Rivals Rise Against Nvidia’s AI Chip Supremacy as Zoho Redefines Collaboration with Vani

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The artificial intelligence revolution has not only reshaped industries but also ignited an intense battle among technology giants striving to power the future. At the heart of this competition lies Nvidia, a company that just a few years ago was known mainly to gamers and engineers. Today, it stands as the undisputed leader of the AI chip market, driving the world’s most advanced data centers and powering applications like ChatGPT.

Yet, as Nvidia continues to set new benchmarks, rivals from Silicon Valley to Shenzhen are closing in. From Google and Amazon to Huawei and AMD, every major player wants a piece of the AI hardware pie. Simultaneously, in another corner of the tech world, Indian software firm Zoho is pushing innovation on the software side with the launch of Vani — a next-generation collaboration platform built to help teams visualise, brainstorm, and execute ideas seamlessly. Together, these developments mark two sides of the same revolution: the race to make artificial intelligence not just powerful, but productive.

Nvidia’s Three-Headed Advantage

Nvidia’s dominance did not happen overnight. The California-based company made a strategic bet on graphics processing units (GPUs) in the late 1990s, long before AI became mainstream. Over time, its GPUs proved to be the perfect hardware for machine learning, capable of handling massive data sets and complex computations far faster than traditional CPUs.

As industry analyst Dylan Patel describes, Nvidia operates like a “three-headed dragon.” It doesn’t just design chips — it builds the networking and software infrastructure that allows those chips to operate in harmony. This holistic approach enables Nvidia to deliver complete AI systems, not just components. According to Jon Peddie of Jon Peddie Research, Nvidia can “satisfy every level of need in the data center with world-class products.”

With roughly 80 percent of the AI chip market under its control, Nvidia currently underpins the majority of AI applications used globally. Its continued innovation ensures that it stays ahead: in September 2025, the company announced its next-generation “Rubin” GPU line, slated for release in 2026, promising a 7.5-fold performance leap over its current flagship “Blackwell” chips.

The Challengers Gather

However, Nvidia’s dominance has become too large a prize for competitors to ignore. American rival AMD remains a close follower but continues to rely heavily on its CPU business, making it less aggressive in GPUs. In contrast, the big cloud players have taken a different route — building their own chips.

Google started this trend with its Tensor Processing Unit (TPU) almost a decade ago. Amazon Web Services followed with Trainium in 2020, designed specifically for AI training workloads. Together, these in-house chips now account for over 10 percent of the market and, according to SemiAnalysis, are beginning to outperform AMD in several areas including efficiency, cost, and scalability.

Even China has entered the race. Cut off from advanced U.S. chips due to export restrictions, Chinese tech giants such as Huawei, Baidu, and Alibaba have accelerated their own semiconductor development. Although their GPUs still lag behind Nvidia’s, analysts believe that with China’s vast talent pool and government-backed investment, the gap will narrow significantly over time.

Still, few experts expect Nvidia’s position to be seriously threatened soon. As John Belton of Gabelli Funds notes, “Nvidia underpins the vast majority of AI applications today, and despite their lead, they keep their foot on the gas by launching a product every year.”

A Parallel Revolution: Zoho’s Vani Redefines Collaboration

While the hardware race intensifies, another kind of innovation is unfolding in India. Zoho Corporation, the Chennai-based software powerhouse known for its suite of business tools, has unveiled Vani, a new visual collaboration platform. Designed for hybrid and remote teams, Vani is the successor to Zoho’s successful messaging app Arattai and aims to reinvent how teams brainstorm and execute ideas.

Unlike traditional tools that focus mainly on chat or file sharing, Vani revolves around visual thinking. It offers an infinite digital canvas where users can brainstorm using diagrams, mind maps, sticky notes, and AI-assisted visuals. Integrated video calls, contextual comments, and asynchronous workflows make it a one-stop environment for creativity and execution.

Zoho argues that many modern workplaces fail not because of a lack of ideas, but because ideas remain scattered across tools. Research shows that over 60 percent of Gen X and Millennial professionals prefer visual collaboration — diagrams, videos, and whiteboards — to plain text. Vani addresses this by helping teams “see” their thoughts, reducing cognitive load and speeding up decision-making.

AI at the Core of Collaboration

Artificial intelligence is deeply woven into Vani’s design. Its built-in AI assistant can automatically generate diagrams, summarise meetings, and even suggest next steps. For example, after a brainstorming session, Vani can condense ideas into a structured workflow, assign tasks, or create visual flowcharts within seconds.

The platform also allows seamless integration with Zoho’s existing suite and third-party tools, turning Vani from a brainstorming board into an execution hub. Marketing teams can plan campaigns visually; product designers can build wireframes; engineers can map system flows; and sales teams can co-create proposals — all within the same workspace.

India’s Growing Tech Footprint

Vani’s launch is another milestone in India’s growing presence in global technology innovation. While Silicon Valley races to build the infrastructure for AI, Indian companies like Zoho are building the interfaces through which people will interact with that intelligence.

Zoho CEO Sridhar Vembu, a vocal advocate for India-first software, envisions tools like Vani as a bridge between creativity and action. By uniting “Visualise, Collaborate, Execute” into one rhythm, Zoho hopes to redefine productivity for distributed teams across the world.

Two Frontiers of the AI Era

The contrast between Nvidia and Zoho highlights two essential pillars of the AI age. Nvidia is building the hardware backbone — the invisible power that trains models, processes data, and drives intelligence at scale. Zoho, on the other hand, is creating the human interface — the visual, collaborative layer that allows teams to harness that intelligence effectively.

As AI becomes both omnipresent and indispensable, the next decade will depend on how seamlessly these two worlds converge. Chips like Nvidia’s Rubin may provide the speed, but platforms like Zoho’s Vani will determine how that speed transforms into meaningful progress.