The Future of AI Accelerators: A Roadmap of Industry Leaders The AI hardware race is heating up, with major players like NVIDIA, AMD, Intel, Google, Amazon, and more unveiling their upcoming AI accelerators. Here’s a quick breakdown of the latest trends: Key Takeaways: NVIDIA Dominance: NVIDIA continues to lead with a robust roadmap, extending from H100 to future Rubin and Rubin Ultra chips with HBM4 memory by 2026-2027. AMD’s Competitive Push: AMD’s MI300 series is already competing, with MI350 and future MI400 models on the horizon. Intel’s AI Ambitions: Gaudi accelerators are growing, with Falcon Shores on track for a major memory upgrade. Google & Amazon’s Custom Chips: Google’s TPU lineup expands rapidly, while Amazon’s Trainium & Inferentia gain traction. Microsoft & Meta’s AI Expansion: Both companies are pushing their AI chip strategies with Maia and MTIA projects, respectively. Broadcom & ByteDance Join the Race: New challengers are emerging, signaling increased competition in AI hardware. What This Means: With the growing demand for AI and LLMs, companies are racing to deliver high-performance AI accelerators with advanced HBM (High Bandwidth Memory) configurations. The next few years will be crucial in shaping the AI infrastructure landscape. $NVDA $AMD $INTC $GOOGL $AMZN $META $AVGO $ASML $BESI
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