AMD Stocks hit new highs on Thursday after media reports claiming chipmakers are cooperating microsoft About the new artificial intelligence processor.
Microsoft’s top competitor in the cloud infrastructure market, Amazon and alphabet, both have their own specialized chips that software developers can use to train their models. But to date, Microsoft has not released a dedicated AI chip. The one under development in partnership with AMD, codenamed Athena, can train models and make inferences on new data, Bloomberg reports.
Microsoft is helping AMD fund the initiative, Bloomberg reported, citing unnamed sources.
NVIDIA Shares fell on the news. Like other big tech companies, Microsoft relies on his Nvidia graphics processing units to run its AI models.
AMD and Microsoft declined to comment for this report.
The need for AI-capable silicon has never been more critical in the last six months. Microsoft in particular provides computing resources for OpenAI’s viral ChatGPT chatbot. This technology required thousands of Nvidia GPUs. Microsoft said.
But Microsoft also needs a chip to run its own applications that make use of the GPT-4 large-scale language model at the heart of ChatGPT. Large-scale language models belong to a class of generative AI technologies that can create content such as text in response to human input. Microsoft’s Bing chatbot incorporates his GPT-4 model, and the software maker has also announced security and productivity programs that use it.
AMD is already a chip supplier to other cloud providers such as Microsoft and Google. Oracle.
Read the full Bloomberg report here.
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