1. GeForce RTX 4060, RTX 4060 Ti, and RTX 4070 are popular among PC gamers according to Steam's June 2024 survey. 2. NVIDIA dominates with a 76.38% share, followed by AMD at 15.59%. 3. The GeForce RTX 3060 remains the most popular GPU, with the RTX 4060 series gaining traction.
Recent #GPU Market news in the semiconductor industry
➀ The AI industry's annual revenue exceeds $600 billion, which is enough to pay for data centers and AI infrastructure such as GPU cards. However, the spending on GPU infrastructure is still controversial.
➁ The rise and fall of the H100 GPU market, from its initial leasing price of $4.70/hour to the current price of less than $2/hour, indicates a potential bubble in the GPU market.
➂ The author suggests that users should rent rather than buy computing power when needed, as the market is oversupplied with H100 computing power.
➀ The growth of Nvidia's data center GPU shipments in 2023 is explosive, with a total of about 3.76 million units shipped; ➁ The GPU market is expected to see a decline as alternative technologies emerge; ➂ Customized AI chips developed by large cloud providers like Amazon and Google are challenging the dominance of GPUs; ➃ The future of AI models may require a combination of different types of chips, including GPUs and specialized chips.
➀ AMD has confirmed its shift in strategy to prioritize market share over enthusiast-grade GPUs; ➁ The company will focus on mid-range and entry-level GPUs with RDNA 4; ➂ AMD plans to return to the enthusiast segment in the future, but the timeline is unclear.