CONNECT WITH US
AI & Deeptech

AI & Deeptech

Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond Nvidia

IndiaTimes (ET) - AI logo

Published on

Add as a preferred source on Google
Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond Nvidia

Business News Tech AI Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond Nvidia

Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond Nvidia

Google's strategy to boost its tensor processing units is likely to create greater demand for high-bandwidth memory from Samsung and SK hynix. With nearly 100 TPU clients, including Oracle ready to utilize Google's chips by 2024, both memory giants aim for long-term supply contracts as the need for HBM in custom AI chips accelerates. However, the transition from this potential to actual orders is hindered by current production obligations.

Google's expansion of its custom artificial intelligence (AI) chip business to external customers could create new opportunities for South Korean memory makers Samsung Electronics and SK hynix to secure demand for high-bandwidth memory (HBM) beyond Nvidia's dominant graphics processing unit (GPU) ecosystem, according to a news report by The Korea Herald. The US technology major is expanding sales of its tensor processing units (TPUs) to cloud providers and companies building AI infrastructure, potentially giving Korean memory suppliers access to a wider customer base. Google said it now has nearly 100 TPU customers, including companies deploying the processors in their own data centres. Oracle also plans to offer Google's chips through its cloud platform next year, while Alphabet expects TPU system sales to increase substantially after contributing to Google Cloud's third-quarter growth.

The company unveiled two new TPU systems, TPU 8i Max and TPU 8tx, on Monday, taking its eighth-generation lineup to four systems.


Source link
Related Topics:AI & Deeptech

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We TheMorningPulse.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It's possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.