https://fredsoda.medium.com/an-assay-of-the-modern-ai-tech-stack-bb02ed7cf105
Written by Frederick Daso
Author of Founder to Founder (F2F)
Author’s Note: An Assay is my version of a VC investment thesis. Read the Prelude section of An Assay of the Creator Economy to learn more.
First and foremost, I want to give a big thank you to Max Rimpel, Derick En’Wezoh, Michael Bervell, Palak Goel, and Sam Udotong for reviewing earlier versions of this piece. A special shoutout to Hassan Khajeh-Hosseini, Nader Khalil, Kashish Gupta, Chris Lu (and also Sam once again!) for allowing me to cover your respective startups over the years.
The largest AI models, which have hundreds of billions of parameters, require hundreds of chips, each containing gigabytes of memory, to store and retrieve training and test data as the model is being trained.
Novel chip design and production are capital-intensive initiatives that only large-scale enterprises such as Intel, AMD, and NVIDIA can successfully pursue. Moreover, the physical chip fabrication is handled by Taiwan Semiconductor Manufacturing Corporation (TSMC), which handles roughly 90% of the world’s semiconductor production. However, a few notable hardware startups are aiming to create new AI chip technologies:
Complete article at link
https://fredsoda.medium.com/an-assay-of-the-modern-ai-tech-stack-bb02ed7cf105
