Google’s ‘firebombs’ have sparked off battles over both hardware and software in the arena of AI
However, this war goes beyond the skirmish between Google and Nvidia. Google’s success is a shot in the arm for the inhouse chip design teams at every global giant, including Microsoft, Amazon, Meta, Tesla, Huawei and Alibaba. They recognize that the pursuit of custom silicon is no longer an optional investment, but an existential necessity. The promise is not only material cost savings, which can be staggering over time, but the competitive edge of a whole-stack solution.
Post Comment