Samsung and Naver Developing New AI Chip Claiming 8X Efficiency Gains Over Nvidia, Raising Stakes in AI Hardware Race
• Samsung and Naver are developing a new AI chip that they claim will be 8 times more energy efficient than Nvidia's H100 chip. This could pose a threat to Nvidia's dominance in AI hardware.
• Efficiency is key in AI computing because you can always add more hardware for performance. The challenge is powering and cooling massive AI systems.
• More efficient AI chips mean lower power bills, smaller installations, and ability to deploy more powerful AI without prohibitive energy costs.
• AMD, Intel and others also have competitive AI chips, but none have claimed to beat Nvidia's efficiency by such a large margin.
• It remains to be seen if the claims about the new Samsung/Naver chip will hold up when benchmarks and real-world tests are done in 2024 and beyond. But it signals rising competition in the crucial AI chip market.