Gpu articles

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Big Tech needs to generate $600 billion in annual revenue to justify AI hardware expenditure

The big picture: The tech industry is riding a new high amid a frenzy fueled by AI. Big Tech companies have been plowing huge sums to build out the necessary infrastructure to meet what they perceive demand will be for these products in the coming years. One analyst warns however that the industry needs to stop and consider whether the actual revenue generated by AI will be enough to support these investments.
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Is there a sustainable model for AI factories?

Navigating the heavy freight of AI data processing
Editor's take: Investors usually hate airlines – they're capital-intensive, have high operating expenses, limited suppliers, and no way to differentiate with customers. How are AI factories any different?
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AMD approached to make world's fastest AI supercomputer powered by 1.2 million GPU

Forward-looking: It's no secret that Nvidia has been the dominant GPU supplier to data centers, but now there is a very real possibility that AMD might become a serious contender in this market as demand grows. AMD was recently approached by a client asking to create an AI training cluster consisting of a staggering 1.2 million GPUs. That would potentially make it 30x more powerful than Frontier, the current fastest supercomputer. AMD supplied less than 2% of data center GPUs in 2023.
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Opinion: Power Politics and GPUs

The challenge of staying ahead in AI
Editor's take: As much as it would make sense for Nvidia to focus solely on being the leading AI silicon vendor, their rise to power has left them with little choice but to continue pushing forward in areas that make some of their big customers uncomfortable.