Beneath the race to train and release more powerful AI models lies another race: a race by companies and nation-states to secure the hardware to make sure they win AI supremacy.

Correction: The latest available Nvidia chip is the Hopper H100 GPU, which has 80 billion transistors. Since the first commercially available chip had four transistors, the Hopper actually has 20 billion times that number. Nvidia recently announced the Blackwell, which boasts 208 billion transistors - but it won’t ship until later this year.

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Chips Are the Future of AI. They’re Also...