Warfighter Quick Guide to AI Chip Differences
How Nvidia GPUs Compare To Google’s And Amazon’s AI Chips | CNBC
This video explains that the manufacturing location of AI chips is a key geopolitical issue in the semiconductor industry (13:42 – 14:00). It highlights that giants like Nvidia, Google, and Amazon largely rely on Taiwan Semiconductor Manufacturing Company (TSMC) to make their chips (13:30 – 13:37).
This video also discusses:
- The CHIPS Act and TSMC’s new chip fabrication plant in Arizona, with Apple committing to move some chip production there (13:50 – 14:03).
- Intel reviving its foundry business and making advanced node chips at a new Arizona fab, suggesting AI might be bringing chip manufacturing back to the US to ensure global competitiveness (14:22 – 14:50).
- The limitations faced by Chinese players like Huawei, ByteDance, and Alibaba in making custom ASICs due to export controls on advanced equipment and AI chips like Nvidia’s Blackwell (14:50 – 15:00).
- The importance of securing enough power for the massive AI data center buildout, with the speaker stating that if the US wants to continue to lead in AI, building out energy capacity is critical (15:05 – 15:24).
“Nvidia’s blowout earnings Wednesday affirmed its place as the world’s most valuable company, thanks to “off the charts” sales of GPUs that excel at AI workloads. But as inference needs outpace training, a smaller cheaper AI chip is gaining ground. Custom ASICs are now being designed by all the major hyperscalers. Google led the way with its TPU, followed by Amazon, Meta, Microsoft, and OpenAI’s plans with Broadcom. CNBC talked to experts and insiders at the Big Tech companies making them all.”
Chapters:
0:00 Introduction
1:31 GPUs for general computing
5:07 ASICs for custom cloud AI
10:29 On-device chips for edge AI
13:21 Geopolitics and power
Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Additional Camera: Marc Ganley, Jordan Smith
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato Editorial Support: Kif Leswing
Additional Footage: Amazon, AMD, Apple, Broadcom, Cerebras, Getty Images, Google, Groq, Ford, Intel, Meta, Nvidia, Qualcomm, Samsung, TSMC
#CNBC Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium
