Nvidia surpasses Intel to become the highest-revenue chip company in the U.S. Nvidia leads the data center GPU market. AMD challenges Nvidia's GPU market. RISC architecture changes the computing hardware landscape. Market competition intensifies, with new entrants threatening industry leaders.

The semiconductor industry achieved counter-trend growth in the second quarter, with revenue increasing by 3.8%. NVIDIA drove the turnaround in the semiconductor industry in Q2 2023, with a revenue increase of $4.65 billion. The demand for Generative Artificial Intelligence (GAI) fueled NVIDIA's rapid growth. The semiconductor market is gradually recovering, but the overall scale remains lower than a year ago. NVIDIA has excelled in the field of Generative AI, becoming the biggest winner.