The AI Infrastructure Stack
Overview  /  Tier IV — Compute Hardware  /  Layer 08: Accelerators — GPUs & ASICs
Sub-category 8.1

Merchant GPUs (Training-Capable)

General-purpose AI accelerators sold to everyone. The Nvidia layer plus AMD challenging at the margin.

Players

Players: Nvidia (H100/H200, B100/B200, GB200 NVL72, Rubin) NVDA, AMD (MI300X, MI325X, MI350, MI400) AMD, Intel (Gaudi 3, Falcon Shores) INTC

Analysis coming soon — this page is scaffolding for deeper research into merchant gpus (training-capable).