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This is Nvidia’s lesser-known plan to stay dominant in the AI chip business

Mar 20, 2024 - fastcompany.com
Nvidia CEO Jensen Huang announced a new graphics processing unit (GPU) called Blackwell at the company's GTC developer conference, which is up to 30 times faster than its predecessor. The company also unveiled Nvidia Inference Microservices (NIM), a product that packages all the software an enterprise might need to deploy AI models. Nvidia aims to ensure its dominance in AI by making all components work seamlessly with its hardware, similar to Apple's strategy of tightly integrating software and hardware.

In other news, Google and Apple are reportedly in talks to add Google's cloud-based AI service to the iPhone, powered by Google's Gemini AI models. However, the antitrust environment around tech has changed significantly, and such a deal could attract investigation from the Federal Trade Commission. Meanwhile, InflectionAI, a company that developed an emotionally intelligent personal AI assistant called Pi, has seen most of its employees, including cofounder Mustafa Suleyman, move to Microsoft. However, InflectionAI will continue as a B2B company selling API access to its generative AI model.

Key takeaways:

  • Nvidia announced a new graphics processing unit (GPU) called Blackwell and a new product called NIM (Nvidia Inference Microservices), a container of all the software an enterprise might need to put AI models to work.
  • Google and Apple have been in talks to add Google cloud-based AI service to the iPhone, powered by Google’s Gemini AI models.
  • InflectionAI cofounder Mustafa Suleyman and most of Inflection’s 70 employees have taken jobs at Microsoft, but the company will continue as a B2B company and sell API access to the Inflection generative AI model that powers Pi.
  • Apple has been working with machine learning for years and has deployed features driven by that technology on its devices, but may not have been able to advance the capabilities of its models as quickly as Google and OpenAI.
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