using GPUs.

Jeffrey Hinton, a computer scientist known as one of the “godfathers” of AI, discovered that GPUs were more efficient at the large-scale computing required for machine learning, starting the “deep learning revolution.” According to Chen, this led to He said.

“The machine learning community has started to embrace GPU computing,” Chen says. “As of today, almost all AI models that run deep neural learning networks…many, even most, of them run on his GPU.”

Nvidia noticed this movement and I started creating a library for machine learning. According to Rasgon, it’s within a software ecosystem called CUDA.

Nvidia was focused on developing AI capabilities, which is its main competitor in the GPU market. Advanced Micro Devices (AMD)fell on difficult times.

“It’s only in the last few years that even AMD and other companies have been able to line up the resources to start investing in AI with data centers and GPUs,” Rasgon said. “But by that time he had led Nvidia by about 10 years.”

For more information, read the full report on TheHill.com.

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