Elon Musk warns about an all-out war, and it ‘starts’ with Nvidia – The Times of India

Tesla CEO Elon Musk has raised an alarm over what he calls on impending “all-out war” in artificial intelligence hardware. Musk pointed to Nvidia’s next-generation Blackwell chips as the catalyst for a seismic shift in the industry. This warning from Musk came after investor Gavin Baker discussed that the increasing completion between major AI infrastructure players on the Invest Like the Best podcast. Bake talked about how Nvidia’s Blackwell platform can reshare the economics of AI once fully deployed. Responding to the same on social media platform X (formerly known as Twitter) Musk wrote, “AI is the highest ELO battle ever. Speed of deployment of hardware, especially robotics, is the [linchpin].”For the unwary, the Elo rating system was originally designed for chess and it is now widely used to rank the performance in esports, sports and even in large language models, underscoring Musk’s view of AI as a high-stakes contest of speed and capability.

Nvidia’s Blackwell delays gave Google on edge

Baker further explained that Nvidia’s transition from Hopper to Blackwell chips was “by far the most complex product transition we’ve ever gone through in technology,” citing challenges like higher power usage, liquid cooling, heavier racks, and heat management. All these delays temporarily gave an advantage to Google as it became the lowest-cost producer of AI ‘tokens’ aggressively cutting prices and squeezing competitors. Baker described Google’s…