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THE TECHNOLOGY GIANTS, DALE HEPHARD, WARNS THAT AI IS PUSHING THE MEMORY CHIP SUPPLY DOWN
On November 28, according to Bloomberg, several technology companies such as Dale and Hewlett-Packard warned that, with the rapid expansion of the AI infrastructure, the global supply of memory chips could be strained in the coming year. Before that, Mi had issued an early warning of price increases, and the CFO had also revealed that the company had started pre-positioning memory chips in response to potential cost increases. The research institute Counterpoint Research predicts that the memory model price will increase by 50% by the second quarter of next year. According to industry, the explosion of artificial intelligence applications is pushing..- 1.4k
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YV: WE'RE HAPPY FOR GOOGLE'S SUCCESS IN AI, BUT AT THIS STAGE OUR CHIPS ARE IN THE LEAD
On November 26th, in a statement released on platform X through an official news account, it was pleased with Google's success, and then suddenly turned around: “Ewida leads the other generation, the only platform that can run all the AI models in any computing scenario.” Previously, the Information report revealed that Meta planned to purchase Google Chips at a cost of billions of dollars in order to power the data centre. Following the release of the report, the share price of Ingweida fell significantly and, as of Tuesday afternoon local time, had fallen above 3%. According to Commercial..- 1.3k
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OpenAI announces self-study of AI chip: working together to develop 10 giva algorithms
On 14 October, OpenAI wrote on the Internet announcing strategic cooperation with Broadcom to deploy a self-research AI accelerator cluster totalling 10 Giwa in the coming years. The two partners are: OpenAI, which is responsible for designing customized AI accelerators and systems and for embedding their research and development directly into hardware to enhance their numeracy and intelligence. It will provide a full set of web-based solutions, such as Ethernet, PCIe and light interconnection, and will be responsible for the deployment of aircraft-grade systems. The deployment plan is expected to start in the second half of 2026..- 1.5k
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REDUCING RELIANCE ON WEEDA, AMD, MICROSOFT'S FUTURE AI DATA CENTRE PLANS TO USE MAINLY SELF-RESEARCH CHIPS
On October 2, according to CNBC, Microsoft Chief Technical Officer Kevin Scott indicated on Wednesday, local time, that Microsoft's future plan was to use self-study chips mainly in its data centres. This is expected to reduce Microsoft's dependence on mainstream chip manufacturers like Weidar and AMD. Semiconductors, as well as servers located inside data centres, are central to the development of artificial intelligence models and applications. At present, the technology giant, Young Weidar, has a dominant position in this area with its graphic processor (GPU), with a relatively small market share of the competition AMD. No, no, no- 1.3k
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China has the capability of a human robot from a key chip to a component, to an entire industrial chain
ACCORDING TO NEWS REPORTS ON SEPTEMBER 9, AT A PRESS CONFERENCE ORGANIZED BY THE NEW OFFICE TODAY ON THE THEME “QUALITY COMPLETION OF THE 14TH FIVE-YEAR PLAN”, MINISTER OF INDUSTRY, LEE LO SUNG, STATED THAT CHINA HAD THE CAPABILITY OF A HUMAN ROBOT FROM A KEY CHIP TO A COMPONENT TO A FULL-INDUSTRY CHAIN MANUFACTURING CAPABILITY. 1AI HAS ALSO BEEN INFORMED BY THE WIKILEAKS THAT OUR COUNTRY HAS PURSUED A HIGH-END, INTELLIGENT, GREEN AND INTEGRATED APPROACH TO PROMOTING THE UPGRADING OF TRADITIONAL INDUSTRIES. SINCE THE FOURTEENTH FIVE-YEAR PLAN, 46 MUNICIPALITIES SUPPORTED HAVE IMPLEMENTED PILOT PROJECTS TO UPGRADE NEW TECHNOLOGIES IN THEIR CITIES, WHICH HAVE RESULTED IN THE CONSTRUCTION OF MORE THAN 230 STATE-OF-THE-ART SMART FACTORIES AND 1260..- 1.8k
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Behind the resumption of exports to China, the British media exposure Nvidia, AMD and the U.S. government reached an "unprecedented" agreement
Aug. 12 (Bloomberg) -- In order to obtain chip export licenses, Nvidia, AMD and the Trump administration have reached an unusual arrangement that includes paying 15% of their China chip sales revenue to the U.S. government, according to the Financial Times. The two chipmakers agreed to the financial arrangement in order to obtain export licenses for the Chinese market, according to a U.S. official and other people familiar with the matter. These licenses were approved last week. The U.S. official said NVIDIA and AMD agreed to pay 15% of their revenues from the sale of H20 and MI308 chips in China to the...- 513
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Challenging NVIDIA's dominance, AMD teams up with AI startups to improve chip and software design
June 14, AMD is working closely with a number of AI startups with the intention of enhancing its software capabilities and designing more advanced chips, according to Reuters. As more and more AI companies look for alternatives to Nvidia chips, AMD has begun to expand its presence, with plans to build more competitive hardware and the acquisition of server maker ZT Systems. But the prerequisite for a successful chip launch is a strong software ecosystem to run AI developers' programs more efficiently, and AMD has acquired several small software companies in recent weeks to enhance its technology," said Reuters. ...- 1.2k
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The translation platform DeepL is powered by the latest NVIDIA chips and claims to "translate the entire Internet" in just 18 days.
June 12 (Bloomberg) -- German startup DeepL announced Wednesday that it has enabled NVIDIA's latest DGX SuperPOD system, allowing it to translate entire Internet content in just 18 days -- a speed that far exceeds the previous 194 days, CNBC reported. DeepL has developed its own generative AI models in direct competition with Google Translate. NVIDIA, for its part, is working to expand the customer base for its AI chips from "mega" tech companies like Microsoft and Amazon to a wider range of usage scenarios. According to 1AI, ...- 563
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SoftBank, Intel collaborate on new AI memory chip that's expected to cut power consumption in half
June 2 news, according to Nikkei Asia 31 report, softbank is working with Intel to develop a new AI special memory chip, its power consumption is expected to be significantly lower than the current chip, for Japan to build energy efficient AI infrastructure foundation. The two sides plan to design a new type of stacked DRAM chip, using a different wiring method from the existing high bandwidth memory (HBM), is expected to reduce power consumption by about half. Responsible for the project is the newly established company Saimemory, using technology from Intel and combining the results of patents from Japanese universities such as the University of Tokyo.Sa...- 1.1k
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U.S. announces partnership with UAE to build largest overseas AI data center to support 2.5 million NVIDIA B200 chips
May 16 - On May 15, local time, the U.S. Department of Commerce announced the signing of a historic technology cooperation agreement with the United Arab Emirates in Abu Dhabi to create an AI data center campus. The data center is planned to cover an area of 10 square miles (approximately 25.9 square kilometers) and, when completed, will be the largest AI infrastructure cluster outside of the United States. According to the announcement, G42, a UAE-based company, will collaborate on the construction of a comprehensive 5GW data center in Abu Dhabi, operated in partnership with a number of U.S.-based companies, which will serve a 2,000-mile radius of the UAE for nearly...- 2.7k
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Meta's first in-house AI training chip kicks off testing in bid to shed dependence on Nvidia, sources say
March 11 (Bloomberg) -- Social media company Meta, which owns Facebook, Instagram and WhatsApp, is testing its first in-house chip for training artificial intelligence systems, Reuters reported. According to two people familiar with the matter, the move marks a key step for Meta in reducing its reliance on outside vendors, such as NVIDIA, and moving toward designing more customized chips. Meta has begun deploying the chip on a small scale and plans to increase production for large-scale use if tests go well, the report said.Me...- 1.3k
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"Stargate project launched: 64,000 NVIDIA GB200 chips to be installed in the first data center
March 7 (Bloomberg) - OpenAI and Oracle have announced that they will begin construction of a large data center in Abilene, Texas, and install tens of thousands of NVIDIA's high-performance AI chips over the coming months to advance their first facility in the Stargate infrastructure project. Stargate" (Stargate) infrastructure project, the first of the two facilities into operation. The data center is expected to house 64,000 NVIDIA GB200 chips by the end of 2026, with the first 16,000 chips scheduled to be deployed this summer, according to people familiar with the matter. This ...- 2.4k
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Amazon AWS AI Training Chip Trainium2 Instances Fully Available, Announces Next-Gen 3nm Trainium3
Amazon AWS today announced the widespread availability of Trn2 instances based on its in-house team-developed AI training chip, Trainium2, with the launch of the Trn2 UltraServer large-scale AI training system, as well as the release of the next generation of the even more advanced 3nm-processed Trainium3 chip. A single Trn2 instance consists of 16 Trainium2 chips interconnected by an ultra-fast, high-bandwidth, low-latency NeuronLink interconnect, providing 20.8 petaflo...- 3.1k
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Amazon was exposed to start the "moon landing" program: the goal of deploying 100,000 second-generation AI self-research chip, reducing dependence on Nvidia
Bloomberg yesterday (November 25) released a blog post, reported that Amazon in order to reduce dependence on Nvidia, has launched a "moon landing" (moonshot) plan, hoping to deploy 100,000 second-generation self-developed chips, improve data processing efficiency and reduce the cost of AI chip procurement. 1AI cited sources reported that Amazon set up an engineering laboratory in Austin, Texas, and set up a specialized team of engineers dedicated to the development of AI chips. The source said the lab atmosphere is similar to a startup, with engineers focusing on circuit board and cooling system improvements to optimize un...- 4.7k
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Microsoft-backed Silicon Valley startup d-Matrix begins shipping its first AI chip
Silicon Valley startup d-Matrix on Tuesday announced the start of shipments of its first artificial intelligence chip aimed at providing services such as chatbots and video generation. d-Matrix has raised more than $160 million (currently about Rs 1,158 million) in funding so far, including an investment from Microsoft's venture capital arm. Early customers are testing sample chips and full shipments are expected next year, the company said. Santa Clara, California-based d-Matrix did not name specific customers, but said Super Micro Co.- 3.2k
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NVIDIA asks SK Hynix to supply HBM4 chips 6 months ahead of schedule
Nov. 4 (Bloomberg) -- NVIDIA CEO Jen-Hsun Huang has asked SK Hynix to supply next-generation, high-bandwidth memory chips known as HBM4 six months ahead of schedule, SK Group Chairman Choi Tae-won said, according to a Reuters report today. SK Hynix plans to launch the first HBM4 products with 12-layer DRAM stacks in the second half of 2025, with 16-layer stacked HBMs launching slightly later in 2026. SK Hynix and TSMC signed a Memorandum of Understanding (MOU) in April this year, announcing that they will collaborate on HBM in...- 4.8k
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Microsoft says it has servers with NVIDIA's latest GB200 AI chip built in
Microsoft's official Azure X account posted last night to "show off" its new gear: the company has gotten its hands on an AI server powered by NVIDIA's GB200 superchip, making it the first of the world's cloud service providers to use the Blackwell architecture. In March, NVIDIA unveiled its most powerful AI acceleration card, the GB200, at the GTC 2024 developer conference, which utilizes the next-generation AI graphics processor architecture, Blackwell, etched using TSMC's 4-nanometer (4NP) process. bla...- 8.6k
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Foxconn plans to build world's largest NVIDIA GB200 AI chip manufacturing facility in Mexico
Foxconn Senior Vice President Benjamin Ting announced at the 2024 Hon Hai Technology Day that Foxconn plans to build the world's largest NVIDIA GB200 chip manufacturing plant in Mexico, although he did not disclose exactly where the facility will be built, Reuters reported today. Foxconn, currently a major supplier to Apple, is expanding its business to make other electronics. As demand soars for AI startups to train big models, which require a lot of computing power, Foxconn is looking to compete for new markets, and hitching a ride on NVIDIA's giant wheel is a natural first choice. This year ... -
Omdia: AI data center chip market will reach $151 billion in 2029, with growth slowing after 2026
Research consulting firm Omdia said in an article published on the 1st of this month that the market demand for AI data center chips will reach $151 billion (currently about 1.08 trillion yuan) in 2029, but growth will slow significantly after 2026. According to Omdia's "Cloud Computing and Data Center Artificial Intelligence Processor Forecast" report, the market size of AI data center chips will be less than $10 billion in 2022, and has now grown to $78 billion this year (currently about $5562.87 billion)...- 11.1k
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Tsinghua University's "Tai Chi-II" optical chip is released: the results are published in Nature, and it is the first to create a fully forward intelligent optical computing training architecture
According to official news from Tsinghua University, the research team of Professor Fang Lu from the Department of Electronic Engineering of Tsinghua University and the research team of Academician Dai Qionghai from the Department of Automation have taken a different approach and pioneered a fully forward intelligent optical computing training architecture, developed the "Tai Chi-II" optical training chip, and achieved efficient and accurate training of large-scale neural networks in optical computing systems. The research results were published online in the journal Nature on the evening of August 7, Beijing time, under the title "Full Forward Training of Optical Neural Networks". According to inquiries, the Department of Electronic Engineering of Tsinghua University is the first unit of the paper, Professor Fang Lu and Professor Dai Qionghai are the corresponding authors of the paper, and Xue Zhiwei, a doctoral student in the Department of Electronic Engineering of Tsinghua University...- 5.3k
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The U.S. Department of Commerce is spending $400 million to boost chip production
The U.S. Department of Commerce has just announced a massive $400 million investment to support domestic semiconductor wafer production and advance U.S. technology. The investment is part of the CHIPS Act, which aims to boost domestic semiconductor wafer production and enhance U.S. technological capabilities. This time, the lucky winner is GlobalWafers, which reached a preliminary non-binding memorandum of understanding (PMT) with the Department of Commerce and received this huge amount of money. Source Note: The image is generated by AI, and the image licensing service provider Midjou…- 2.5k
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Challenging Nvidia and AMD, Kneron, a startup backed by Qualcomm and Foxconn, launches new NPU for notebooks
Kneron, an AI chip startup, launched its next-generation AI products, the KNEO 330 server and PC devices equipped with the third-generation NPU chip KL830, at the 2024 Taipei International Computer Show on Wednesday. It is reported that the company was founded in 2015 by CEO Liu Juncheng and Zhang Maozhong. It is a company that provides edge computing artificial intelligence (edge AI) technology. Its investors mainly include well-known groups such as Li Ka-shing's Horizons Ventures, Qualcomm, Foxconn Group, Alibaba Entrepreneurs Fund, and China Development Capital. …- 4.9k
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Arm predicts that by the end of 2025, 100 billion Arm devices will be ready for AI
British chip design company Arm Holdings predicts that by the end of 2025, there will be 100 billion Arm devices ready for artificial intelligence applications worldwide. Arm CEO Rene Haas announced the news at the Computex forum in Taipei. The news means that chip devices designed by Arm will promote the development of artificial intelligence worldwide. Source Note: Image generated by AI, image licensing service provider Midjourney Arm is a leading chip design company, and their products are widely used in...- 3.6k
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Intel enters AI PC market with Lunar Lake chips
Intel recently announced the release window for its new Lunar Lake chip laptop processor, which is expected to be officially launched in the third quarter of this year. It is designed to bring a new AI experience to Copilot Plus PC. Intel's announcement coincides with Microsoft's Surface and AI event, where Microsoft adopted Qualcomm's Snapdragon X Elite and Plus chips to provide high performance and longer battery life. However, Intel claims that its Lunar Lake processors are more powerful than Stabl…- 3.1k
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