9 Key Developments In AI Chips During Q4 2023
Who's winning the arms race that's going on in the world of AI chips
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AI chips saw major advancements in Q4 2023. I asked ChatGPT to show me how one would design a GPU in an ancient Sumerian city. It generated the above image. Looks pretty cool! Now onto the topic at hand, here's a list of 9 key developments in AI chips during Q4 2023 that caught my eye:
1. Intel's new AI chip: Gaudi3 is set to challenge Nvidia and AMD. This move suggests a heating competition in AI chip technology.
2. Microsoft's Foray into AI Chips: Microsoft unveils its first AI chip, Maia 100. This marks a significant step in diversifying the AI chips market.
3. Nvidia's record-breaking supercomputer: Nvidia demonstrated its AI computing prowess with its Eos supercomputer that can train a 175-billion parameter GPT-3 model in under 4 minutes.
4. Qualcomm's AI-Heavy Snapdragon Chip: Qualcomm's next Snapdragon chip is poised to be a game-changer for Android phones. It is heavily focused on AI.
5. IBM's Efficient AI Processor: IBM's new AI processor shows that there's a growing focus on making AI more energy-efficient.
6. Breakthrough in AI Energy Efficiency: A new ultra-efficient transistor has been proposed by researchers at Northwestern University that cuts AI energy use by 99%. It's a major leap towards energy-efficient AI computing.
7. AMD Launches MI300X: AMD launches its MI300X chip, which is an AI accelerator. Also its acquisition of AI software startup Nod.ai aims to strengthen its AI capabilities, showing the importance of software in the AI chip market.
8. OpenAI's Chip Ambitions: OpenAI is reportedly exploring making its own AI chips, reflecting the trend of AI-focused organizations developing specialized hardware.
9. Intel's AI-focused Laptop Chips: Intel's latest laptop chips are designed to handle generative AI applications. It suggests a shift towards AI-optimized consumer electronics.
If you're a founder or an investor in these sectors, I'd love to hear from you. I’m at prateek@moxxie.vc and our fund Moxxie Ventures leads seed rounds.
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