The article discusses the efforts of several US startups to establish domestic production of artificial intelligence (AI) chips by 2025. Currently, the majority of AI chips are manufactured in Taiwan, which poses a potential supply chain risk. Companies like Cerebras Systems, Groq, and SambaNova Systems are investing in building fabrication plants, known as fabs, in the US to produce AI chips locally. These chips are designed to handle the massive computational demands of AI applications more efficiently than traditional processors. The startups aim to leverage the expertise of former employees from major chipmakers and secure funding from venture capitalists and the US government. However, they face challenges such as high costs, talent shortages, and competition from established players like Nvidia and AMD. The article highlights the strategic importance of domestic AI chip production for the US to maintain its technological edge and reduce reliance on foreign suppliers. The success of these startups could reshape the global AI chip market and strengthen US leadership in this critical technology domain.
Source: https://www.businessinsider.com/us-startups-american-fabs-ai-chip-production-2025-1