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Artificial intelligence
fromTheregister
10 hours ago

Broadcom says AI companies can't make their own silicon

Broadcom will deploy multiple gigawatts of custom accelerators for Meta, OpenAI, and Anthropic, with AI companies unable to develop competitive in-house silicon for years.
fromTheregister
5 months ago

Microsoft aims to swap AMD, Nvidia GPUs for its own AI chips

Driving the transition is a focus on performance per dollar, which for a hyperscale cloud provider is arguably the only metric that really matters. Speaking during a fireside chat moderated by CNBC on Wednesday, Microsoft CTO Kevin Scott said that up to this point, Nvidia has offered the best price-performance, but he's willing to entertain anything in order to meet demand.
Artificial intelligence
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