I don’t believe the chip will change the landscape.
to IEEE Spectrum on SambaNova's new chip
That will be even more challenging now that Nvidia is also moving into the full-stack, AI-as-a-service market with its DGX Cloud offering, says Dylan Patel, chief analyst at the consultancy ...
spectrum.ieee.org“We had some major companies that were customers, but now almost every major company in the AI infrastructure, server, model, space from sub-components all the way through to clouds and…”
“The chip is a significant step forward.”
“Using ChatGPT to write cover letters, generate lesson plans, and redo your dating profile could cost OpenAI up to $700,000 a day because of the pricey tech infrastructure the AI runs on,…”
“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”
“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”
“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”