What company is putting the most emphasis on AI?

[John Clark]

Currently Nvidia's H100 GPU is the preferred hardware to use in the teaching of large language models and they cost about $50,000 each. So learning what companies are buying the most of them will give you a rough idea of which companies are pushing for AI the hardest. Microsoft and Meta (a.k.a. Facebook) are tied for first place, they each spent about $7.5 billion to buy 150,000  H100s in 2023, 3 times more than any other company. Apple was not even in the running, it looks like Bill Gates may have the last laugh over the ghost of Steve Jobs.  

John K Clark    See what's on my new list at  Extropolis

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[Brent Meeker]

Apple makes it's own chips for it's computer, the Apple M2 for example which has equivalent power to mid-range consumer Nvidia graphic chips.  Maybe they even have specific internal versions for running AI models.

Google also makes it's own tensor chips specifically for AI.

Interesting to see Tencent there - they own a big part of Epic Games.

Brent

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[John Clark]

On Mon, Jan 22, 2024 at 4:25 PM Brent Meeker <meeke...@gmail.com> wrote:

> Apple makes it's own chips for it's computer, the Apple M2 for example which has equivalent power to mid-range consumer Nvidia graphic chips.  Maybe they even have specific internal versions for running AI models. Google also makes it's own tensor chips specifically for AI.

Actually Apple and Google design their own chips but they do not make them, neither does Nvidia, the Taiwan company TSMC makes the chips, in fact they make nearly everybody's chips. About the only company that still designs and manufactures their own chips is Intel.  TSMC has promised its customers that it will never design a chip, it will only manufacture them, and by specializing it has learned to be very very good at it.   But I agree Nvidia is unlikely to keep its virtual monopoly on AI chips for very long.

John K Clark    See what's on my new list at  Extropolis

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