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  4. Google has joined Amazon in attacking Nvidia’s stronghold with AI app developers
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Hardware & Compute

Google has joined Amazon in attacking Nvidia’s stronghold with AI app developers

Google has joined Amazon in releasing a developer tool that makes it easy for PyTorch users to move their apps off Nvidia GPUs.

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Google announced an open-source version of PyTorch called TorchTPU that allows AI applications to run on Google's AI chips instead of Nvidia's chips, which currently dominate the industry because most AI apps are built to run on them by default. PyTorch is a popular toolkit used by an estimated 85% of AI applications for building and training AI models. Google's move follows a similar announcement from Amazon, which released its own PyTorch version to work with Amazon's AI chips, as both companies are attempting to reduce Nvidia's stronghold on the AI industry. Google differentiated its approach by partnering with several AI development platforms to ensure compatibility and by creating additional tools to help developers migrate their applications to Google's chips and cloud services.

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Amazon is taking its biggest shot at Nvidia yet with new TorchNeuron dev tool

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Hardware & ComputeOpen story →

Germany Wants to Lead the World in Industrial AI: How NVIDIA Will Help

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The neocloud shakeout is coming, and Nvidia has the most to lose

After stock crashes and Firmus's scrapped IPO, industry executives expect only seven to ten of the hundreds of AI cloud providers to survive. CoreWeave lost a quarter of its market value, and Microsoft pulled out of a deal with Nscale for 23,000 Nvidia chips. Nvidia has a lot riding on the outcome, since customers outside the hyperscalers make up 45 percent of its data center revenue. The article The neocloud shakeout is coming, and Nvidia has the most to lose appeared first on The Deco

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Datacenters 2027: The Year of Acceleration, +50GW in a Single Year

Not a week goes without another piece of datacenter FUD. We’ve already debunked depth why moratoriums aren’t as impactful as one may think. Despite that, many still misunderstand the pace of the global AI datacenter buildout. Just the other week, Brad Gerstner from Altimeter showed our data on the All-In Podcast and stated that “SemiAnalysis’ forecast of +43GW in 2027 is too aggressive” and that he thought only about 25GW would get built, close to half of our numbe