The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis Game of Thrones, but for AI Chips
Apr 12, 2024
Apple aims to revitalize its Mac lineup with the M4 chip, boosting AI capabilities amid a sales slump. Intel counters with the Gaudi 3 chip, claiming 50% faster performance against NVIDIA. Google and Meta join the race with their own AI chips for optimized data centers. Amazon is also on board with AI-specific chips. The Biden administration responds with support for U.S. chip manufacturing through substantial grants, underlining the geopolitical importance of AI hardware innovation in today's tech landscape.
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Apple's Mac Revitalization with M4
- Apple's Mac sales dropped 27% last fiscal year, prompting a focus on AI.
- They're overhauling their Mac lineup with the new AI-focused M4 chip.
Intel's Gaudi 3 Challenges NVIDIA
- Intel's Gaudi 3 AI accelerator challenges NVIDIA's H100 with 50% faster performance claims.
- It could be attractive if priced below the H100's cost.
Google's Axion for AI
- Google launched the Axion, an ARM-based CPU for AI, offering 30% better performance.
- They're initially using it internally before offering it to Google Cloud customers.