NVIDIA Loses Ground With AI Engineers as Cooling and Power Costs Push Hyperscalers Toward Custom ASICs, Evercore Warns ...Middle East

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NVIDIA Loses Ground With AI Engineers as Cooling and Power Costs Push Hyperscalers Toward Custom ASICs, Evercore Warns

While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, according to the Evercore report, AI engineers are also focused on other metrics, such as the cost of cooling the chips, when deciding which products to use. Power Consumption & Cooling Are Important For NVIDIA's AI Chip Costs, […]

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