In the high-performance GPU market, NVIDIA is now a stand-alone company with a market share of up to 80%, but they also face more competition as Intel rejoins the graphics market after AMD, and Xe Architecture's high-performance architecture is coming out early next year.
Given Intel's strength and the performance demonstrated by the Xe architecture, many see it as an NVIDIA killer and see it as a threat to NVIDIA.
From the previous duo to next year's three-nation competition, NVIDIA sees competition in the GPU market. Founder and CEO Huang Renxun recently gave an interview to the media, in response to NVIDIA how to see the competition between friends and businessmen.
Huang Renxun said, the first thing to say is that in the GPU market we have been facing competition, so the "first NVIDIA killer" is inaccurate, in fact, every year there are so-called NVIDIA killers.
In other words, every year someone wants to be an NVIDIA killer and kill NVIDIA, but so far there has not been a success.
As for why other companies can't, Huang also explains the difficulty of GPU, especially GPU acceleration cards, because it's so complex that it needs to refactor a stack, develop an accelerated architecture for tens of thousands of applications, and convince developers to support it.
At the same time, as vendors like Intel prepare to grab NVIDIA's GPU market, NVIDIA also wants to grab Intel and AMD's CPU market.Mr Huang says they account for only 5 per cent of the data centre market, and 95 per cent is still CPU-based.
So now you can understand why they're willing to pay $40 billion for ARM, but the chances of success are getting smaller and smaller.