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 compute
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
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