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Business Wars Daily

All That and a Bag of (AI) Chips

Business Wars Daily

Wondery

News, Daily News, Business News, Business

4.6716 Ratings

🗓️ 22 May 2024

⏱️ 6 minutes

🧾️ Download transcript

Summary

Today is Wednesday, May 22, and we're looking at Google vs. Nvidia.

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Transcript

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0:00.0

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0:49.2

Thank you. From Wondery, I'm David Brown, and this is Business Wars Daily on this Wednesday, May 22nd.

1:05.0

A new product from Google appears to be a chip off the old block, talking about its latest AI data center chip, and the old block,

1:12.4

well, that would be Nvidia, the powerhouse of the AI data center chip market. This sixth-generation

1:18.8

chip called Trilium is nearly five times as fast as its predecessor, Google Parent Alphabet,

1:24.9

sat at the products unveiling. In a call with reporters,

1:28.2

Alphabet CEO Sundar Puchai noted that Google has been pioneering AI chips for more than a decade.

1:35.5

He said, quoting here, I think Google was built for this moment. AI chips are those processors

1:41.1

that power artificial intelligence technologies and hold vast amounts

1:45.0

of AI-associated data. Right now, Nvidia controls roughly 80% of that market, which seems

1:51.2

like an insurmountable number. But in recent years, Google has been inching its way in, and now,

1:57.5

a vast majority of the remaining 20% of the market belongs to various versions of Google's

...

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