Amit Goel’s Post

Building + Investing in AI @ gAI.Ventures || ex-Founder, MEDICI FinTech (EXIT - Prove) || #Invest 77Capital || 💙 -1 to 1

BigTech is moving towards vertical integration of #AI chips + cloud + #AI models it seems. Today with Amazon announcements at AWS re:Invent 2024 its becoming clear they all want to go for the land grab. Already... • NVIDIA: Already combines custom chips (GPUs), software frameworks (CUDA), and cloud infrastructure partnerships to control much of the AI ecosystem. • Google: Its Tensor Processing Units (TPUs) are integrated with Google Cloud and used for its AI models • Tesla: Vertical integration in AI is evident in Tesla’s Dojo supercomputer, which aligns hardware, software, and data for autonomous driving AI and other apps now Amazon wants its next-generation custom chips, Graviton4 and Trainium2 to combine with its new Nova models (+Anthropic) with its full set of AWS offerings. The Amazon Nova family includes six AI models handling tasks from text creation to video generation. Amazon also claims they have about 1,000 #GenAI applications in motion.

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Ishtiyaq Inamdar

Senior Project Manager | Digital Transformation | ERP Implementation | IT Strategist | Empowering businesses to achieve seamless project execution 🚀🔧

Amit, this is an intriguing observation on vertical integration. With the rapid advancements in AI chips, how do you see the ongoing chip shortages impacting these companies' strategies?

Pradhumn Vijayvargiya

All biggies will have their own chips now!

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