GPU
Also known as graphics processing unit, GPUs
A GPU is a processor built to perform many calculations in parallel. Designed for graphics, it turned out to suit the mathematics of neural networks, and it is the workhorse of AI training and inference.
Why It Matters
GPU supply, pricing and lead times have become a leading indicator for the whole AI build-out, and they move semiconductor and equipment shares.
Related Terms
- NPUAn NPU is a processor built into a phone, laptop or other device to run AI models locally, using less power than a general-purpose chip.
- TPUA TPU is a chip designed specifically for machine learning workloads, built by an operator for use in its own data centres rather than sold as a general component.
- AI ComputeAI compute is the processing capacity used to train and run AI models, measured in chips, cluster hours or the cost of the calculations performed.
- SemiconductorsSemiconductors are the chips that process and store information, made in a small number of highly specialised factories from designs owned by companies that often do not manufacture at all.
- AI CapexAI capex is capital expenditure on AI capacity: chips, servers, networking, buildings and power connections, recorded as investment rather than as operating cost.
VANTAGE52 Coverage
Published reporting filed under the topics behind this concept.
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