AI's Next Battleground Moves Beyond Chips to Connectivity

Dow Jones
Sep 09

0327 GMT - As large technology companies ramp up spending on custom artificial-intelligence chips, competition is shifting to networking technologies that tie increasingly complex computing systems together, according to a Digitimes Intelligence report. The report says AI infrastructure is moving toward a multi-architecture model, in which GPUs and proprietary AI accelerators coexist, increasing demand for advanced interconnect technologies. Digitimes says the shift should create opportunities across the supply chain, from switch and interconnect chipmakers to suppliers of cables, connectors and optical components, particularly in Taiwan's hardware ecosystem.

 

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