Game of Thrones, but for AI Chips
Apr 12, 2024•13 min•Transcript available on Metacast Episode description
Apple's unveiling of the M4 chip aims to rejuvenate its Mac lineup with enhanced AI capabilities, following a 27% sales drop. Intel introduces the Gaudi 3 chip, challenging NVIDIA's H100 with claims of 50% faster performance. Google and Meta intensified the race with new AI chips, Axion and MTIA, for improved data center operations. Amazon is developing AI-specific chips, while the Biden administration boosts U.S. chip manufacturing with significant Chips Act grants to TSMC, emphasizing the strategic importance of AI hardware.
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