Over the past few years, we have seen a lot of AI-market-related metrics, starting from petaflops of performance and going all the way up to gigawatts of power consumption. A rather unexpected metric is perhaps the one from Morgan Stanley (via @Jukanlosreve) that counts the wafer consumption of AI processors. There are no surprises, though: Nvidia controls the lion's share of wafers designated for AI and is set to increase its domination in 2025 as it chews through up to 77% of the world's supply of wafers destined for AI applications.
While Nvidia is operating at an unprecedented scale and continues ramping up production dramatically, AMD's share of AI wafer usage will actually decline next year. The figures also cover other industry heavyweights like AWS, Google, Tesla, Microsoft, and Chinese vendors.
