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How Will Nvidia Change — and Change the Chip Industry?

Nvidia's rise is disruptive to more than just the ranks of semiconductor market leaders. Expect more changes at established chip vendors and startups.
How Will Nvidia Change -- and Change the Chip Industry?

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By Peter Clarke

What’s at stake?
Nvidia’s dominance of the AI chip market is forcing massive changes throughout the technology sector. With such disruptive changes come great opportunities, great hazards and the need for the established players to adapt or die. Who will be left standing once Nvidia is done?

The exceptional nature of Nvidia Corp.’s latest quarterly financial results – and the way they have defied the tyranny of large numbers – demonstrates what many have believed for some time; that a fundamental change in technology is sweeping across society.

That change is towards the use of generative-AI, the use of AI-enabled software agents and natural language interfacing.

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