Cerebras
September 29, 2024
Cerebras Unicorn News - September 29, 2024
Explore the latest trends in the AI hardware market, focusing on the shift towards more cost-effective and efficient solutions in data centers. This episode delves into the growing adoption of specialized AI chips and accelerators, highlighting the industry's move away from expensive GPUs to more affordable alternatives.
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The AI hardware market is experiencing rapid evolution with the increasing integration of specialized chips, known as co-processors, into data centers to boost computing capabilities for advanced AI workloads. GPUs, especially those from Nvidia, have been predominant, making up 74% of AI use cases in data centers as of last year. However, the high total cost of ownership for GPUs, with Nvidia's flagship GB200 superchip priced between $60,000 and $70,000, is driving the industry towards more cost-effective alternatives such as ASICs, FPGAs, and NPUs, which also offer better power efficiency. Companies, including major players like IBM, are adopting a mixed approach by using both GPUs and AI accelerators to balance performance and cost. The AI hardware market, encompassing chips and accelerators, is projected to grow at an annual rate of 30%, reaching $138 billion by 2028.
