Introducing The Information’s AI Chip Database

Perhaps no company has benefited more from the artificial intelligence boom than chipmaker Nvidia. Since OpenAI released its blockbuster ChatGPT chatbot in late 2022, Nvidia’s quarterly revenue has tripled and its stock price has nearly quadrupled, as startups and big tech companies alike have fought over access to its chips, which are considered ideal for training and running advanced AI models.

That success has attracted a growing number of startups hoping to take a piece of Nvidia’s pie. These companies are developing rival chips and the software to run them to challenge Nvidia—and also compete with other makers of AI chips such as AMD, Google, Amazon and Microsoft. Going up against such well-funded giants is tough and costly work: Many of these startups have been around for more than half a decade and don’t have much to show for their efforts yet.