The new measure of rich and poor in the technology world

The tech world divides people into "rich and poor" groups based on the number of GPUs they own. (Photo: Reuters).

Nvidia is the maker of the GPUs used to train the most powerful AI models today. Having more of these chips gives you a head start over your competitors. Not having a good supply will leave you behind.

SemiAnalysis analysts Dylan Patel and Daniel Nishball documented the situation in a report last week, dividing the industry into two groups: “GPU poor” and “GPU rich.” The poor group, which is largely comprised of startups and open-source experts, is struggling with limited GPU supply. From European startups and Jules Verne supercomputers to well-known AI companies like Hugging Face, Databricks, and Together, all belong to the poor group.

Meanwhile, the richer group includes a number of companies that have more than 20,000 Nvidia A100 and/or H100 chips: OpenAI, Google, Anthropic, Inflection, X (formerly Twitter), and Meta. Several of these, along with a number of Chinese companies, have ordered more than 100,000 GPUs by the end of 2024.

Meta is ranked second in the world based on the number of H100 chips it has, behind only Google, according to SemiAnalysis. The analyst firm calls Google “the richest computing company in the world” with an unbeatable architecture. Google will soon announce an AI model called Gemini and is training its next version, threatening OpenAI’s GPT.

(According to Insider)

Nvidia's revenue hits record high as demand for AI chips surges Chipmaker Nvidia saw its second-quarter 2023 revenue increase 101% year-on-year thanks to the "fever" of artificial intelligence (AI) development that drove global demand for AI chips.

Source: https://vietnamnet.vn/thuoc-do-giau-ngheo-moi-trong-gioi-cong-nghe-2183265.html