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Chip giants join hands to reform Ethernet and get rid of Nvidia?

Date: July 24, 2023 (Source: Internet)

In the past few years, NVIDIA has been one of the giants in the chip field, especially in SN74LVC04APWR GPU. Recently, however, some other chip giants have announced the joint reform of Ethernet, trying to get rid of Nvidia's monopoly position. This article will explore the motivation, objectives and possible impact of these joint actions.

First, we need to understand the background and current situation of Ethernet. Ethernet is a standard communication protocol for local area network (LAN), which is widely used in computer networks. It was originally developed by Xerox, Intel, Xerox and other companies in the late 1970s and early 1980s, and has become one of the most commonly used LAN technologies worldwide. However, with the rise of data centers and cloud computing, the demand and scale of Ethernet are also growing, which puts forward higher requirements for its performance and scalability.

Nvidia's monopoly position in this field mainly comes from its GPU advantages. GPU was originally designed for graphics processing, but it is also widely used in data centers to accelerate computing intensive tasks such as machine learning and artificial intelligence. Nvidia's GPU has performed well in these tasks, making it the preferred chip solution in the data center and cloud computing fields. However, Nvidia's monopoly position has also raised some concerns, including high supply chain dependence and high prices.

In order to get rid of Nvidia's monopoly position, some chip giants began to work together to reform Ethernet. Their goal is to provide a new Ethernet solution with higher performance and scalability to meet the growing data center requirements. Some of the joint action participants include Intel, AMD, Broadcom and Cisco. They plan to work together to develop new Ethernet standards and technologies to reduce reliance on NVIDIA and provide more options.

There are several motivations for these joint actions. First, NVIDIA's monopoly position enables it to control prices and have a significant impact on the market. By jointly reforming Ethernet, other chip giants can reduce their dependence on Nvidia, reduce chip costs, and provide more choices to the market. Secondly, NVIDIA's GPU has some limitations in some aspects, such as power consumption, heat dissipation and scalability. By reforming Ethernet, other companies can develop solutions more suitable for their chip characteristics, providing better performance and scalability. In addition, NVIDIA's supply chain also has some risks, such as shortage. By jointly reforming Ethernet, other companies can reduce their dependence on Nvidia's supply chain and reduce risks.

These joint actions may have a significant impact on the chip market. First, they will increase market competition and reduce Nvidia's monopoly position, so as to provide consumers with more choices and better cost performance. Secondly, new Ethernet solutions may provide better performance and scalability, and promote the development of data centers and cloud computing. Finally, these joint actions will also promote technological innovation and standard formulation, and promote the development of the entire chip industry.

However, these joint actions also face some challenges. First, the cooperative company needs to overcome various technical and organizational obstacles in the process of cooperation to ensure the smooth progress of cooperation. Secondly, they need to develop solutions comparable to or even better than Nvidia in a short period of time to really get rid of Nvidia's monopoly position. Finally, they also need to establish their own brand and reputation in the market to win the recognition and trust of consumers.

In a word, chip giants have joined hands to reform Ethernet and try to get rid of Nvidia's monopoly position. Their goal is to provide a new Ethernet solution with higher performance and scalability to meet the growing data center requirements. These joint actions may have a significant impact on the chip market, including increasing competition, providing more choices and better cost performance. However, they also face some challenges, such as technical and organizational barriers, development time, etc. Only by overcoming these challenges can they truly shake off Nvidia's monopoly position and bring new changes to the market.


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