this post was submitted on 28 Nov 2023
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Gadget (noun): a small mechanical / electrical device or tool, especially an ingenious or novel one.
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Google, Microsoft, and Amazon are making AI accelerators for their datacenters. Some are for training and others are for inference (running the trained models for services).
I'd be somewhat hesitant until the full benchmarks are out. AMD's higher memory I think it was sounded neat, but that could be very fleeting in terms of advantages.
None of those companies are real chip makers and, while they may be able to produce a nice, custom solution for their applications, will never compete with the actual chip makers, and AMD and Nvidia will continue to supply a greater and greater share of the vast majority of AI super chips, eventually eliminating most custom solutions.