This infographic illustrates the potential future dynamic and tension within the AI industry, pitting Big Tech Service & Software Drivers against Hardware & Memory Drivers (NVIDIA and memory manufacturers).
On the left, cloud providers focus on LLM services and developing their own chips (ASIC, TPU) to overcome a central memory bottleneck.
On the right, hardware makers emphasize the raw power of GPUs, high-bandwidth memory (HBM), and in-memory processing to optimize inference.
A central loop describes this interaction as a “tension” that could lead to various outcomes, from a chip-led AI service era to a diverse range of cloud platforms and independent AI services, including sovereign AI initiatives.
#AI #ArtificialIntelligence #Infographic #TechIndustry #NVIDIA #BigTech #CloudComputing #Semiconductors #HBM #VRAM #ChipDesign #FutureOfTech #AIServices
With Gemini
Lechuck Park 