AMD CEO predicts custom chips to eclipse GPUs in AI applications, driven by energy efficiency and cost-effectiveness, as major cloud providers develop specialized AI chips.

AMD's CEO Lisa Su forecasts a future where custom chips will surpass GPUs in AI applications, emphasizing energy efficiency and cost-effectiveness. This transition reflects major cloud providers like Amazon and Google developing specialized AI chips. Concurrently, Nvidia's CEO Jensen Huang sees a $1 trillion opportunity in shifting to accelerated computing in data centers. The market for AI chips is growing rapidly, with strong demand expected to continue through 2025.

6 months ago
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