Daybreak The Microsoft vs Nvidia battle, powered by an army of Indian engineers
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Jan 13, 2025 A significant shift in tech hiring dynamics unfolds as Microsoft seeks silicon hardware engineers, aiming to counter Nvidia's chip monopoly. The tech giant is targeting talents from top Indian institutes, underscoring the importance of proprietary chip development. The podcast also explores the competitive landscape with Nvidia's upcoming serverless API launch and its implications for cloud markets. Dive into the strategic decisions and the vibrant Indian semiconductor ecosystem driving these developments!
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Microsoft's New Hardware Role
- Five days before placements at IIT Madras, Microsoft added a new role: silicon hardware engineer.
- This was the first time Microsoft hired for this role, extending beyond top-tier IITs like IIT Madras to others like IIT ISM Dhanbad.
Nvidia's Monopoly
- Tech companies are aggressively pursuing AI and cloud computing due to high demand.
- Despite benefiting from the AI boom, companies like Microsoft, Amazon, and Google face profit limitations due to Nvidia's AI chip monopoly.
CPUs vs. GPUs
- There are two types of hardware used in this domain, the widely available CPU and the GPU, which has become increasingly popular due to AI's rise.
- Unlike CPUs, GPUs have a market leader: NVIDIA.