Infographic 8.6.2 Market Bars

Market Concentration and Compute Economics

Highlights dominance of hyperscalers and semiconductor firms alongside capital requirements.

Market Share Snapshot

  • NVIDIA
    88% GPU share
  • AWS
    62% AI cloud
  • Google
    45% hyperscale
  • Microsoft
    38% hyperscale
  • AMD
    12% GPU alternative

Compute Economics

Training cost (GPT-4 scale)

$100M+

NVIDIA H100 unit price

$40,000

Hyperscale data centre capex

$10B+

Caption: Market concentration creates barriers to entry and geopolitical dependencies