{"id":900450,"date":"2024-12-19T07:56:00","date_gmt":"2024-12-19T06:56:00","guid":{"rendered":"https:\/\/www.tomshardware.fr\/?p=900450"},"modified":"2024-12-19T01:16:12","modified_gmt":"2024-12-19T00:16:12","slug":"google-pourrait-attaquer-nvidia-sur-son-nouveau-terrain-de-jeu","status":"publish","type":"post","link":"https:\/\/www.tomshardware.fr\/google-pourrait-attaquer-nvidia-sur-son-nouveau-terrain-de-jeu\/","title":{"rendered":"Google pourrait attaquer Nvidia sur son nouveau terrain de jeu"},"content":{"rendered":"\n<p>Une nouvelle \u00e9tude d\u2019Omdia Research met en lumi\u00e8re les changements en cours dans le secteur des puces pour l\u2019intelligence artificielle (IA). Apr\u00e8s des ann\u00e9es de <a href=\"https:\/\/www.tomshardware.fr\/nvidia-geforce-rtx-50-on-a-un-nouveau-detail-sur-la-conception-des-prochaines-cartes-graphiques\/\">domination quasi totale de Nvidia<\/a>, le march\u00e9 semble progressivement s\u2019ouvrir \u00e0 une concurrence accrue. En particulier, les Tensor Processing Units (TPUs) de Google apparaissent comme une alternative int\u00e9ressante, capables de r\u00e9duire la part de march\u00e9 de Nvidia.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Google, nouvel acteur du march\u00e9<\/h2>\n\n\n\n<p>Selon Omdia, les TPUs de Google pourraient g\u00e9n\u00e9rer entre 6 et 9 milliards de dollars de revenus li\u00e9s \u00e0 l\u2019IA pour Broadcom en 2024. Broadcom, qui con\u00e7oit des puces IA (ASICs) pour des clients tels que Google, Meta et ByteDance, d\u00e9veloppe \u00e9galement des AIXPUs de nouvelle g\u00e9n\u00e9ration pour d\u2019autres acteurs. Cette pr\u00e9f\u00e9rence croissante des fournisseurs de services cloud pour des puces personnalis\u00e9es, souvent plus \u00e9conomiques que les GPU de Nvidia, permet une optimisation rentable des charges de travail internes.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"responsive-container\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">OMDIA: <a href=\"https:\/\/twitter.com\/search?q=%24GOOGL&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$GOOGL<\/a>&#39;S TPU DEMAND GROWS, CHALLENGING <a href=\"https:\/\/twitter.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a>&#39;S AI CHIP DOMINANCE<br><br>Omdia research shows surging demand for Google&#39;s TPU chips, with estimates suggesting they could account for $6B\u2013$9B in Broadcom&#39;s AI semiconductor revenue this year. At even $6B, TPU shipments are growing\u2026<\/p>&mdash; Wall St Engine (@wallstengine) <a href=\"https:\/\/twitter.com\/wallstengine\/status\/1869340586517364980?ref_src=twsrc%5Etfw\">December 18, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p>D\u2019apr\u00e8s les estimations de Morgan Stanley, le march\u00e9 des puces IA personnalis\u00e9es devrait passer de 120 milliards de dollars en 2024 \u00e0 300 milliards de dollars d\u2019ici 2027. Ce taux de croissance \u00e9lev\u00e9 d\u00e9passe celui du march\u00e9 des GPU, mettant en \u00e9vidence l\u2019\u00e9volution des besoins et des strat\u00e9gies technologiques des acteurs du cloud.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Nvidia pourrait y laisser des plumes<\/h2>\n\n\n\n<p>Malgr\u00e9 ces tendances, NVIDIA conserve une position dominante sur le march\u00e9. En 2024, Microsoft a achet\u00e9 485&nbsp;000 unit\u00e9s des GPU Hopper de NVIDIA, tandis que Meta en a acquis 224&nbsp;000 unit\u00e9s. De plus, NVIDIA pr\u00e9pare le lancement de ses GPU de nouvelle g\u00e9n\u00e9ration, Blackwell, pour succ\u00e9der aux Hopper et renforcer sa position de leader en volume.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"responsive-container\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\"><a href=\"https:\/\/twitter.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a> +2.75% [Microsoft bought twice as many of Nvidia\u2019s flagship chips as any of its largest rivals in the U.S. and China this year, per FT.<br><br>Analysts at Omdia, a technology consultancy, estimate that <a href=\"https:\/\/twitter.com\/search?q=%24MSFT&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$MSFT<\/a> bought 485K of Nvidia\u2019s \u201cHopper\u201d chips this year. That put Microsoft far\u2026<\/p>&mdash; NOTRELOAD AI (@thudderwicks) <a href=\"https:\/\/twitter.com\/thudderwicks\/status\/1869342364856406075?ref_src=twsrc%5Etfw\">December 18, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p>Cependant, si les exp\u00e9ditions de TPUs de Broadcom atteignent m\u00eame le seuil bas des pr\u00e9visions d\u2019Omdia, soit 6 milliards de dollars en 2024, cela suffirait \u00e0 grignotter dans la part de march\u00e9 de Nvidia.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Un march\u00e9 exponnentiel<\/h2>\n\n\n\n<p>Selon Citi, le march\u00e9 des puces IA pourrait atteindre une valeur totale de 380 milliards de dollars d\u2019ici 2028. Les GPU <em>(principalement domin\u00e9s par Nvidia)<\/em> devraient en repr\u00e9senter environ 75 %, tandis que les ASICs, incluant les TPUs, occuperaient les 25 % restants. Cette dynamique souligne la mont\u00e9e en puissance des solutions personnalis\u00e9es et leur r\u00f4le croissant dans l\u2019\u00e9cosyst\u00e8me de l\u2019IA.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Google pourrait attaquer Nvidia sur un terrain dans lequel le constructeur a une domination quasi totale, l'intelligence artificielle.<\/p>","protected":false},"author":133,"featured_media":899691,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4108],"tags":[],"hubs":[],"class_list":["post-900450","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-intelligence-artificielle"],"acf":{"display_mode":"medium-img","post_show_excerpt":true,"post_show_in_home":true,"post_show_summary":false,"post_source":"","hide_sidebar":false,"hide_advertising":false,"custom_ga_words":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO 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