Your Undivided Attention Chips Are the Future of AI. They’re Also Incredibly Vulnerable. With Chris Miller
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Mar 29, 2024 
Chris Miller, an expert in AI hardware and security, discusses the race to secure AI hardware for supremacy. Topics include the evolution of chips, Nvidia's use of AI for chip design, and the geopolitical vulnerability of Taiwan in the chip industry.
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GPU Dominance Powers AI Race
- GPUs are the key chip that fuels AI development and dominate the compute market.
- Nvidia controls 80% of GPUs, while TSMC manufactures almost all GPUs, showing extreme concentration in supply.
TSMC Is Chip Manufacturing Bottleneck
- TSMC manufactures cutting-edge processor chips but does not design them.
- Major chip designers like Nvidia and Apple rely heavily on TSMC's manufacturing capabilities.
Scale Drives TSMC's Market Lead
- Economies of scale make it difficult for companies to compete with TSMC.
- Larger production volumes reduce costs and improve manufacturing efficiency, creating a barrier to entry.