It seems very likely that most AI Training will be run on Nvidia GPUs. The software environments for training are too numerous and changing rapidly, which favors the soft, warm familiarity of CUDA over speculative gains offered by new entrants.
Two Chinese companies – Tencent and Innosilicon – launched chips this month that look to be important steps forward for China’s semis efforts.
Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is likely to shift considerably in coming years.