Qualcomm Just Landed ByteDance's AI Chip Deal — And Nvidia Should Be Watching
The company you associate with phone processors just struck a deal to power one of the world’s largest AI operations. And it tells us everything about where the chip market is actually heading. The Phone Chip Company That Showed Up to the AI Wars Qualcomm has signed a deal with ByteDance to supply millions of custom AI chips for data centers. Not GPUs. Not general-purpose hardware. Application-specific integrated circuits — ASICs — tuned for the one thing that actually matters in production AI: inference. ...