Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will ...

Continued growth in its still small data center business ... also offer networking solutions but are less flexible. Has allowed Arista to take market share. Arista is already a massive firm ...

In particular we address: Vulnerabilities in the semiconductor supply chain Will the chip titans maintain market share? TSMC, Nvidia, Intel and more Are smaller players challenging the status quo?

The world’s chip supply may be in disarray ... power to bear on giant data center workloads. The classic battle between Intel and AMD for market share in data center has been joined by Nvidia ...

At its Advancing AI event in San Francisco a few weeks back, AMD came out with some major announcements for chip designs across its portfolio—datacenter, AI, networking, PC—with the software ...

Discover why we are giving a Buy rating to ET stock due to its strong market share, growth potential, and premium valuations ...

Shares of chipmaker Marvell Technology (NASDAQ: MRVL) rallied 19.2% in December, according to data from S&P Global Market Intelligence ... and its data center networking chip portfolio.

From AMD seeking to win new AI data center share from Nvidia to ZT Systems ... For Nvidia’s ‘System’ Approach To Data Center Chip Market AMD is seeking to break Nvidia’s market hold ...

Nvidia is set to keep its dominance in the AI chip market with an estimated 80% to 85% market share in the next 12 ... Nvidia’s data center sales are projected to reach $200 billion this year ...