品玩7月11日讯，据科创板日报报道，花旗研究分析师Christopher Danely在周一的报告中表示，英伟达将占据AI芯片市场“至少90%”的市场份额，AMD位居第二。
Danely指出，上一代AI芯片(分别是MI250和A100) 中，AMD的硬件速度大约是英伟达的80%，而英伟达的H100与AMD的MI300相比，也具有类似的优势。
此前有消息称，英伟达的A100和H100 GPU由台积电独家供应，三星电子未能抢下任何订单，原因是台积电的先进封装技术CoWoS领先三星电子。
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