AI chip market

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 19, 2024 by Aidan Gomez · across every show →

Everything said about AI chip market, oldest first

Aug 19, 2024 bullish

Prediction Not checkable as stated

Gomez: Choice in the AI chip market will expand faster than expected

“Right now, chips are just exceptionally high margin, and there's very, very little choice in the market. That's changing. I think it's gonna change faster than other people think. But yeah, I, I'm very confident.”

Aidan Gomez Aug 19, 2024 ▶ 17:10 Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings

Mar 24, 2025 bearish

Prediction Open · timeframe Mar 2030

Feldman: Nvidia's AI chip market share will fall to 50-60% in 5 years

“I think you know, in five years from now, NVIDIA is going to have 60. Somewhere between 50 and 60% of the market, right? I think right now they have approximately all of it. I think they will come down over time.”

Andrew Feldman Mar 24, 2025 ▶ 45:43 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

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AI chip market

Everything said about AI chip market, oldest first

Turn any episode into a week of clips.