The market for AI accelerators is projected to reach $400 billion by 2027 and Nvidia and AMD are the two biggest ponies in the race.
Which is going to be difficult, since it's not just a matter of building a faster processor. Memory is much more important for AI workloads and packaging the units is also a major bottleneck that suppliers are struggling to deal with.
The Next Platform's co-editor Timothy Prickett Morgan and The Register's own Tobias Mann were both on the ground in Santa Clara for the launches and share their take on the new technology, and how the market is going to develop. It's clear the supply shortage isn't going to clear in the next year or so, and are AMD and Nvidia in a rush to see things change? Warning: May contain sarcasm.
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