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Intel vs. AMD, Nvidia, Qualcomm competition in the use of AI

The rise of AI last year was 20 years in the making. Only Nvidia and IBM invested significantly in this technology, although even IBM didn’t think it would hit as soon as it did. Nvidia equipped OpenAI with its technology, and ChatGPT was adopted by Microsoft in a move similar to what it did with Spyglass Microsoft’s initial successful effort to take out Netscape Navigator — and adopted ChatGPT under the brand Copilot. Companies like Microsoft and Google now treat AMD’s AI solutions as peers to Nvidia’s offerings. Given that Nvidia’s offerings are so popular that it cannot keep up with demand, AMD is seeing a substantial uplift in its visibility and revenue. Intel not only didn’t see AI coming (to be fair, no one did), but when Microsoft asked for an NPU, Intel pushed back instead of stepping up.  Do you think that AI is the only technological that will help the tech companies stay afloat ?

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