Market Share of AI Infrastructure Industry
The AI infrastructure market comprises global players focusing on gaining a point of difference in the contested market space. In addition, startups in the AI infrastructure market, including Cerebras Systems and Graphcore, provide specialized AI accelerators to take on well-established giants like NVIDIA and Google Inc. This market is characterized by moderately high product differentiation, growing product penetration levels, and high levels of competition, with a high level of innovation, which is intended to aim at gaining an edge in the market. Some of the major market players are Intel Corporation, Nvidia Corporation, Samsung Electronics Co. Ltd, Micron Technology Inc., and Sensetime Group Inc.
In June 2023, Intel introduced its 4th Gen Intel Xeon Scalable processors and the Intel Xeon CPU Max Series and Intel Data Center GPU Max Series. These advanced offerings are designed to tackle and overcome complex computing challenges on a large scale. Intel's approach involves aligning CPU cores with specialized accelerators tailored for specific workloads, resulting in enhanced performance and improved efficiency, ultimately leading to an optimal total cost of ownership.
In July 2023, NVIDIA announced that NVIDIA DGX Cloud is now widely accessible, offering powerful tools that can transform almost any business into an AI-driven organization. This service is readily available, featuring thousands of NVIDIA GPUs accessible through Oracle Cloud Infrastructure. Additionally, NVIDIA's infrastructure is present in both the United States and the United Kingdom, providing further accessibility and support for AI initiatives.
AI Infrastructure Market Leaders
Nvidia Corporation
Microsoft Corporation
Samsung Electronics Co. Ltd
Micron Technology Inc.
Sensetime Group Inc
*Disclaimer: Major Players sorted in no particular order
