Axios – Qualcomm aims for a spot in the AI data center with new chips
Qualcomm on Monday announced a new series of data center chips it hopes can rival Nvidia and AMD for some AI-related tasks.
Why it matters: Unprecedented demand has created a fresh opportunity for Nvidia’s rivals — if they can deliver sufficiently powerful chips.
The rivalry between Nvidia and Advanced Micro Devices is entering a new and increasingly frosty chapter.
Why it matters: The chip designers and competitors are jockeying for position in the billowing AI economy.
OpenAI will spend billions of dollars on AMD’s chips in a new multiyear deal announced Monday, with the ChatGPT-maker potentially taking up to a 10% share of the U.S. semiconductor firm.
Why it matters: The AI revolution has an unquenchable hunger for computing power, and OpenAI is trying to lock down suppliers beyond market leader Nvidia.
READ the latest news shaping the AI Chips market at AI Chips News
Axios – Qualcomm aims for a spot in the AI data center with new chips, source
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