NVIDIA overtook Intel in quarterly revenue in 2023. By 2031, consensus estimates suggest it could generate around $223 billion per quarter, compared with $40 billion for AMD and $32 billion for Intel.
Data centres are expected to account for more than 90% of NVIDIA’s revenue, lifting its share of the three companies’ combined sales to 76%.
Can AMD $美國超微公司(AMD)$ and Intel $英特爾(INTC)$ narrow the gap, or will NVIDIA’s AI advantage keep growing?
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