Jim Keller, an engineer who has labored at AMD, Apple, and Tesla and is now CEO of an AI chip startup taking up Nvidia, says that Nvidia is “changing into the IBM of the AI period.”
On a Sunday podcast episode of DemystifySci, Keller introduced up Nvidia’s AI chips and referred to as consideration to corporations like Microsoft and Google which might be utilizing Nvidia’s expertise to energy their very own improvements.
“All the massive tech corporations are in an arms race and so they’re all calling Nvidia,” Keller mentioned.
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Keller, who now leads the $2 billion AI chip startup Tenstorrent, which has funding from Samsung and Hyundai, acknowledged that Nvidia presently has “one of the best processors by performance.”
He then mentioned that Nvidia is “slowly changing into the IBM of the AI period,” including, “We’ll see how that goes. I run an AI tech firm so I’ve opinions about that too.”
Jim Keller, chief government officer of Tenstorrent. Photographer: SeongJoon Cho/Bloomberg by way of Getty Photos
Nvidia is now the business chief for AI chips, with over 80% of the market share. It advantages from a first-mover benefit in AI computing; Nvidia claims to have began investing in AI and machine studying improvement beginning in 2006.
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IBM, too, may very well be thought of a primary mover within the PC market. Although IBM didn’t invent the PC, the corporate’s 1981 private desktop opened computer systems as much as a broader viewers and generated $1 billion in income in its first yr.
IBM “set a expertise customary” with its first PC, in keeping with IEEE Spectrum.
Keller has beforehand weighed in on the price of AI chips, each from Nvidia and from ChatGPT-maker OpenAI, which presently makes use of Nvidia’s chips. He claimed in April that Nvidia may have minimize analysis and improvement prices and in February that he may construct AI processors for all workloads and AI corporations at one-eighth of the associated fee prompt by OpenAI CEO Sam Altman.
Nvidia CEO Jensen Huang mentioned in March that its next-generation AI chip would value greater than $30,000.
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