🚀The AI Arms Race: It's Not Just About Chatbots, It's About Cloud & Chips 🚀
The hype around AI is undeniable, but there's a deeper story unfolding beneath the surface. It's not just about which LLM reigns supreme. It's a battle for
control of the very infrastructure that powers the future - cloud computing
and AI chips.
Think of it as a two-pronged war:
1. Cloud Domination ⚔
Companies like Anthropic are betting big on cloud providers. Anthropic's
decision to use AWS exclusively could translate into billions for Amazon. This isn't just about Anthropic, everyone is playing this game!
The stakes are high: Microsoft Azure, Google Cloud, and AWS are locked in a multibillion dollar fight for cloud supremacy. The AI revolution is fueling this
war, and the winners will be the ones who control the platforms that powers it.
2. Chip Wars 🚀
Chips are the heart of AI, and Nvidia has long been the dominant player. But the landscape is changing rapidly:
But let’s just look at the last few weeks:
🔹Nvidia:
➡The company announced the H200 GPU on November 13.
➡This new chip is designed for AI work and upgrades the H100 with 1.4x
more memory bandwidth and 1.8x more memory capacity.
➡The first H200 chips are expected to be released in the 2nd quarter of 2024
🔹Microsoft:
➡Microsoft unveiled the Maia 100 artificial intelligence chip on November 15.
➡The chip is designed for AI tasks and generative AI.
➡The company hasn’t provided a specific timeline for the release of the Maia 100, but it is expected to arrive in early 2024
🔹Amazon:
➡Amazon Web Services (AWS) announced the next generation of two AWS-designed chip families—AWS Graviton4 and AWS Trainium2 —on November 28.
➡These chips are designed for a broad range of customer workloads, including ML and AI applications - that was at their big show in Vegas
And Google has jumped in to this race as well.
These aren't just random investments, they're strategic hedges and land grabs for the cloud market.
The year ahead promises to be explosive.
This is about more than just chatbots, it's about the foundational technologies that will shape our digital future.
#AI #CloudComputing #ChipWar #Tech #FutureOfTech #Innovation
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Machine Learning Engineer|| Gen AI || NLP || AI || Tensorflow Developer|| Google Cloud Certified Professional ML Engineer
2moThis is gonna be powerful compute services for advancing the AI study in the field of Genomics and can be helpful to identify the many genetic diseases at early stage..excited to see the capabilities of Trillium TPU