Hardware Podcasts

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

The Circuit · 7 Oct 2024 · 51m · Episode 88

What this episode covers

Austin Lyons of Chip Strat joins Ben Bajarin and Jay Goldberg to discuss the 'startup graveyard' for AI accelerator companies, noting 67 US startups are struggling against NVIDIA's dominance. The hosts argue that software moves too fast for dedicated ASICs to remain relevant, making flexible GPUs the short-term winner for both training and inference. They highlight Google's TPU success due to vertical integration, while questioning the viability of startups like Groq, Cerebras, and SambaNova that lack hyperscaler backing or control over their target workloads.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Chip Strat, NVIDIA, Google, Groc, Samanova, Cerebrus, TSMC
Products
TPU, Maddox
Also
Bloomberg

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