I follow Google most closely. They design and manufacture their own accelerators. AWS I know manufactures its own CPUs, but I don't know if they're working on or already have an AI accelerator.
Several of the big players are working on OpenXLA, which is designed to abstract and commoditize the GPU layer: https://openxla.org/xla
OpenXLA mentions:
> Alibaba, Amazon Web Services, AMD, Apple, Arm, Google, Intel, Meta, and NVIDIA
I believe those are the Inferentia: https://aws.amazon.com/ai/machine-learning/inferentia/
> AWS Inferentia chips are designed by AWS to deliver high performance at the lowest cost in Amazon EC2 for your deep learning (DL) and generative AI inference applications
but I don't know this second if they're supported by the major frameworks, or what
I also didn't recall about https://aws.amazon.com/ai/machine-learning/trainium/ until I was looking up that page, so it seems they're trying to have a competitor to the TPUs just naming them dumb, because AWS
> AWS Trainium chips are a family of AI chips purpose built by AWS for AI training and inference to deliver high performance while reducing costs.
> have a competitor to the TPUs just naming them dumb, because AWS
I kind of like "trainium" although "inferentia" I could take or leave. At least it's nice that the names tell you the intended use case.
If they were sitting on excess stock, or struggling to sell, sure.
Meanwhile Nvidia keeps building more and more libraries..
It’s not rocket science. They can identify many key personel in Nvidia and make them offers which would be significantly better for them. Cycle 3 years and repeat. Two or three cycles and you will have replicated the most important parts.
If AMD wants to they can compete..
That really makes three companies that are happy to concede to nVidia, because Apple could definitely challenge nVidia if they wanted to.
Note: I'm not saying that AMD sucks, just that their corporate culture prevents them from being very ambitious.
Apples closest cpu competition is Qualcomm and they dont win that.
[1]: https://nvidia.github.io/tilus/getting-started/tutorials/mat...