2 ms·
It’s astonishing to look at the future and realize that all of this capacity is being created because of the forecast expansion of technology. Like, how crazy i
by happytiger 3y ago
It’s astonishing to look at the future and realize that all of this capacity is being created because of the forecast expansion of technology. Like, how crazy integrated into everything are we going to get?
Sam’s massive fab for AI chips alone is huge news. Japan is pouring it on.
I know people comment about the growth and bust cycle in chips, but it does create profound societal transformation in the process and I’m really starting to wonder just how profound the change that’s coming is going to be — if history guides us it looks pretty big.
The challenge all these AI vendors are trying to solve and why national priorities are turning towards supplementing this industry is to try to capture market share to solve critical shortage of computing power specifically (in microchips or GPUs) that are necessary to advance AI technologies.
And like I mentioned Nvidia has been the hot AI chip with the H100 (and it’s lead to a rather high market valuation — a trillion dollars). But their success is getting noticed and we are seeing Microsoft, Meta, OpenAI, Amazon, and Google all throw in to create their own AI processors. And that’s why you see this massive spending by nation states, because they don’t want to be left behind in this conversion and what is presumed to be ground floor opportunity for the “next big wave” of technology.
Different companies are doing different things but almost all of them are going all in on in-house design and many on FAB itself:
Microsoft is in-housing the Maia 100 for cloud.
Google is doing the TPUs and a bunch of other stuff not public yet.
Amazon won’t be left out with the hilariously named Trainium for machine learning and a bunch of chips under development for AWS.
META is doing the MTIA and Artemis in house.
SoftBank has realized that real estate isn’t it and now has their Izanagi project.
Huawei has their 910B.
Nvidia is all-in on GPUs like the H100 (and developing the H200) and making huge piles of money helping other create custom AI chips.
And of course I already mentioned it by Sam Altman is seeking trillions for some unnamed chipset.
What other major efforts do people know about? Seems like a massive shift and if this is as big as it looks, like I said, this is going to change society incredibly.