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  • Cloud Service Providers Poised to Expand AI Accelerator Options with Custom AI Chips
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Cloud Service Providers Poised to Expand AI Accelerator Options with Custom AI Chips

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Authors: Jaclyn Ludema, Mark Nossokoff, and Earl Joseph

Publication Date: August 202024

Length: 5 pages

Category: Special Analysis
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Description

For years, the AI cloud accelerator market has been dominated by just a few powerful GPU offerings, enabling the rapid advancement of artificial intelligence and machine learning. However, the growing demand for efficient and specialized hardware to power complex AI workloads has led to the rise of a trend: the development of custom AI chips by cloud service providers (CSPs). CSPs, such as AWS, Google, Microsoft, and Alibaba. They have recognized the need for more tailored hardware solutions to address the unique requirements of their cloud-based AI services and customers. By developing their custom AI chips, these CSPs aim to diversify their accelerator offerings to users, optimize the hardware-software stack for their cloud environments, and gain a competitive edge in the rapidly evolving AI cloud ecosystem.

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