Posted 3/28/2024, 7:04:11 PM
Naver Signs $750 Million Deal for Samsung's Mach-1 AI Chips to Reduce Reliance on Nvidia GPUs
- Naver signs $750M deal for Samsung's Mach-1 AI chips to reduce reliance on expensive Nvidia GPUs
- Mach-1 combines Samsung processors & low-power DRAM; aimed at being more affordable than Nvidia
- Naver plans to use Mach-1s to power servers for its AI map service Naver Place
- Samsung in talks to supply Mach-1s to Microsoft, Meta too as they seek alternatives to Nvidia
- Samsung investing heavily in new memory like 12-stack HBM3E to better compete with rival SK Hynix