Start-ups are rushing to capitalise on surging demand for the specialist chips that power artificial intelligence, as a shortage of Nvidia’s latest products presents a once-in-a-generation opportunity for new challengers to the dominance of the world’s most valuable semiconductor company.
A huge upgrade to Nvidia’s sales forecast, driven by AI, pushed its market capitalisation above $1tn in May but demand is expected to outstrip supply for its latest chips well into next year.
Among the companies developing alternatives include SambaNova, Graphcore and Tenstorrent which have together raised more than $3bn over the last several years, according to figures collated by Dealroom.co, which tracks private tech deals.
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