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The AI arms race rolls on and Samsung's CHIPS funding - SiliconANGLE

Apr 22, 2024 - siliconangle.com
The latest episode of theCUBE podcast discussed the ongoing AI arms race, with a focus on Samsung's recent $6.4 billion funding from the CHIPS Act to build a Texas semiconductor complex. The hosts, John Furrier and Dave Vellante, highlighted the significant advancements in AI by companies like Meta and Anthropic, and speculated that Meta could become the next AWS for AI. They also discussed the geopolitical implications of Samsung's funding, suggesting that if Samsung succeeds in making two-nanometer chips by 2026, it could position the U.S. as a major player in chip manufacturing.

The podcast also touched on changes in VMware licensing, following reports that Broadcom had been questioned by the EU over these changes. Furrier suggested that Broadcom's strategy might involve focusing on top accounts and potentially discontinuing the free version of VMware. The hosts also discussed potential alternatives for customers unhappy with these changes, including Nutanix, OpenStack, Oracle, and Google.

Key takeaways:

  • Samsung Electronics Co. Ltd. has received up to $6.4 billion in CHIPS Act funding to build a Texas semiconductor complex, with plans to make two-nanometer chips by 2026, two years ahead of Taiwan Semiconductor Manufacturing Co. Ltd.
  • Meta Platforms Inc. is heavily investing in AI infrastructure, with upcoming models trained on 15-trillion-plus tokens that have 400 billion parameters. The company is also rumored to be building a million GPU cluster.
  • There are concerns about supply chain issues in the semiconductor industry, with fabs holding off on buying new machines due to their high cost and the need to get them online without overbuying.
  • Broadcom Inc. has been questioned by the EU over VMware Inc. licensing changes, and there are speculations that the company might kill the free version of VMware, which could impact its user community.
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