Game of Thrones, but for AI Chips

Apple's unveiling of the M4 chip aims to rejuvenate its Mac lineup with enhanced AI capabilities, following a 27% sales drop. Intel introduces the Gaudi 3 chip, challenging NVIDIA's H100 with claims of 50% faster performance. Google and Meta intensified the race with new AI chips, Axion and MTIA, for improved data center operations. Amazon is developing AI-specific chips, while the Biden administration boosts U.S. chip manufacturing with significant Chips Act grants to TSMC, emphasizing the strategic importance of AI hardware.

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