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AMD: How Chips Are Changing - [Business Breakdowns, EP. 73]

Business Breakdowns

INSIGHT

Shift to Heterogeneous Compute in Data Centers

  • Data centers, traditionally reliant on CPUs, are shifting towards a mix of different processing units.
  • The rise of AI, essentially linear algebra computations, has driven the adoption of GPUs for this task.
  • Specialized ASICs designed specifically for AI processing offer even greater efficiency than GPUs.
  • This trend is fueled by the slowing performance gains of general-purpose CPUs and the increasing feasibility of developing custom silicon.
  • This transition to heterogeneous computing, combining CPUs with GPUs, ASICs, and other specialized chips, is reshaping data center architecture.
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