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Report 12 Apr 2021

Expert View: Will AI blur the lines between cloud providers and chipmakers?

Dedicated chips for specific AI (artificial intelligence) use cases promise superior performance and efficiency. It is no surprise that big cloud vendors such as Google, Microsoft, and AWS have embarked on developing their own AI chips. On the other hand, we observe some chipmakers – Nvidia and Graphcore – focusing on cloud-based AI services. Co-opetition is on the rise.

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