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Google, Intel, and Samsung Unite Against Nvidia

A group of tech giants, including Google, Intel, Arm, and Samsung, have joined forces to challenge Nvidia’s dominance in the AI market.

These tech giants are trying to level the software playing field that has helped Nvidia establish its AI market leadership. According to a report by Reuters, a group consisting of Intel, Google, Arm, Qualcomm, Samsung, and several others are developing an “open-source software stack” that will provide AI developers with a new alternative to working with Nvidia.

With this new software stack, developers will be able to run their code on any device with any type of chip. The group, which calls itself the Unified Acceleration Foundation (or UXL), told Reuters that the technical details of its new project will be finalized by the second half of this year, but no specific release date for the software has been announced yet.

Apparently, the UXL group’s project will incorporate the OneAPI standard developed by Intel. This standard eliminates requirements such as specific programming languages, codebases, and special architectures like Nvidia’s CUDA platform.

Last month, Nvidia became the world’s first chipmaker to reach a market capitalization of over $2 trillion. The company has experienced explosive growth and become much wealthier in the past year thanks to AI. The green team has powerful chips like the H100 and H200, which are used in most AI data centers.

Nvidia’s H100 and H200 chips are not only expensive, but they also force developers to use the CUDA architecture. Nvidia’s CEO said last year that the CUDA computing model has over four million developers.

At the time of writing, there is no chip that has been shown to be more powerful than Nvidia’s chips for AI training, but the green team’s competitors are working hard to develop new processors.

UXL’s initial goal is to break Nvidia’s software monopoly and give developers more choices, but it will eventually support Nvidia’s hardware and code as well. UXL is also looking to get help from other chipmakers and cloud computing giants like Microsoft and Amazon.

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