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Fortune

Alena Botros

Three chip leaders on what drives them to compete against $3 trillion Nvidia — and where the opportunity is

Nvidia Andrew Feldman Altera AMD Sandra Rivera Fortune Mark Papermaster Cerebras Cerebras Systems Intel Corporation

(Credit: Stuart Isett/Fortune)

AMD, Cerebras Systems, and Altera executives explain the importance of competition in the chips world at Fortune’s Brainstorm AI in San Francisco on Tuesday.

In the world of AI chips, Nvidia is the $3 trillion Goliath. But the massive shadow Nvidia casts over the market isn’t scaring off a gang of challengers ranging from longtime chip players to young startups.

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