… Competitor Cerebras had the first breakout IPO of the year, while AI chip maker Groq just raised $650 million . Hyperscalers Amazon, Google, and Microsoft all build their own in-house AI chips. Even OpenAI just announced its first custom chip , built by Broadcom. …
… Samsung is already embedded in the AI industry, and acts as a major partner of Nvidia, producing chips that the company needs to train or run its AI models. In turn, Samsung uses Nvidia’s software to manufacture its chips. The duo are working on an AI chip factory in South Korea. …
… Ross, who came from Google, was known in the AI chip world for helping create Google’s AI chip, the Tensor Processing Unit . …
… In that same shareholder letter in April, Jassy said the current Trainium chip capacity had sold out almost instantly. So, too, he said, had the capacity for the next one, Trainium4, which won’t even be available for more than a year. …
… Google has also been making its own AI chips for years. Microsoft just launched its Maia AI chip in January. Not surprisingly, Nvidia CEO Jensen Huang said last week that he’s more than ready to defend, and even grow, his turf. …
Chipmaker AMD is taking aim at competitor Nvidia with its latest hardware release: a rack-scale system designed to power computing needs of the world’s largest AI labs. At the company’s sold-out Advancing AI conference in San Francisco on Thursday, AMD Chair and CEO Dr. …
… It will be fueled by Nvidia’s Vera Rubin systems , the chipmaker’s state-of-the-art AI chip architecture. Volta is part of Nvidia’s Cloud Partner program , which is a consortium of AI cloud providers that use Nvidia’s GPUs in their data centers. …
… With ZML/LLMD , the newly launched LLM inference server, the company’s ambition is to break existing silos and make different chips available for AI use cases at their maximum available speed, and sometimes faster, ZML founder Steeve Morin told TechCrunch. …
… What companies has Mistral AI acquired? In addition to infrastructure startup Koyeb , Mistral has also bought Emmi , an Austrian startup focusing on physics AI, with the ambition to better support industrial enterprises in their AI transformation. Will Mistral AI make its own chips? …
… Wedbush Securities analyst Matthew Bryson said Nvidia’s investments fall “squarely into the circular investment theme,” but suggested that if successful, they could help the company build a “competitive moat.” Topics AI , nvidia , OpenAI , Startups , Venture Related AI Anthropic has acquired the de…