AI GPU
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First AI GPU Chipset Comparison Report: NVIDIA Dominates, Huawei Surpasses AMD
A Morgan Stanley report reveals high profitability in AI inference, with average profit margins exceeding 50% for “AI inference factories.” NVIDIA’s GB200 NVL72 leads with a near 78% profit margin, followed by Google’s TPU v6e pod (74.9%) and AWS’s Trn2 UltraServer (62.5%). Huawei’s Ascend CloudMatrix 384 achieves 47.9%. AMD’s MI300X and MI355X, however, show significant negative profit margins due to insufficient token generation efficiency.
