When it comes to chips for artificial intelligence, obviously the name that automatically comes to mind is Nvidia. The company is making a fortune selling semiconductors used for hot AI applications like large language models, and stock investors have rewarded it handsomely for doing so. But of course, Nvidia's GPUs can be used for more than just AI. They're also used for video games, graphics, cryptocurrency mining and more. But a new startup called MatX is aiming to build the ultimate chip just for LLMs. Co-founders Reiner Pope and Mike Gunter spent years at Alphabet, which has its own internal semiconductor operations, and now they've stalked out on their own to create a new chip company from scratch. We talk about how they're going about their job, what it takes to actually design and build a chip, and what it will take to get customers to switch over from the industry leader.

For more episodes on this topic: 
Coreweave's CSO on What It Really Takes to Build an AI Datacenter

Inside the Battle for Chips That Will Power Artificial Intelligence

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When it comes to chips for artificial intelligence, obviously the name that automatically comes to mind is Nvidia. The company is making a fortune selling semiconductors used for hot AI applications like large language models, and stock investors have rewarded it handsomely for doing so. But of course, Nvidia's GPUs can be used for more than just AI. They're also used for video games, graphics, cryptocurrency mining and more. But a new startup called MatX is aiming to build the ultimate chip just for LLMs. Co-founders Reiner Pope and Mike Gunter spent years at Alphabet, which has its own internal semiconductor operations, and now they've stalked out on their own to create a new chip company from scratch. We talk about how they're going about their job, what it takes to actually design and build a chip, and what it will take to get customers to switch over from the industry leader.
For more episodes on this topic: <a href="https://bloom.bg/4dtuzrb">Coreweave's CSO on What It Really Takes to Build an AI Datacenter</a> <a href="https://bloom.bg/4da1Vvh">Inside the Battle for Chips That Will Power Artificial Intelligence</a>
Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast">here</a>:

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday. 

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday.

Two Veteran Chip Builders Have a Plan to Take On Nvidia

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