Christopher Barosky
@foobarosky
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Mustafa Suleyman on the AI Revolution, Part 2

Intelligence Squared

The Importance of Hardware in the AI Industry

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The hardware part of the AI industry is raising a big question due to monopolies and concentration of chips in a certain country. COVID has shown the negative impact of hardware supply shortages. AI models are trained on GPUs, and thousands of these chips are daisy-chained together to create enormous clusters. One company, NVIDIA, manufactures all these chips, which are made in a factory in Taiwan. The key components of these chips are manufactured by a Dutch company called ASML. The supply chain in the hardware industry is extremely narrow.

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