FT Tech Tonic3 Des 2024

The geopolitics of chips: Nvidia and the AI boom

Amid the artificial intelligence boom, demand for AI chips has exploded. But this push for chips also creates new challenges for countries and companies. How will countries cope with the huge amounts of energy these chips consume? Will anyone compete with Nvidia to supply the AI chips of the future? And can China develop its own chips to fuel its own AI development?

James Kynge visits a data centre to find out how advanced AI chips are causing new problems for the sector. In Phoenix, Arizona, James meets Mark Bauer, co-leader with JLL's Data Center Solutions group, and Frank Eichenhorst, vice president of data centre operations at PhoenixNAP.

How will the clash of titans play out between NVIDIA and Big Tech? And we hear from Amir Salek, senior managing director at Cerberus Capital and the brains behind Google’s TPU chip; Tamay Besiroglu, associate director of Epoch AI; Dylan Patel, lead analyst at consulting firm SemiAnalysis; and the FT’s global tech correspondent Tim Bradshaw to find out more about the battle for AI chips.

SMIC did not respond to a request for comment.

Free links to read more on this topic:

Nvidia and the AI boom face a scaling problem

Chip challengers try to break Nvidia’s grip on AI market

Amazon steps up effort to build AI chips that can rival Nvidia

TSMC says it alerted US to potential violation of China AI chip controls

Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Joseph Enrick Salcedo, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(261)

Rewiring sport: Hi-tech cheating

At the Enhanced Games in Las Vegas earlier this year, athletes used performance-enhancing drugs and banned equipment in an attempt to break world records. At the same time, companies such as Adidas ar...

15 Jul 29min

Rewiring sport: Is tech ruining sports fandom?

Video-assistant refereeing (VAR) has proved to be one of the most controversial pieces of technology ever introduced in sports. But with the rise of everything from broadcasting gimmicks to data-drive...

8 Jul 25min

Rewiring sport: How technology is helping athletes break barriers

For decades, sportspeople have been getting fitter, faster and reaching ever-higher levels of performance. But as the margin between winning and losing shrinks, athletes are turning to technology to m...

1 Jul 26min

Coming soon: Rewiring sport

Are technological advances in sport leaving athletes, fans and competition itself better off? Or are they undermining the spirit of sport? With the World Cup underway, the FT’s sports editor Josh Nobl...

24 Jun 57s

AI Labs: Zuckerberg’s $100bn gamble

Mark Zuckerberg created the world’s biggest social media company in Facebook, before deciding the future lay in the metaverse. Now he’s spending hundreds of billions of dollars to transform Meta again...

3 Jun 28min

AI Labs: Elon Musk wants AI in space

Elon Musk’s xAI is lagging behind the likes of OpenAI and Google DeepMind in the AI race. Will a giant IPO of SpaceX, Musk’s rocket company, change all that? Murad Ahmed speaks to FT technology corres...

27 Mai 24min

AI Labs: Sam Altman may make or break OpenAI

OpenAI sparked the generative AI boom with the release of ChatGPT. But along the way its chief executive Sam Altman has ruffled plenty of feathers. Colleagues have left to set up rival labs, co-founde...

20 Mai 28min

AI Labs: Google DeepMind plans its comeback

In the latest AI boom Google has been playing catch-up with the likes of OpenAI and Anthropic. But with stacks of cash, its own AI chips and some of the best AI talent in the world, is Google about to...

13 Mai 29min