Apple is developing its custom AI accelerators for server chips named ACDC, building on its chip design experience and transitioning to its own Arm-compatible silicon. [ more ]
Tens of thousands of GPUs go under-utilized in the cloud
Cloud providers are deploying a large number of GPUs and AI accelerators, but evidence suggests they are being under-utilized.
TechInsights estimates that in 2023 alone, 878,000 accelerators were responsible for $5.8 billion in revenue, but this figure could be much higher if clusters were operating closer to capacity. [ more ]