It’s already happening. This article takes a long look at many of the rising threats to nvidia. Some highlights:
Google has been running on their own homemade TPUs (tensor processing units) for years, and say they on the 6th generation of those.
Some AI researchers are building an entirely AMD based stack from scratch, essentially writing their own drivers and utilities to make it happen.
Cerebras.ai is creating their own AI chips using a unique whole-die system. They make an AI chip the size of entire silicon wafer (30cm square) with 900,000 micro-cores.
So yeah, it’s not just “China AI bad” but that the entire market is catching up and innovating around nvidia’s monopoly.
It’s already happening. This article takes a long look at many of the rising threats to nvidia. Some highlights:
Google has been running on their own homemade TPUs (tensor processing units) for years, and say they on the 6th generation of those.
Some AI researchers are building an entirely AMD based stack from scratch, essentially writing their own drivers and utilities to make it happen.
Cerebras.ai is creating their own AI chips using a unique whole-die system. They make an AI chip the size of entire silicon wafer (30cm square) with 900,000 micro-cores.
So yeah, it’s not just “China AI bad” but that the entire market is catching up and innovating around nvidia’s monopoly.