The AI chip industry is marked by intense competition, as the large-scale training market—once hailed as the pinnacle of technological advancement—gradually gives way to the less flashy but highly practical inference market. NVIDIA continues to dominate the training chip landscape, while Cerebras focuses on constructing ultra-large-scale computing platforms. Notably, former rivals in the training chip sector, including Graphcore, Intel Gaudi, and SambaNova, are now silently transitioning towards the burgeoning AI inference market.
