Vertical customization will save AI hardware’s limits.
- With the launch of ChatGPT in November 2022, 2023 was the “year of AI,” spurring companies of all sizes and industries to dive headfirst into the AI race. With that came an exponential need for hardware to support this data-intensive technology more efficiently and cost-effectively. Microsoft, AWS, and even the developer of ChatGPT, OpenAI, are actively developing or have announced they are looking into developing their own custom silicon solutions to support their AI applications. In 2024, we will continue to see hyperscalers and enterprise companies who are working with AI at scale develop their own AI-focused custom silicon chips to support their AI applications.
- The only effective way for companies to bring their custom designs to market fast and without creating a globally splintered ecosystem is through the use of chiplet-based designs, utilizing standards such as Universal Chiplet Interconnect Express (UCIe), as companies search for the most advanced and compatible chiplet designs for their existing hardware products. We will also see a rise in inference-focused chips to support the growing need for rapid inference as more users worldwide start to utilize AI applications.