Why Google, Amazon, Microsoft and Meta design their own AI chips
TPU, Trainium, Maia and MTIA: the biggest AI buyers are designing custom silicon. Here is why, what these chips do, and why NVIDIA still dominates.
AI Desk3 min read
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GPU vs TPU vs NPU: the AI chips explained
Why AI runs on GPUs, what Google's TPUs and the NPUs in laptops and phones do differently, and how memory, bandwidth and interconnects shape AI performance.
AI Desk3 min read
Why NVIDIA dominates AI: chips, CUDA and the software moat
NVIDIA's lead in AI rests on more than fast GPUs: the CUDA software ecosystem, networking, full systems and developer habits. How the moat formed and its limits.
AI Desk3 min read
The AI chip race: export controls and geopolitics explained
Why governments restrict exports of advanced AI chips and chipmaking tools, how the controls work, who is affected and what they mean for the global AI race.
AI Desk3 min read