Infrastructure
Data centres, interconnect, cloud platforms and the systems that host AI at scale.
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Amazon rents server compute by the hour
Amazon opens EC2 in public beta, letting anyone rent virtual servers by the hour.
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NVIDIA buys Mellanox for $6.9bn
NVIDIA agrees to acquire Mellanox, the InfiniBand networking company.
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Microsoft invests $1bn in OpenAI
Microsoft commits $1 billion to OpenAI and becomes its exclusive cloud provider.
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Amazon
AWS designs Trainium and Inferentia through Annapurna Labs. You can rent them; you can never buy them.
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Microsoft
Azure Maia and Cobalt exist to make Microsoft less dependent on the chips it buys. Neither is sold.
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Intel
The last American company that both designs and fabricates, now trying to be a foundry and an AI vendor at once.
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Broadcom
Builds AI chips you have never heard of, for customers it cannot name, and the networking silicon that connects everyone else’s.
