Amid the synthetic intelligence increase, demand for AI chips has exploded. However this push for chips additionally creates new challenges for nations and corporations. How will nations deal with the massive quantities of power these chips devour? Will anybody compete with Nvidia to provide the AI chips of the longer term? And might China develop its personal chips to gasoline its personal AI growth?
James Kynge visits a knowledge centre to learn the way superior AI chips are inflicting new issues for the sector. In Phoenix, Arizona, James meets Mark Bauer, co-leader with JLL’s Information Middle Options group, and Frank Eichenhorst, vice chairman of information centre operations at PhoenixNAP.
How will the conflict of titans play out between NVIDIA and Huge Tech? And we hear from Amir Salek, senior managing director at Cerberus Capital and the brains behind Google’s TPU chip; Tamay Besiroglu, affiliate director of Epoch AI; Dylan Patel, lead analyst at consulting agency SemiAnalysis; and the FT’s world tech correspondent Tim Bradshaw to seek out out extra in regards to the battle for AI chips.
SMIC didn’t reply to a request for remark.
Free hyperlinks to learn extra on this matter:
Nvidia and the AI increase face a scaling drawback
Chip challengers attempt to break Nvidia’s grip on AI market
Amazon steps up effort to construct AI chips that may rival Nvidia
TSMC says it alerted US to potential violation of China AI chip controls
Introduced by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Govt producer is Manuela Saragosa. Sound design by Joseph Enrick Salcedo, with unique music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Particular due to Tim Bradshaw.
Learn a transcript of this episode on FT.com
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