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Analyst says NVIDIA will generate 80x more revenue from AI GPUs in 2024 than Intel

Analyst expects $40 billion in AI GPU sales for NVIDIA in 2024, while AMD estimated with $3.5 billion, and Intel. Intel's estimated to make $500 million.

Pat-gelsinger
Bloomberg-technology
Bloomberg
Nvidia
Intel
Amd
Intel
Nvidia
Nvidia-h100
Vidia-ai-gpu
Ai-gpu
I-gpu-sales

NVIDIA CEO Jensen Huang will deliver live keynote on June 2, just as Computex 2024 kicks off

NVIDIA CEO Jensen Huang will deliver live keynote on June 2 at the NTU Sports Center, sharing how the AI era is driving a new industrial revolution.

Lisa-su
Jensen-huang
Pat-gelsinger
Nvidia
Sports-center-national-taiwan-university
Intel
National-taiwan-university-sports-center
Nvidia-ceo
Jensen-huang
Hi
Ai-gpu
Ai-demand

Meta's next-gen in-house AI chip is made on TSMC's 5nm process, with LPDDR5 RAM, not HBM

Meta's next-gen MTIA AI processor is made on TSMC 5nm, up to 1.35GHz frequency, PCIe Gen5 x8 interface, to fight NVIDIA in the cloud business.

Nvidia
Meta-training
Inference-accelerator
Tsmc
Nvidia
Meta
Eta-mtia
Tia
Ext-gen-mtia
Ai-gpu
Ai-processor

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