Nvidia, AMD, Google, and Tesla: The Battle for AI Chip Dominance

Fast Summary:

• AMD shipped approximately 300,000 to 400,000 Instinct MI300 AI chips in 2024, generating $5 billion in revenue. ASP per chip is estimated between $12,500 and $16,667. AMD could sell ~500,000 AI chips in 2025 with projected revenue of $7.5 billion.
• Nvidia’s estimated data center revenue for AI chips was $110.36 billion in 2024; it could reach $120 billion by 2025 based on anticipated growth and dominance in the market. Assuming an average chip price of $30,000 per unit: ~4 million Nvidia chips may be sold in 2025.
• Google TPUs dominate its segment with a projected market share of ~74%. By internal estimates for TPU v6 (planned release by 2025), Google could achieve shipments of roughly 3 million TPUs out of global totals nearing ~4 million units annually (based on expected market growth). TPU performance is advancing considerably from current benchmarks (~275 teraFLOPs) toward estimates exceeding ~400 teraFLOPs for TPU v6 designs by late upgrade cycles(Year )Tesla anticipates launching later pragmatically stage across hypermass adopters **XAI Researchesplatform Futurefi!. ).

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