Why Google, Amazon, Microsoft and Meta design their own AI chips
TPU, Trainium, Maia and MTIA: the biggest AI buyers are designing custom silicon. Here is why, what these chips do, and why NVIDIA still dominates.
AI Desk3 min read
TPU, Trainium, Maia and MTIA: the biggest AI buyers are designing custom silicon. Here is why, what these chips do, and why NVIDIA still dominates.
AI Desk3 min read
NVIDIA's lead in AI rests on more than fast GPUs: the CUDA software ecosystem, networking, full systems and developer habits. How the moat formed and its limits.
AI Desk3 min read
Dense AI racks produce far more heat than traditional servers. How direct-to-chip and immersion cooling work, their benefits for energy and water, and the trade-offs.
AI Desk3 min read
Why governments restrict exports of advanced AI chips and chipmaking tools, how the controls work, who is affected and what they mean for the global AI race.
AI Desk3 min read