TECH - Jensen Huang's Nvidia To Remain 'Top Dog' In AI Chip Battle AMD To Get A Slice Predicts Tech Investor Paul Meeks | Benzinga
Tech investor Paul Meeks has offered his perspective on the ongoing AI chip battle, predicting that Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) will continue to maintain its dominance.
What Happened: On Wednesday, Meeks appeared on CNBC’s Squawk Box session, and gave his take on the ongoing AI chip battle. His comments came after Nvidia announced the company’s next-generation AI chip, “Rubin,” at the Computex tech conference in Taipei, just months after unveiling the “Blackwell” model.
During the keynote speech, Huang revealed plans to launch the Blackwell Ultra GPU in 2025, followed by the Rubin GPU and the Vera CPU (the successor to the current Grace CPU) in 2026.
“So right now we are covered for essentially 2025, 2026, and 2027. And this is really unprecedented when a semiconductor company particularly dealing with such sophisticated products and manufacturing goes to the next platform. This is usually a couple of years,” he said about Nvidia’s ...