Inside the AI accelerator arms race: AMD, Nvidia, and hyperscalers commit to annual releases through the decade

The artificial intelligence industry is developing so rapidly that the leading suppliers of AI accelerators — AMD and Nvidia — have moved to a yearly product release cadence. Furthermore, it appears that hyperscalers who can afford to develop their own silicon followed suit, so Amazon Web Services, Google, and Meta are also going to release new AI accelerators every year through to the late 2020s.

But which processors are on the horizon? We drew the big picture of the AI and HPC accelerator industry…