Yes, a big niche but still a niche. Nvidia really, really wanted to own ARM's design capability but when the regulators said 'ummm no', Mr. Huang didn't stop trying to address the fact that Google, Microsoft, Amazon Tesla and Facebook are all producing their own data center chips.
From Reuters, February 9:
Exclusive: Nvidia chases $30 billion custom chip market with new unit -sources
Nvidia is building a new business unit focused on designing bespoke chips for cloud computing firms and others, including advanced artificial intelligence processors, according to nine sources familiar with the company's plans.
The dominant global designer and supplier of AI chips aims to capture a portion of an exploding market for custom AI chips and to protect itself from the growing number of companies interested in finding alternatives to its products.The Santa Clara, California-based company currently controls about 80% of the market for high-end AI chips, a position that has sent its market value up 40% so far this year to $1.73 trillion after it more than tripled in 2023....
....MUCH MORE
Related February 8: "Watch Out Nvidia: OpenAI (ChatGPT) Wants To Raise $5 To $7 Trillion For Chips"
