First of all, it is worth noting that the market for artificial intelligence chips is booming. Thanks to the prevalence of generative AI, investment in it is rapidly increasing, and the market is expected to reach $89.6 billion by 2029. However, even though NVIDIA is the leader, AMD and Intel are still strong competitors. Alphawave’s CEO sees the chips as a game changer and sees Intel’s acquisition of Habana as a potential dark horse. He sees chiplets as a solution to nanoscale manufacturing problems that allows for modular designs and lower costs. Apple predicts that AMD and Intel will lead the way in this regard.
He also said hyperscalers like Google and Amazon are driving demand for specialized hardware to both train large models and deploy them efficiently. Interestingly, in this framework, analog and optical computing promise lower power consumption, but their applicability for large-scale AI models is still debated. Recent breakthroughs such as Tsinghua University’s all-analog photovoltaic chip provide a glimpse into the future.
Alphawave’s CEO predicts that AI models will help hardware engineers.
Source: Ferra
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