Seems someone saw the bill for all those Nvidia GPUs...
Several hundred employees from Microsoft’s silicon division are reportedly working on the project and the company has apparently already sunk around $2 billion into its development. Microsoft spokesperson Frank Shaw has, however, denied that AMD is involved with Athena.
.Nvidia’s commanding market share for GPUs has helped it dominate the AI chip industryis driving the demand for processors that can handle the huge computational workloads required to run them. Nvidia’s commanding market share for graphic processing units — specialized chips that provide the required computing power — allows it to dominate this space. There’s currently no suitable alternative, and that’s a problem for companies like Microsoft that need Nvidia’s expensive processors to power the various AI services running in its Azure Cloud. Nvidia’s CUDA libraries have driven most of the progress in AI over the past decade. Despite AMD being a major rival in the gaming hardware industry, the company still doesn’t have a suitable alternative to the CUDA ecosystem for large-scale machine learning deployments. Now that the AI industry is heating up, AMD is seeking to place itself in a better position to capitalize. “We are very excited about our opportunity in AI — this is our number one strategic priority,” Chief Executive Officer Lisa Su said during theTuesday. “We are in the very early stages of the AI computing era, and the rate of adoption and growth is faster than any other technology in recent history.” Su claims that AMD is well positioned to create partly customized chips for its biggest customers to use in their AI data centers. “I think we have a very complete IP portfolio across CPUs, GPUs, FPGAs, adaptive SoCs, DPUs, and a very capable semi-custom team,” said Su, adding that the company is seeing “higher volume opportunities beyond game consoles.”could be adapted for generative AI workloads. “MI300 is actually very well-positioned for both HPC or supercomputing workloads as well as for AI workloads,” said Su. “And with the recent interest in generative AI, I would say the pipeline for MI300 has expanded considerably here over the last few months, and we’re excited about that. We’re putting in a lot more resources.” In the meantime, Microsoft intends to keep working closely with Nvidia as it attempts to secure more of the company’s processors. The AI boom has led to a growing shortage of specialized GPU chips, further constrained by Nvidia having a near monopoly on the supply of such hardware. Microsoft and AMD aren’t the only players trying to develop in-house AI chips —
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