Chapter 1
The silicon crown and how GPUs conquered the world
Chapter 2
The specialized challenger and the rise of the TPU
Chapter 3
The seismic shift and OpenAI's shopping spree
Chapter 4
The global chip chess board
Ch 4 · The global chip chess board
steve Global Chip Chess Board
OpenAI is buying Google's TPUs to split the heavy power load.
steve OpenAI's shift from Nvidia to Google chips cannot bypass TSMC, because this single Taiwanese factory manufactures both tech giants' hardware.
Quiz
Why is the geographic concentration of chip manufacturing in Taiwan considered a risk?
Quiz
Which Taiwanese company manufactures almost all of the world's most advanced AI chips?
Quiz
Which major OpenAI rival committed to a multi-billion-dollar chip deal with Google Cloud through 2033?
Fun Fact
Chip cleanrooms: Semiconductor factories are up to 10,000 times cleaner than a hospital operating room, as a single speck of dust can ruin a microchip.
Quiz
What physical resource is becoming the ultimate limiting factor for expanding AI data centers?