Nvidia's new Blackwell GPU architecture performs tasks at more than twice the speed of its current offerings, maintaining its position as a major player in AI chips.
Big Tech companies like Meta Platforms, Amazon, and Alphabet are investing in in-house chips, though not to compete directly with Nvidia's AI capabilities. They aim to offer cost-saving options to customers.
Bank of America Securities analyst highlights the potential for internet sector savings from in-house processors optimized for specific high-volume workflows, with semiconductor gross margins ranging from 45% to 75%.
Meta Platforms releases the Meta Training and Inference Accelerator chip, geared towards supporting AI workflows and plans for the launch of their latest AI model, Llama3, indicating a significant focus on AI integrations.
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