
Nvidia raises the bar
According to the report published by Morgan Stanley, Nvidia is expected to allocate a $ 16 billion R & D budget for this year. The company will establish 3 different design teams with this budget. Each team will develop design between 18-24 months, respectively. Thus, a total process of nearly 5 years will be planned.
While this development process continues, Nvidia will invest billions of dollars in inter -component communication technologies and will enable performance to improve both on a shelf scale and on a server scale.
When selling ready -made systems to Nvidia companies, chips like Google TPU, which offers customized systems for the purpose known as ASIC, will increase its effect over the years. In 2024, commercial chips controlled 90 percent of the market, while Nvidia reached $ 98 billion. The ASIC market received a 10 percent share and Broadcom became the leader of this area with an income of $ 8 billion.