The article discusses how major cloud service providers like Microsoft, AWS, and Google are revolutionizing the CPU and GPU markets by creating custom silicon in response to rising demand for GPUs, particularly due to AI. Faced with shortages exacerbated by the pandemic, these companies are moving away from off-the-shelf hardware to innovate internally. This trend not only addresses immediate supply challenges but has the potential to reshape the industry landscape, with new custom chips like Microsoft's Azure Boost DPU and AWS's Trainium enhancing performance and security in cloud computing.
When in doubt, build your own. The GPU shortage, compounded by pandemic-era supply chain disruptions and increased competition for high-end chips, has forced public cloud giants to turn inward.
This shift, initially a response to immediate shortages, has the potential to reshape the cloud industry and the broader CPU and GPU markets as cloud providers dive deeper into chip innovation.
Public cloud providers like Microsoft are driving the change, introducing custom chips like the Azure Boost DPU, which aims at optimized data handling for AI workloads.
AWS has established itself with custom chips such as Trainium and Inferentia to address specific needs in machine learning training and inference workloads.
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