Editor's take: As much as it would make sense for Nvidia to focus solely on being the leading AI silicon vendor, their rise to power has left them with little choice but to continue pushing forward in areas that make some of their big customers uncomfortable.
"ACDC" (Apple Chips in Data Center) would be the clear winner in 2024's chip naming competition
Editor's take: Of course, Apple is designing its own AI chips for its data centers. This will give them an end-to-end, cloud-to-edge AI system that its competitors will not be able to match anytime soon.
WTF?! Arm's CEO has sounded a warning bell about the energy requirements needed to advance AI algorithms. He cautions that in a few years, "AI data centers" could require so much electricity that it could jeopardize the US power grid.
Why it matters: The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider, systematic change.