The Twelve Startups Battling For a Slice of Nvidia’s Pie

No company has been better positioned to profit from the generative AI boom than Nvidia, the maker of graphics processing units. But a host of rival startups developing similar chips or the software to run those chips are trying to capture some of the revenue currently being spent on GPUs. We wrote about eight of these companies in August, but like everything else in AI, the field is moving quickly. We’ve expanded our list to include 12 such companies, as shown in the chart below. (Two of the original startups—MatX and Tiny Corp—did not respond to our emails but we included them in the chart for consistency sake.)