The major cloud builders primarily utilize Nvidia datacenter GPUs or their proprietary XPU accelerators for AI training, underscoring a collective reliance on limited hardware options.
AI training focuses on research and development, where time and budget constraints heavily influence technology choices, making it hard to explore alternatives beyond Nvidia.
AI chip startups like Cerebras and SambaNova are pivoting towards AI inference due to rising demand, as it holds potential business opportunities despite previous challenges.
The anticipated demand for AI inference capacity may far exceed that of AI training, indicating a significant shift in the computational needs of the enterprise market.
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