Nvidia, hot off the festivities of its big GTC conference last week in San Jose, dominates the GPU market with a roughly 95 percent share. But the question remains whether and how other suppliers will make inroads into the sector.
The top potential inroad-making candidate is AMD with its Instinct MI AI accelerators. According to a recent story from TechRadar, AMD has received a cred boost from Oracle, which let it be known during its latest quarterly earnings call that it signed a…
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https://insidehpc.com/2025/03/report-oracle-to-deploy-ai-cluster-with-30000-amd-mi355x-accelerators/
/Jen-Hsun%20Huan%20NVIDIA%27s%20Founder%2C%20President%20and%20CEO%20by%20jamesonwu1972%20via%20Shutterstock.jpg?w=300&resize=300,300&ssl=1 "Nvidia Stock Is Falling on Threats of More Restrictions in China. How Should You Play NVDA Here?")
