The furious race to unseat Nvidia


A worker conducting chip connectivity testing at Amazon’s facility in Austin, Texas. — ©2024 The New York Times Company

ON the south side of Austin, Texas, engineers at semiconductor maker Advanced Micro Devices designed an artificial intelligence chip called MI300 that was released a year ago and is expected to generate more than US$5bil in sales in its first year of release.

Not far away in a north Austin high-rise, designers at Amazon developed a new and faster version of an AI chip called Trainium. They then tested the chip in creations including palm-size circuit boards and complex computers the size of two refrigerators.

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