Goal will acquire rivos, a Californian startup specialized in the design of chips based on RISC-Vaccording to sources of Bloomberg. In addition to the capabilities of its chips, the operation is part of a broader strategy: free itself from the NVIDIA dependence and thus take control of its infrastructure for artificial intelligence without its chips.
What is at stake. Throughout these last years, Nvidia has dominated the GPUS market For the thanks to CUDAits owner development platform that has become the de facto standard to train and execute artificial intelligence models. Today, we have reached the point that whoever wants to make a large scale needs Nvidia chips, and that gives the company a huge market power, since they put the necessary hardware for an industry in which everyone wants to enter. Goal, despite having some of the best open models in the sector with Callskeep spending billions annually in Nvidia hardware.
The strategic movement. With rivos, goal not only buys a company, buy an alternative to the current technological stack. The startup Develop GPUS and RISC-V-based acceleratorsan open source architecture standard that threatens the traditional X86 (Intel and AMD) and ARM. Goal already works in its own internal chip, the goal Training and Inference Accelerator (Mtia), designed next to Broadcom and manufactured by TSMC, but the advances are not as fast as Zuckerberg would like. According to sources cited by Bloombergthe CEO would have been actively looking for market reinforcements to accelerate development.
It is not the only one. Goal adds to a career in which their technological rivals already have an advantage. Google has His tpusAmazon has Trainium and Microsoft has developed Maia. The AI war does not win only with the best models, but also With the chip that executes them And goal, despite being burning hundreds of billions of dollars in AI, it was staying behind in this front.
The context. Rivas acquisition is not an isolated movement. Target there was already tried to buy furiosaaia South Korean startup specialized in chips to train AI systems, but the offer of 800 million dollars was rejected. In addition, the company has recently announced An investment of 29,000 million dollars To build a huge data center in Louisiana and plan to spend up to 72,000 million this year on infrastructure related to AI.
The RISC-V challenge. Rivas represents an ambitious bet. Although RISC-V has not yet managed to penetrate massively into US data centers (its presence is mainly limited to microcontrollers and IoT devices), its potential is undeniable. China is already launching tablets and laptops with this architecture. If Meta manages to develop an AI accelerator based on RISC-V capable of replacing The NVIDIA H200 In its internal operations, it would be a considerable blow for the dominant standard.
Cover image | Nvidia and Goal
In Xataka | Openai has just presented Sora 2 with a Tiktok -style app. This is outlined a new wave of viral videos
GIPHY App Key not set. Please check settings