Tech
Competition heats up to challenge Nvidia’s AI chip dominance
The artificial intelligence (AI) revolution has whetted the appetites of Nvidia’s competitors, who are seeking to close the gap on the chip giant, which has so far been the central playmaker in the AI revolution.
Virtually unknown to the general public just three years ago, Nvidia now boasts the world’s highest revenues, driven by sales of its graphics cards—or GPUs (graphics processing units)—the processors that are key to building the technology behind ChatGPT and its rivals.
Why does Nvidia dominate?
While it was not the first to develop GPUs, the California-based group made them its specialty starting in the late 1990s, at the very beginning of cloud computing, and thus has unique experience in the field.
Moreover, Nvidia is “a three-headed dragon,” as Dylan Patel, head of consultancy SemiAnalysis, recently put it on the “No Priors” podcast.
It does not just design chips, but offers an entire infrastructure capable of making them work together with networking and software—the dragon’s two other heads.
Nvidia can “satisfy every level of need in the datacenter with world-class product,” according to Jon Peddie of Jon Peddie Research.
Where is the competition?
At a considerable distance from Nvidia, whose market share is estimated at roughly 80% depending on the source, American firm AMD had until now been considered the runner-up.
But AMD generates the bulk of its revenue from CPU sales—processors used for personal and business computers that are less powerful than GPUs—and “can’t divert resources from that golden egg,” Peddie believes.
Determined to reduce their dependence on Nvidia, the major cloud providers have developed their own processors.
Google began using its Tensor Processing Unit (TPU) a decade ago, while Amazon Web Services (AWS)’s Trainium, the cloud-dedicated subsidiary, appeared in 2020.
Today, Google and Amazon account for more than 10% of the market and have even overtaken AMD in terms of “performance, pricing, usability, reliability, and ability to produce enough chips to satisfy the biggest customers,” argued Jordan Nanos of SemiAnalysis.
Google is even offering its chips to third-party customers, according to several media reports. Contacted by AFP, it did not respond. Amazon, however, does not sell its Trainium to other players.
Where do the Chinese stand?
The only nation rivaling the United States in the sector, China is seeking to make up for lost time—and is having to do so without the most advanced US chips, which are now subject to export restrictions.
For Nanos, Huawei ranks among Nvidia’s most credible competitors, alongside Google or Amazon, and ahead of AMD.
Like Google and Amazon, their Chinese equivalents Baidu and Alibaba are also now having their own AI processors manufactured, though these remain merely substitutes for Nvidia’s GPUs.
“They can’t catch up technically for a while using in-country” fabrication facilities, said Peddie.
But “over time, with its huge and smart workforce, and subsidized investment, China will be able to make state-of-the-art fabrication systems.”
Is Nvidia under threat?
No expert sees the Santa Clara, California, giant loosening its grip on the sector in the near future.
“Nvidia underpins the vast majority of AI applications today,” notes John Belton, analyst at Gabelli Funds. “And despite their lead, they keep their foot on the gas by launching a product every year, a pace that will be difficult for competitors to match.”
In early September, Nvidia announced that its new generation, Rubin, would be commercialized in late 2026, with performance for AI functions estimated at 7.5 times that of its flagship product currently on the market, Blackwell.
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Tech
We Found the Best Travel Cameras You’ll Actually Use on Vacation
If I were buying a camera today, this is the body I would get, travel or otherwise. The A7C R is one of the smallest full-frame, interchangeable-lens cameras on the market. This is why it’s our top pick for travelers in our guide to the Best Mirrorless Cameras. The 61-MP sensor offers amazing detail and very good dynamic range (14.7 EV). The super fast autofocus system is among the best you’ll find in mirrorless camera, and there’s great subject tracking as well, making it perfect for shooting fast-moving scenes on the go.
While Sony’s R series cameras are mainly for high resolution still images, the video specs here are solid enough for the casual video user, with support for 4K/60 fps video in full-frame mode (1.2X crop) or oversampled 4K/30 fps video. Both support 10-bit 4:2 color depth, various Log formats, and even 16-bit RAW output to an external recorder.
My main gripe about the A7C R is the same as it was in my initial review. The viewfinder is cramped and low-resolution (2.36 million dots). It’s not a deal breaker for me, but it’s something to keep in mind and good reason to rent a camera before you invest.
The big question with this camera is, which lens do you pair it with for travel? There’s a compelling argument to be made for the Sony FE 24-105-mm f/4 G ($1,398), which gives you everything from wide to portrait with a little bit of extra reach as well. Another great option if you like primes is the Sony 40-mm f2.5 G ($798), which makes for a compact kit, and 40-mm is a surprisingly great focal length for travel in my experience.
★ Alternative: At $2,198, Sony’s A7C II (note, no R) is a bit cheaper. It uses Sony’s smaller 33-MP sensor but is otherwise very close in size and capabilities, with considerably more video chops than the A7C R. If you want to make videos as well as stills, the A7C II is a better choice.
Tech
Auditing, classifying and building a data sovereignty strategy | Computer Weekly
Data sovereignty is a hot topic. For commercial and public sector organisations, compliance to ensure personal data is secure is a primary objective. And that means it cannot be subject to foreign laws or interference.
Data sovereignty is also a matter for international relations, where states strive to ensure citizen and organisation data is secure from foreign interference. And, for states, achieving data sovereignty is also a way of protecting and developing national economies.
In this article, we look at data sovereignty, and the key steps CIOs need to take to build their data sovereignty strategy. This centres on auditing, classification and building controls over data location and movement.
What is data sovereignty, and why is it an issue?
At the most general level, data sovereignty is the retention of data within the jurisdiction – usually state boundaries – whose laws govern its use.
Interest in data sovereignty has been building for some time. In one sense, it looks a lot like law catching up with the “wild west” early years of cloud use and popularity. Here, organisations rushed to this new, highly flexible location to process and store data, then later discovered the risks to which they – and their customer data – had become exposed.
More recently, the drive to digital sovereignty stepped up to the level of states. That trend got a big boost during US president Donald Trump’s first term. That saw the country’s introduction of the Clarifying Lawful Overseas Use of Data (Cloud) Act, for example, which potentially allows US law enforcement to access data stored by US companies anywhere. Alarm bells started ringing, especially in Europe.
Organisations achieve digital sovereignty in their operations by making data subject to the laws and control of the state they operate in, or from. But we are far from achieving that, when, for example, Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP) have around 70% of the European cloud market, and many European state organisations are completely or overwhelmingly dependent on US hyperscalers for cloud services.
What are the concerns about data sovereignty, and what do CIOs plan to do?
Surveys regularly find IT decision-makers are concerned about data sovereignty. A Gartner survey conducted among 241 IT decision-makers globally found the majority (75%) of those outside the US plan to have a digital sovereignty strategy in place by 2030. Meanwhile, 53% said concerns over geopolitics would restrict future use of global cloud providers, and 61% said such worries would increase their use of regional or local cloud providers.
Complexity – and the potential for contradictory regulations and increased costs – is also a major concern, says Simon Robinson, principal analyst for storage and data infrastructure at Omdia.
“Our research found 74% of organisations say sovereign clouds have become more important over the last two years,” he says.
“However, it is a complex and fast-moving area. The regulatory and compliance environment is evolving rapidly. But the challenge for global organisations is that some regulations may actually conflict, potentially forcing them to contemplate whether they might break one law or regulation to satisfy another.”
Robinson adds: “At the very least it pushes up costs, may lead to inconsistent data policies around retention, and could slow down the adoption of advanced technologies, such as AI [artificial intelligence].”
So, while risks around stored data being in datacentres in a foreign country, on foreign infrastructure and subject to that country’s laws are a major worry, resolving that situation can bring its own issues too.
What is a data sovereignty audit, and why is it so important?
Core to an organisation’s responses to an unknown or uncontrolled data sovereignty situation is an audit of its data. This is the first step towards ensuring data is kept and processed within the appropriate state boundaries.
That will likely take the form of identification of the risks around different classes of data, according to Jon Collins, vice-president of engagement and field chief technology officer at GigaOm.
“Not all data is created equal, and not all parts of the architecture are created equal,” he says. “The first step is to classify what you’ve got. Identify whether it needs to fall within the scope of sovereignty, understand what kind of data it is, and consider how it might be impacted in terms of privacy, localisation and compliance.”
Key parts of a digital sovereignty strategy include mapping digital assets and data flows throughout their lifecycle and the laws to which they are subject at all stages. Then classify the data to assess risk levels for each class.
This can include geo-tagging, and should be part of an ongoing process, says Bettina Tratz-Ryan, vice-president and analyst at Gartner. “Automated discovery tools help identify and tag sensitive data, whether in physical storage or incidental locations like shared drives and folders,” she adds.
“Regular audits and compliance checks are non-negotiable and require strong governance policies and periodic manual reviews.”
How to minimise exposure to data storage risks
A data storage strategy that addresses data sovereignty builds on the classification of data in the data audit to limit what data can go where.
As part of the classification process, data will be subject to a policy that manifests in metadata tagging that indicates its sensitivity and tolerance for movement.
“Organisations should adopt a data governance as code approach, automating compliance through infrastructure as code techniques for consistent enforcement and rapid remediation,” says Tratz-Ryan.
That means sensitive data should be stored locally or in regional datacentres to meet residency requirements, with the cloud used for scalability under strict, region-specific compliance requirements.
“Continuous monitoring, encryption and geo-fencing are essential, and governance must be built in, not bolted on,” adds Tratz-Ryan.
Such approaches address the difficulties that potentially arise with data in transit. With the ability to monitor compliance and auditability built in via classification and tagging, critical workloads can be more easily segregated from less sensitive data at rest and in transit.
“Strict governance over location and movement is the cornerstone of risk mitigation,” says Tratz-Ryan.
Challenges in maintaining knowledge and control
There are many challenges to data sovereignty auditing. Data moves, and it moves across borders. We might believe we have nailed down data in our infrastructure, while data finds other backdoor routes across frontiers. Meanwhile, proprietary systems present huge challenges to audits and tagging, and staff create shadow IT, use emails, attach files, and so on.
In short, data movement in an organisation can be very complex indeed. It is potentially simple to audit and control the vast bulk of our data, but the problems come with incidental cases of data movement, says Tratz-Ryan.
“In globally connected organisations, sovereignty risks will occur even if data is stored in local servers. Remote access, backups, and software-as-a-service integrations can create cross-border exposure, triggering compliance challenges under laws like the US Cloud Act. Also, governance can be bypassed by incidental data movement via virtual private networks, personal devices, or email,” she says.
“And, for example, an automotive manufacturer may store design files on-premise in one location, but metadata and backups can flow through global product lifecycle management systems, creating sovereignty exposure.
“Incidental data movement, such as emails, shared drives and collaboration tools, often push data into unsanctioned cloud folders, outside sovereign governance. Shadow IT compounds the problem when employees use external apps without IT oversight, creating blind spots.”
GigaOm’s Collins believes that for most, the key elements needed to incorporate data sovereignty compliance are already present in their organisation.
“It’s practical to consider it within your broader governance, risk and compliance framework,” he says. “The advantage is, as a larger organisation, you already have practices, processes and people in place for audit, reporting and oversight. Sovereignty requirements can be incorporated into those mechanisms.”
Collins says we should not assume all data needs to meet sovereignty rules, and that in many cases, it’s not possible to do so.
“For example, it’s not realistic to make email a fully sovereign, locally contained application because it’s inherently distributed,” says Collins. “But you can prevent sovereign data from being transmitted by email. That’s where data loss prevention and data protection policies come in, to make sure data from certain repositories, or of certain classifications, is not emailed out.”
Similarly with cloud. Rather than try to make all cloud folders sovereign, we should instead decide what data can and cannot be stored there. And if data needs to be stored locally, then it goes to a local on-premise or domestic cloud service or availability zone.
“The core debate is deciding whether a particular dataset is sovereign,” says Collins. “If you operate in a given country and you hold customer data about people in that country, then that data stays in that country. That gives you a clear list of what cannot go into cloud folders, be sent by email, or managed by a system that can’t guarantee localisation. Once you frame it that way, the whole thing becomes much more straightforward.”
Tech
Want to Stop Doomscrolling? You Might Need a Sleep Coach
Margaret Thatcher, who was known for sleeping only four hours a night, is often credited with saying “Sleep is for wimps!” But sleep is actually work. Putting down the phone, setting aside personal or political worries—these require discipline. True relaxation calls for training.
Sleep coaches used to treat mainly newborns (and their exhausted parents). But recently, as anxieties about sleep have spiked, grown-ups have found they need help with their habits too. A Gallup poll from 2023 found that 57 percent of Americans think they would feel better with more sleep, up from just 43 percent in 2013. Only about a fourth of those surveyed reported getting the commonly recommended eight or more hours per night—down from 34 percent 10 years prior.
Sleep professionals are seizing the opportunity to help adults realize their dream of waking up rested. WIRED spoke to a sleep consultant who, after years of working with kids, tapped into that underserved population. She says it’s entirely possible to transform daytime and nighttime habits to optimize for good sleep. Why not start tonight?
Usually, an adult comes to me with one of two things: First, a major life event—work stress, having a baby, losing a parent, a relationship ending—that destabilizes their system. Sleep is always the first thing to go. The second is that they have a chronic pattern. There are people who’ve really struggled with sleep since childhood, and then it becomes a part of how they see themselves. They’ve tried everything, and then they say, “I’m an insomniac.”
In both cases, they’re exhausted. I always laugh, because when I’m cornered at a dinner party it’s like, “Oh, I just have a quick question. I haven’t slept through the night in 19 years.”
I’ve been a sleep consultant for over 20 years. I started my child sleep practice after getting my master’s in clinical psychology. I was working with a lot of parents, and I really started to notice a common issue: Their children’s sleep issues were literally pushing them to the brink of divorce.
Even once I got their kids to be fabulous sleepers, the parents were still struggling due to long-standing habits from way before their kids arrived. That’s when I realized I needed to help the adults too.
There are camps: trouble falling asleep or trouble waking up at night—or both. So that’s my job: to unravel that mystery of what’s keeping someone up at night. Some of the toughest cases are people who come in only focusing on their nighttime habits and don’t disclose things happening during the day.
One of my clients had trouble sleeping through the night for years. We realized that they consumed most of their calories at night, and nothing during the day. So they kept waking up to eat, and that completely dysregulated their system.
Another client, a woman who exercised all the time and drank 200 ounces of water a day, never made the connection that she was getting up to pee literally every hour. We had to diminish the amount of water she drank and have her stop drinking at a certain hour.
Sometimes people actually just stop functioning. I’m thinking about a mom who says, “I just forgot to clip my child’s seatbelt on in my car.” “I put my keys in the refrigerator.”
I start with the basics. Of course, we’re doing sleep hygiene, but that’s anything that you can Google: Get blackout shades, have a sleep sanctuary. Most people think they have a good setup, but their habits or their environment are working against them. That’s where coaching helps, because I can spot what they’re missing.
People have these stories that they’ve told themselves, like, “If I sleep, then I’m not working hard enough” or “I’m young and I don’t need that much sleep.” What’s the new story that you can tell yourself about sleep? From there, I use a lot of journaling, cognitive behavioral therapy techniques, mindset work, breath work.
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