Few things are more certain than Jim Keller, ex-AMD and ex-Tesla engineer and current CEO of AI computer company Tenstorrent, making bold claims in public appearances. There is at least one thing more more certain than this, however, this being that Nvidia is firmly cemented as the king AI hardware. Combine the two certitudes and you have Keller, in a recent DemystifySci podcast, stating that "Nvidia is slowly becoming the IBM of the AI era."
According to Keller, for AI, Nvidia currently has "the best processors by functionality and obvious proof points," which has meant that "all the big tech companies are in an arms race and they're all calling Nvidia to get allocation" for their new AI processors. This, at least, is certainly true.
