AI chips
So-called AI chips, a new generation of hardware designed to optimally run AI-related workloads, are seeing explosive growth and innovation. Cloud mainstays such as Google and Amazon are building new AI chips for their datacenters — TPU and Trainium, respectively. Nvidia has been dominating this market and built an empire around its hardware and software ecosystem.
Intel is looking to catch up, be it via acquisitions or its own R&D. Arm’s status remains somewhat unclear, with the announced acquisition by Nvidia facing regulatory scrutiny.
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