{"id":2891,"date":"2023-07-22T21:03:12","date_gmt":"2023-07-22T21:03:12","guid":{"rendered":"https:\/\/dailyai.com\/?p=2891"},"modified":"2023-07-22T23:06:22","modified_gmt":"2023-07-22T23:06:22","slug":"as-demand-for-ai-hardware-surges-startups-are-looking-for-a-slice-of-the-pie","status":"publish","type":"post","link":"https:\/\/dailyai.com\/it\/2023\/07\/as-demand-for-ai-hardware-surges-startups-are-looking-for-a-slice-of-the-pie\/","title":{"rendered":"La domanda di hardware per l'intelligenza artificiale \u00e8 in aumento e le startup cercano una fetta della torta"},"content":{"rendered":"<p><b>As tech companies seek high-end chips to train their AI models, startups are queuing to alleviate the demand from giants like Nvidia.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Nvidia joined the \u2018$1 trillion\u2019 club\u2019 <\/span><a href=\"https:\/\/dailyai.com\/2023\/05\/nvidia-market-value-briefly-touches-the-coveted-1-trillion-mark\/\"><span style=\"font-weight: 400;\">in May<\/span><\/a><span style=\"font-weight: 400;\">, its growth fueled by tremendous demand for high-end chips designed for AI, including the A100 and H100.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These chips are used by many of the big players in AI, including Inflection, Microsoft, Meta, and OpenAI, though a handful of companies produce their own chips, including Google.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The current supply of high-end chips simply isn\u2019t meeting demand, leaving a gap in the market for smaller companies such as SambaNova, Graphcore, and Tenstorrent, which have raised over $3bn for their AI hardware in recent years.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another AI chip manufacturing startup, Cerebras, <a href=\"https:\/\/www.cerebras.net\/press-release\/cerebras-and-g42-unveil-worlds-largest-supercomputer-for-ai-training-with-4-exaflops-to-fuel-a-new-era-of-innovation\">recently announced<\/a> a collaboration to build a network of supercomputers for UAE-based tech group G42.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Cerebras&#8217; CEO, Andrew Feldman, said of the deal, &#8220;AI has an insatiable demand for compute. When you&#8217;re David fighting Goliath, you look for cracks&#8230; [Nvidia&#8217;s] inability to meet demand is just such a crack.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Talal Alkaissi, CEO of G42 Cloud, said, &#8220;People can\u2019t get the hardware they want, or it\u2019s too expensive. The market is hungry for alternatives.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">G42 plans to resell excess capacity to other customers via cloud-computing platforms.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Demand for AI chips at record highs<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Major tech firms are developing their own semiconductors, such as Amazon Web Services, which launched its custom chip, Trainium, in 2020.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Google Cloud has offered customers Tensor Processing Units (TPUs) for several years and recently developed a <a href=\"https:\/\/www.fool.com\/investing\/2023\/04\/06\/alphabet-says-googles-latest-ai-chip-is-17-times-f\/\">high-end chip<\/a> that rivals Nvidia\u2019s A100 and H100. Elon Musk\u2019s new AI company xAI also intends <\/span><a href=\"https:\/\/dailyai.com\/2023\/07\/musks-mission-for-xai-is-to-find-out-what-the-hell-is-really-going-on\/\"><span style=\"font-weight: 400;\">to use custom chips<\/span><\/a><span style=\"font-weight: 400;\"> developed by\/in collaboration with Tesla.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In Europe, Axelera AI, based in the Netherlands, is developing AI chips designed for cars, medical devices, and security cameras rather than cloud and data centers, where Nvidia&#8217;s chips are in high demand.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Axelera CEO Fabrizio Del Maffeo stated, \u201cI always said since day one it\u2019s crazy to go against a trillion-dollar company with unlimited resources.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If a company can build high-end chips for AI purposes, the market is undoubtedly there. But that\u2019s a big if, as chips are notoriously complex to develop and manufacture.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mentre le aziende tecnologiche cercano chip di fascia alta per addestrare i loro modelli di intelligenza artificiale, le startup fanno la fila per alleviare la domanda di giganti come Nvidia. A maggio Nvidia \u00e8 entrata nel club dei \"$1 trilioni\" e la sua crescita \u00e8 stata alimentata dall'enorme domanda di chip di fascia alta progettati per l'IA, tra cui A100 e H100.  Questi chip sono utilizzati da molti dei grandi attori dell'IA, tra cui Inflection, Microsoft, Meta e OpenAI, anche se una manciata di aziende produce i propri chip, tra cui Google.  L'attuale offerta di chip di fascia alta semplicemente non soddisfa la domanda, lasciando un vuoto nel mercato per le aziende pi\u00f9 piccole come SambaNova, Graphcore, e<\/p>","protected":false},"author":2,"featured_media":2892,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[241,207,106,100],"class_list":["post-2891","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-chips","tag-llm","tag-nvidia","tag-semiconductors"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Demand for AI hardware is surging and startups are looking for a slice of the pie | DailyAI<\/title>\n<meta name=\"description\" content=\"The world\u2019s tech companies need high-end chips for building AI training infrastructure, and startups are cueing up to take the slack 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