Nvidia GPUs are compared with cloud AI chips

Nvidia’s blowout earnings Wednesday affirmed its place as the world’s most valuable company, thanks to “off the charts” sales of GPUs that excel at AI workloads. But as inference needs outpace training, a smaller cheaper AI chip is gaining ground. Custom ASICs are now being designed by all the major hyperscalers. Google led the way with its TPU, followed by Amazon, Meta, Microsoft, and OpenAI’s plans with Broadcom. CNBC talked to experts and insiders at the Big Tech companies making them all. Chapters: 0:00 Introduction 1:31 GPUs for general compute 5:07 ASICs for custom cloud AI 10:29 On-device chips for edge AI 13:21 Geopolitics and power Produced and Shot by: Katie Tarasov Edited by: Evan Lee Miller Additional Camera: Marc Ganley, Jordan Smith Senior Director of Video: Jeniece Pettitt Animation: Jason Reginato Editorial Support: Kif Leswing Additional Footage: Amazon, AMD, Apple, Broadcom, Cerebras, Getty Images, Google, Groq, Ford, Intel, Meta, Nvidia, Qualcomm, Samsung, TSMC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to level up your AI skills? Sign up for Smarter by CNBC Make It's new online course, How To Use AI To Communicate Better At Work. Get specific prompts to optimize emails, memos and presentations for tone, context and audience. Sign up today: https://cnb.cx/47ELu8O Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium