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NetChoice is a trade association fighting for free speech and free enterprise online. This page is a new education project of NetChoice’s.
The goal of our Tech Competition webpage is to show how the abundance of competition in the tech industry benefits consumers through new exciting services, and market signals pushing businesses to constantly innovate and improve their offerings to their customers. We’ll keep this page updated frequently with news and facts that highlight the prevalence and impact of vigorous competition in U.S. tech markets.
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Posts
Tech Competition is Helping Americans. Here's How.
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Friday • May 17, 2024
Microsoft offers cloud customers AMD alternative to Nvidia AI processors
It Will Also Launch a Preview of New Cobalt 100 Custom Processors at the Conference
Microsoft’s clusters of Advanced Micro Devices’ flagship MI300X AI chips will be sold through its Azure cloud computing service. They will give its customers an alternative to Nvidia’s (NVDA.O), opens new tab H100 family of powerful graphics processing units (GPUs) which dominate the data center chip market for AI but can be hard to obtain due to high demand.
To build AI models or run applications, companies typically must string together – or cluster – multiple GPUs because the data and computation will not fit on a single processor. AMD, which expects $4 billion in AI chip revenue this year, has said the chips are powerful enough to train and run large AI models. As well as Nvidia’s top-shelf AI chips, Microsoft’s cloud computing unit sells access to its own in-house AI chips called Maia.
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Monday • May 6, 2024
Apple Is Developing AI Chips for Data Centers, Seeking Edge in Arms Race
The Company is Leaning On Its Long History of Chip Development in the Effort, Code-Named Project ACDC
Apple AAPL 1.99%increase; green up pointing triangle has been working on its own chip designed to run artificial-intelligence software in data-center servers, a move that has the potential to give the company an advantage in the AI arms race.
Over the past decade, Apple has emerged as a leading player designing chips for iPhones, iPads, Apple Watch and Mac computers. The server project, which is internally code-named Project ACDC—for Apple Chips in Data Center—will bring this talent to bear for the company’s servers, according to people familiar with the matter.
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Tuesday • April 23, 2024
Vietnamese tech company to build $200M AI factory with Nvidia
Vietnamese IT firm FTB and Nvidia Will Join Forces to Construct a Cutting-Edge $200 Million AI factory
The Vietnamese IT company FPT and Nvidia, a global leader in semiconductor chip production, said they would be collaborating to finance and build a $200 million artificial intelligence (AI) factory in Vietnam. In a joint statement on April 23, the companies said their initiative aims to create a “one-stop shop” for all things AI and cloud computing in Vietnam. Its targets include AI products, GPU infrastructure, tech experts and domain expertise for local clients.
FPT plans to invest funds in the AI factory, which will serve as a “sovereign cloud,” while Nvidia will supply its latest tech. This will include its AI enterprise software and frameworks, along with Nvidia H100 Tensor Core GPUs.
According to the statement, FPT aims to establish Vietnam as an “AI hub of the world” and turn the country into an AI nation while accelerating the adoption of AI applications in neighboring countries such as Japan and Korea.
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Thursday • February 15, 2024
Nvidia is now worth more than Alphabet and Amazon
Nvidia Passed Google Owner Alphabet to Become America’s Third Most Valuable Company on Wednesday
Nvidia is now worth more than its Big Tech rivals Alphabet and Amazon — as well as the entirety of China’s stock market. The chipmaker’s market capitalization passed Amazon’s on Tuesday and Alphabet’s on Wednesday to stand at $1.83 trillion at Wednesday’s closing bell.
Nvidia has AI to thank for its stock surging more than 400% since the start of 2023. It holds a dominant share of the market for the graphics processing units (GPUs) that power large language models like ChatGPT, so stock pickers have long heralded it as a potential winner from the massive explosion of interest in the tech.
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Friday • October 6, 2023
OpenAI explores making its own AI chips
ChatGPT’s Owner Has Even Evaluated Potential Acquisition Target
“Options have included building its own AI chip, working more closely with other chipmakers including Nvidia and also diversifying its suppliers beyond Nvidia (NVDA.O).
CEO Sam Altman has made the acquisition of more AI chips a top priority for the company.
He has publicly complained about the scarcity of graphics processing units, a market dominated by Nvidia, which controls more than 80% of the global market for the chips best suited to run AI applications.” -
Friday • October 6, 2023
Microsoft to Debut AI Chip
The Move Could Help Microsoft Lessen Its Reliance on Nvidia-Designed AI Chips,
Small groups of Microsoft and OpenAI employees have been testing the Microsoft AI server chips, this person said.
The Information in April reported the existence of the chip, code-named Athena, though it isn’t clear what its formal name will be when it is announced at the Ignite conference in Seattle, which starts November 14.By launching Athena, Microsoft will essentially catch up to Amazon and Google, which already sell their own in-house AI server chips, as well as Nvidia GPUs, to companies that rent cloud servers.”
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