Google, Intel and Meta drop new AI chips while TSMC gets paid

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Image for article titled Everyone gets new AI chips, Spotify gets a new toy, and TSMC gets big bucks: AI news roundup — Graphic: Images: Thos Robinson/Getty Images for The New York Times, Justin Sullivan, Alex Wong, Google

The world’s hottest chipmaker is getting heat this week after its competitors announced their own AI chips. Intel announced its Gaudi 3 accelerator, which it said is “way ahead” of Nvidia’s Hopper chips. Meanwhile, Google said its new Cloud TPU v5p can train large language models (LLMs) faster than its predecessor, the TPU v4. Meta also unveiled a new model of the AI chip it says is three times more efficient than its first one.

Check out those and more highlights from the week in AI news.

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Amazon’s CEO says the AI revolution will be powered by AWS

Andy Jassy smiling and sitting in a chair holding his hand up with his pointer finger up — Amazon CEO Andy Jassy at the 2022 New York Times DealBook on November 30, 2022 in New York City.

The company that transformed online retail wants in on the generative AI boom — and is optimistic much of it will be built on its cloud computing service.

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Google and Intel are challenging Nvidia’s AI chip dominance. It won’t be easy.

Jensen Huang standing in front of a Generative AI sign — Nvidia CEO Jensen Huang delivers a keynote address during the Nvidia GTC Artificial Intelligence Conference at SAP Center on March 18, 2024 in San Jose, California.

Nvidia was named after the Latin word for envy, “invidia.” And there’s a lot to envy about the semiconductor giant. Companies have furiously gobbled up its very expensive AI chips in their race to develop new generative artificial intelligence technologies. Nvidia’s stock skyrocketed 220% over the last year as revenues went through the roof, making it the third most valuable company in the world. It’s practically “printing money,” one analyst said.

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A former Google CEO invested in China’s AI industry while warning it was a threat to the U.S.

Eric Schmidt wearing a navy suit, white button down, and pink tie walking down a hallway with a brunette woman to his left — Eric Schmidt leaves the “AI Insight Forum” at the Russell Senate Office Building on Capitol Hill on September 13, 2023 in Washington, DC.

Despite publicly warning that China’s AI efforts could be a strategic threat to the U.S., former Google CEO Eric Schmidt pursued connections with and invested in the country’s AI industry, according to a new report.

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Google is marketing Gemini AI to businesses with help from Goldman Sachs and Mercedes

An image of Google’s Enterprise-grade Gemini.

It’s no secret that Google’s flagship AI chatbot Gemini has had some problems. Its production of historically inaccurate images forced Google parent Alphabet to temporarily suspend the product earlier this year.

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Meta just unveiled a new AI chip a day after Google and Intel

Meta debuted a new model of its AI chip, which it said is three times more efficient than its first one.

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Google’s new chips look to challenge Nvidia, Microsoft and Amazon

Google Cloud CEO Thomas Kurian unveils Google Axion at Google Next 2024 in Las Vegas.

Google said that one of the few alternatives to Nvidia’s popular AI chips is now available to developers — and took a shot at Microsoft and Amazon, too.

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Intel says its new AI hardware is ‘way ahead of Nvidia’

Intel headquarters in Santa Clara, California

Photo: Justin Sullivan (Getty Images)

Intel unveiled its latest AI hardware, saying it has better performance and efficiency for training generative artificial intelligence models than industry alternatives — even Nvidia’s highly sought after chip.

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