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Intelligence images of a downed Shahed MS001 drone with NVIDIA Jetson Orin AI hardware Ukraine MoD The drone war in Ukraine has become an AI arms race as both sides rush to deploy AI-enabled systems which are immune to radio interference, making protective jammers useless, and which can find and attack targets on their own. This arms race is driven by hardware from the world’s biggest company, NVIDIA. Sanctions should prevent Russia from acquiring NVIDIA hardware, but their chips have been found as key components in the latest Russian, with several different types deployed all using NVIDIA hardware. The Hardware Giant NVIDIA is the world’s largest company by market value, and the first ever to break the $4 trillion barrier. NVIDIA headquarters in Santa Clara of Silicon Valley, California Anadolu via Getty Images The company is incredibly successful, with an estimated an estimated 85% of the global AI chip market, because it makes what everyone wants: powerful hardware to drive AI. The chips, known as GPUs (Graphics Processor Units) or accelerators, differ from the typical computer chip or CPU (Central Processing Unit) in being able to handle lots of small tasks simultaneously rather than applying more power to a few tasks. This is parallel processing, and it is essential for most types of AI, which involve huge datasets. Their success is reminiscent of the chip wars of the 1980-90s when desktops PCs ground slowly through large spreadsheet calculations and other complex tasks. CPU power was vital and Intel rose to dominance, with ever-faster clock speeds and transistor counts in their 386, 486 and Pentium processors. NVIDIA is doing the same with GPUs in the 2020s, producing every more capable versions and outpacing the competition. NVDIA has several different families of chips for different applications, including high-power units for data centers…

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Filed under: News - @ August 8, 2025 8:27 am