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As AI matures, chip industry will look beyond GPUs, AMD chief says

Livemint

Livemint · 10m ago

As AI matures, chip industry will look beyond GPUs, AMD chief says

The future of computer chips for artificial intelligence (AI) may require a slowdown in the rapid pace of change in AI technology. Graphics processing units (GPUs) have been the go-to choice for training and running AI models, but as the industry moves towards standardized model designs, there is an opportunity to develop custom chips that are more energy-efficient, smaller, and cheaper. Companies like Amazon and Google have already developed their own custom AI chips, and while there are challenges in terms of flexibility and interoperability, a combination of different types of chips will likely be used in future AI models.

Related News

Could AMD break Nvidia’s chokehold on chips?

Livemint

Livemint · 1y ago

Could AMD break Nvidia’s chokehold on chips?

Advanced Micro Devices (AMD) has emerged as a strong competitor to Nvidia in the artificial intelligence (AI) chip market. AMD's new MI300 chip outperforms Nvidia's H100 chip in terms of specifications, and the company expects to sell $3.5 billion worth of MI300s in 2023. AMD's focus on CPUs for data-center servers and GPUs for gaming consoles has paid off, with its market value growing 100-fold to $270 billion. However, AMD still faces tough competition from Nvidia's dominance in AI accelerator chips, but its strong hardware and partnerships position it as a viable alternative.

NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions | TechCrunch

TechCrunch · 2m ago

NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions | TechCrunch

NVIDIA and AMD plan to sell new AI GPUs in China to align with U.S. export restrictions on advanced semiconductor technology. NVIDIA will offer a "B20" GPU, while AMD introduces the Radeon AI PRO R9700 for AI workloads. These sales are set to begin in July. NVIDIA also anticipates an $8 billion revenue impact in Q2 due to licensing constraints affecting its H20 chip sales in China, following a $4.5 billion hit in Q1.

A lone developer just open sourced a tool that could bring an end to Nvidia's AI hegemony — AMD financed it for months but abruptly ended its support. Nobody knows why

Techradar

Techradar · 1y ago

A lone developer just open sourced a tool that could bring an end to Nvidia's AI hegemony — AMD financed it for months but abruptly ended its support. Nobody knows why

Andrzej Janik, the creator of ZLUDA, a tool that allows CUDA code to run on GPUs from AMD and Intel, has open sourced the project after both companies dropped their support. Originally developed as a means to enable Intel GPUs to run CUDA applications, Janik left Intel and was contracted by AMD to continue developing ZLUDA. However, AMD also discontinued its support for the project. ZLUDA, now based on AMD's ROCm solution and supporting only Radeon GPUs, is considered complete and will only receive updates for specific workloads. Despite lacking corporate backing, ZLUDA has shown promise in allowing CUDA software to run on AMD GPUs.

AMD CEO says ready to start chip production at TSMC's plant in Arizona

Economic Times

Economic Times · 3m ago

AMD CEO says ready to start chip production at TSMC's plant in Arizona

AMD CEO Lisa Su announced readiness to commence chip production at TSMC's Arizona facility, aiming to boost AI server manufacturing in the U.S. This aligns with potential U.S. tax adjustments on imported semiconductors, hinted by President Trump. AMD, a leading PC chip supplier, primarily collaborates with TSMC, a major contract chip manufacturer in Taiwan. The move showcases AMD's strategic shift towards increasing domestic chip production amidst evolving trade dynamics.

Microsoft’s new era of AI PCs will need a Copilot key, says Intel

The Verge

The Verge · 1y ago

Microsoft’s new era of AI PCs will need a Copilot key, says Intel

Intel, Microsoft, Qualcomm, and AMD are working on developing AI PCs as we move towards AI-powered features in Windows. Microsoft has set requirements for OEMs to build an AI PC, including the integration of a Neural Processing Unit (NPU), latest CPUs and GPUs, and access to the Copilot key. Some laptops, like Asus' ROG Zephyrus, have already shipped with Intel's Core Ultra chips but lack the Copilot key. Intel and Microsoft are hoping OEMs will meet the requirements over time. Intel is also expanding its AI PC acceleration program to engage software developers and hardware vendors.

Nvidia jumps ahead of itself and reveals next-gen “Rubin” AI chips in keynote tease

Arstechnica

Arstechnica · 1y ago

Nvidia jumps ahead of itself and reveals next-gen “Rubin” AI chips in keynote tease

Nvidia CEO Jensen Huang announced the company's new AI-accelerating GPU platform and detailed plans for upcoming chip releases during his keynote at Computex 2024. He introduced the Blackwell Ultra chip planned for 2025 and a subsequent platform called "Rubin" set for 2026. Huang hinted at possible regrets for prematurely announcing the Rubin platform, but shared that it will leverage new high-bandwidth memory technology and offer cost and energy savings. Additionally, Nvidia unveiled a new ARM-based CPU called "Vera," which will be featured on an accelerator board alongside one of the Rubin GPUs. The announcement demonstrates Nvidia's confidence despite competition from companies like AMD and Intel.

GPUs Transformed AI. Now They’re Here For Quantum.

Livemint

Livemint · 1y ago

GPUs Transformed AI. Now They’re Here For Quantum.

Companies are finding a new way to utilize quantum algorithms before the maturity of quantum hardware by running them on chips used for AI. This simulation process has been boosted by the increasing computing power of graphics-processing units (GPUs) and other advanced chips. GPUs are well-suited for running quantum algorithms due to their ability to handle dense math and high bandwidth memory. Although simulation has its limitations, it can accelerate research and deliver better results than traditional computing setups. As quantum hardware matures, GPU computing could still have a role to play, including in error correction.

Adobe, others join White House's voluntary commitments on AI

Economic Times

Economic Times · 1y ago

Adobe, others join White House's voluntary commitments on AI

Silicon Valley chip startup Enfabrica has secured $125 million in venture capital funding, with Nvidia as a strategic investor. Enfabrica specializes in networking chips for AI data centers, aiming to create more efficient connections between GPUs (graphics processing units). Its network chip design allows GPUs to access data from multiple sources simultaneously, optimizing their utilization. This innovation could help lower the cost of AI computing, making it more accessible. Nvidia's GPUs are vital to AI data centers, and this partnership aims to improve their efficiency.

AI chip startup Enfabrica raises $125 million, with backing from Nvidia

Economic Times

Economic Times · 1y ago

AI chip startup Enfabrica raises $125 million, with backing from Nvidia

Silicon Valley chip startup Enfabrica has secured $125 million in venture capital funding, with Nvidia as a strategic investor. Enfabrica specializes in networking chips for AI data centers, aiming to create more efficient connections between GPUs (graphics processing units). Its network chip design allows GPUs to access data from multiple sources simultaneously, optimizing their utilization. This innovation could help lower the cost of AI computing, making it more accessible. Nvidia's GPUs are vital to AI data centers, and this partnership aims to improve their efficiency.

AMD sees AI chip market exceeding $500 billion by 2028

Economic Times

Economic Times · 1m ago

AMD sees AI chip market exceeding $500 billion by 2028

AMD anticipates the artificial intelligence processor market to surpass $500 billion by 2028, growing from $45 billion in 2023. CEO Lisa Su highlighted that this expansion will be driven by advancements in inferencing technologies. The company introduced the MI350 Series GPUs and other products at the Advancing AI 2025 conference. AMD is promoting open architecture and developer access programs, aiming to differentiate itself from Nvidia and foster innovation within the AI sector.

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