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Four other tech giants besides Google, Microsoft and Nvidia are making their own AI chips

Four other tech giants besides Google, Microsoft and Nvidia are making their own AI chips


Nvidia's rise to the top of the tech industry is due to the explosive growth of artificial intelligence (AI) technology. Known for its gaming graphic processing units (GPUs), Nvidia has cleverly positioned itself for the future as its GPUs have proven ideal for the complex calculations required for AI tasks such as training large learning models. Companies like Google, Microsoft, Amazon, and Meta all rely heavily on Nvidia's H100 AI chips, which are designed specifically for AI applications and offer a significant performance boost over traditional CPUs. However, with high demand and limited supply, some tech giants have already announced or are considering launching their own AI chips to gain an edge. Below is a list of companies that have their own AI chips or are working on launching them in the near future to reduce their reliance on Nvidia.

Google's TPU chip series

Google has built and relied on custom-designed tensor processing units (TPUs) to run its AI models. Its latest chip, Trillium, announced at the Google I/O event in May, is said to be five times more powerful than its predecessor, the TPU v5e. Companies including Assembly AI, Hugging Face, and Anthropic use Google's TPUs.

Microsoft Azure Maia 100

Last year, Microsoft unveiled its Azure Maia 100 AI chip, designed to run cloud-based AI workloads. It's currently being tested with Bing AI chatbots, GitHub Copilot and OpenAI's GPT-3.5-Turbo language model, and Microsoft is already developing its successor.

Amazon's Trainium chip

AWS Trainium is a machine learning (ML) chip developed by AWS specifically for deep learning (DL) training. Last year, the company unveiled Trainium2, which is said to deliver up to four times the training performance and three times the memory capacity compared to the first-generation Trainium chip. Anthropic, which received a $4 billion investment from Amazon in March, plans to leverage the tech giant's AI chip.

Meta's Project Artemis

Facebook's parent company Meta is focused on AI, and in April revealed plans for its second-generation AI chip, Artemis, which will surpass its first Meta Training and Inference Accelerator (MTIA) product launched last year. The company said in a blog post that the chip's architecture is fundamentally focused on providing the right balance of compute, memory bandwidth and memory capacity to serve ranking and recommendation models.

AMD M-series processors

Advanced Micro Devices (AMD) unveiled its latest AI processors at Computex earlier this month. AMD CEO Lisa Su unveiled the MI325X accelerator, due to be released in the fourth quarter of 2024. AMD also unveiled a series of chips called the MI350, due to be released in 2025, which aims for a 35x performance boost in inference, the process of computing generative AI responses. AMD unveiled the MI400 series, due to be released in 2026.

Intel Gaudi AI chip

Intel also unveiled its first-generation Intel Gaudi AI deep learning processor, which the company says has an architecture designed for deep learning performance and efficiency, while also enabling flexible system scaling.




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