Former Apple Engineer Believes Nvidia Is Transforming into the IBM of AI, according to Entrepreneur

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Jim Keller, a prominent engineer who has worked with major companies like AMD, Apple, and Tesla, and is now the CEO of a startup focused on artificial intelligence chips, made a recent statement likening Nvidia to the IBM of the AI era. During a podcast, Keller highlighted Nvidia’s dominance in the AI chip market and its partnerships with tech giants like Microsoft and Google. He stated that Nvidia is at the forefront of AI chip technology and is being recognized by major companies in the industry.

Having a deep understanding of the AI chip market, Keller expressed his opinions on Nvidia’s current position, mentioning that companies are in an “arms race” to utilize Nvidia’s technology in their own innovations. He emphasized Nvidia as having the best processors for functionality, positioning the company as a leader in the AI chip industry with over 80% market share. Keller also acknowledged Nvidia’s early investments in AI and machine learning development dating back to 2006, which has contributed to its current success.

Comparing Nvidia to IBM’s pioneering role in the PC market, Keller drew parallels between the two companies in setting technological standards within their respective industries. He noted that while Nvidia did not invent AI chips, its innovative approach and market dominance have solidified its position as a key player in the AI era. Keller’s insights into the cost efficiency of Nvidia’s AI chips, especially in comparison to competitors like OpenAI, demonstrate his expertise in the field.

Nvidia’s CEO Jensen Huang’s announcement of a next-generation artificial intelligence chip costing over $30,000 further emphasizes the company’s commitment to advancing AI technology. Keller’s observations on Nvidia’s trajectory and leading position in the AI chip market shed light on the significance of the company’s innovations and industry influence. With Nvidia playing a critical role in powering AI technology for major tech companies, it is clear that the company is shaping the future of AI computing.

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https://www.entrepreneur.com/business-news/nvidia-is-becoming-the-ibm-of-ai-says-former-apple-engineer/476922