Big tech companies are challenging Nvidia's monopoly on AI accelerators. These efforts are aimed at breaking Nvidia's dominance in the AI accelerator market, also known as 'AI semiconductors' or 'AI chips'.
Intel recently unveiled its new AI accelerator, the "Gaudi3," at its "Intel Vision 2024" event. The Gaudi3 can train giant language models (LLMs) over 50% faster on average and is 40% more energy efficient than Nvidia's H100. It also claimed that the Gaudi3's inference speed is 30% faster than Nvidia's new "H200." Intel emphasized that the Gaudi3 is also cheaper than Nvidia's H100.
Samsung Electronics has also jumped into the AI accelerator race, with plans to mass produce an AI accelerator called 'Mach-1' by the end of the year. The Mach-1 specializes in AGI (general-purpose artificial intelligence) inference and is expected to be more power-efficient and one-tenth the price of the H100. There were also reports that OpenAI CEO Sam Altman is seeking to attract an astronomical amount of investment to develop and produce his own AI accelerators.
While big tech companies are working to break Nvidia's monopoly on the AI accelerator market, Nvidia's grip remains strong. Nvidia offers strong performance in both the hardware and software that make up its AI accelerators, and many AI developers choose Nvidia's products. However, big tech companies are also pushing into software development, and Intel is expanding its Gaudi-based software ecosystem by creating a joint lab with Naver.
This competition is expected to provide more diverse options in the AI semiconductor market and promote technological advancement.
Advanced idioms and interpretations:
✅ Break someone's grip: To weaken or challenge someone's control or dominance.
Example: Big tech companies are aiming to break Nvidia's grip on the AI accelerator market by introducing their own competitive products.
✅ Jump into the race: To become involved or participate eagerly in a competitive situation or endeavor.
Example: Samsung Electronics has jumped into the AI accelerator race by announcing its plans to mass produce the Mach-1.
✅ Push into: To advance or make progress into a particular area or field.
Example: Big tech companies are pushing into software development to complement their hardware offerings in the AI accelerator market.
✅ Mass produce: To manufacture a large quantity of something, usually for widespread distribution or availability.
Example: Samsung Electronics aims to mass produce the Mach-1 AI accelerator by the end of the year to meet increasing demand.
✅ Foster innovation: To encourage or promote the development of new ideas, products, or technologies.
Example: The competition among big tech companies in the AI accelerator market is expected to foster innovation and drive technological advancement.
