Apple aims to cut Nvidia reliance with Broadcom partnership on AI chip: Report
4 weeks ago

Apple aims to cut Nvidia reliance with Broadcom partnership on AI chip: Report

Live Mint  

Apple is reportedly working with Broadcom to create its first server chip designed specifically for artificial intelligence processing. According to the report, Apple has seen considerable success in chip development, with its M-series processors replacing Intel chips in Mac computers. However, despite in-house advancements, firms like Apple and Microsoft have found it challenging to fully break away from Nvidia, which remains a key player in the AI chip market. Broadcom’s primary competitor in this sector, Marvell, has estimated that the custom chip market could expand to around $45 billion by 2028, with the two firms likely sharing the market.

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History of this topic

Apple planning to use Amazon's latest AI chips to train upcoming Apple Intelligence models
1 month ago

Apple planning to use Amazon's latest AI chips to train upcoming Apple Intelligence models

Firstpost  

Apple has been using Amazon’s Trainium and Graviton chips to improve search functionality, achieving a 40 per cent boost in performance. Now, the company is evaluating Amazon’s Trainium2 chips for pre-training new AI models AWS’s new servers are set to launch next year, alongside NVIDIA's latest offerings, as both companies race to meet booming AI demands. Image Credit : Reuters …

Apple in talks with Foxconn to build AI servers to boost computing power as Apple Intelligence demand grows
2 months ago

Apple in talks with Foxconn to build AI servers to boost computing power as Apple Intelligence demand grows

Firstpost  

Apple’s gearing up to supercharge its Apple Intelligence services, and it’s eyeing Foxconn for help. With Apple Intelligence — its fancy suite of AI features — taking centre stage, the company wants to up its computing game by building custom servers The idea is to use Apple Silicon to power these AI servers, the same chip tech that’s already humming …

The Rise of the Rent-Seekers: How Nvidia's Success is Feeding the Niche Monster
2 months, 1 week ago

The Rise of the Rent-Seekers: How Nvidia's Success is Feeding the Niche Monster

Live Mint  

The article explores the hyperconcentration of the semiconductor industry, with a focus on the impact of Nvidia's dominance on the market. Despite Nvidia's significant revenue growth, the foundries and equipment-makers who design and manufacture chips are left with a much smaller share of the profits. This disparity is attributed to the hyperspecialization of the industry, which has led to a …

TikTok's parent firm ByteDance won't pay for NVIDIA's AI Chips, wants Huawei, Broadcom to develop GPUs
3 months, 1 week ago

TikTok's parent firm ByteDance won't pay for NVIDIA's AI Chips, wants Huawei, Broadcom to develop GPUs

Firstpost  

ByteDance ordered over 100,000 chips this year but received fewer than 30,000 by July, slowing the company’s progress. Image Credit: Reuters ByteDance, the parent company of TikTok, is shifting its strategy in response to US trade restrictions that have made accessing advanced AI hardware, such as NVIDIA’s high-performance GPUs, increasingly difficult. With limited legal access to NVIDIA’s cutting-edge chips and …

Jensen Huang's Nvidia may invest in OpenAI along with Apple
4 months, 1 week ago

Jensen Huang's Nvidia may invest in OpenAI along with Apple

Hindustan Times  

Nvidia Corp., the world’s biggest chipmaker, has discussed joining a funding round for OpenAI that would value the artificial intelligence startup at more than $100 billion, according to people familiar with the matter. Big Tech’s influence over artificial intelligence has been drawing mounting scrutiny, with regulators in both the EU and US expressing concerns about Nvidia’s dominance in AI chips …

Nvidia's new AI chip delay due to design flaws to affect Amazon, Google, and Microsoft: Report
5 months ago

Nvidia's new AI chip delay due to design flaws to affect Amazon, Google, and Microsoft: Report

Hindustan Times  

Nvidia Corp.’s upcoming artificial intelligence chips will be delayed because of design flaws, The Information reported, citing two unnamed sources part of the chip and server hardware production. The delay, which is estimated to be around three months or even more, could directly affect some of Nvidia's biggest customers, which includes Meta, Google, and Microsoft. Nvidia had informed Microsoft earlier …

Nvidia Ready To Join The AI Chip Battle In China With New Flagship Version: All Details
5 months, 2 weeks ago

Nvidia Ready To Join The AI Chip Battle In China With New Flagship Version: All Details

News 18  

SINGAPORE:Nvidia is working on a version of its new flagship AI chips for the China market that would be compatible with current U.S. export controls, four sources familiar with the matter said. The advent of tighter export U.S. controls has helped Chinese technology giant Huawei and startups like Tencent-backed Enflame make some inroads into the domestic market for advanced AI …

OpenAI holds talks with Broadcom about developing new AI chip, the Information reports
5 months, 3 weeks ago

OpenAI holds talks with Broadcom about developing new AI chip, the Information reports

The Hindu  

ChatGPT maker OpenAI is in discussion with chip designers, including Broadcom, about developing a new artificial intelligence chip, the Information reported on Thursday, citing people familiar with the matter. The Microsoft-backed company is hiring former Google employees who produced the online search giant's own AI chip, the tensor processing unit, and has decided to develop an AI server chip, the …

Nvidia’s business is booming. Here’s what could slow it down.
7 months, 2 weeks ago

Nvidia’s business is booming. Here’s what could slow it down.

Live Mint  

Nvidia is riding high after another quarter of blockbuster sales and earnings, even as threats are emerging that could weaken the company’s position at the center of the artificial-intelligence boom. Sequoia Capital estimated in March that the industry put $50 billion into Nvidia’s chips to train large language models, but generative AI startups had only made $3 billion in revenue. …

Apple is working on its own AI chip for data centers: Report
8 months ago

Apple is working on its own AI chip for data centers: Report

Hindustan Times  

Apple Inc. has been developing a homegrown chip to run artificial intelligence tools in data centers, though it’s unclear if the semiconductor will ever be deployed, the Wall Street Journal reported. The effort would build on Apple’s previous efforts to make in-house chips, which run in its iPhones, Macs and other devices, according to the Journal, which cited unidentified people …

Today’s Cache | Microsoft’s $2.9 billion AI investment in Japan; Intel’s Gaudi 3 AI chip to launch this year; TSMC boosts US chip production with $11.6 billion grants
8 months, 4 weeks ago

Today’s Cache | Microsoft’s $2.9 billion AI investment in Japan; Intel’s Gaudi 3 AI chip to launch this year; TSMC boosts US chip production with $11.6 billion grants

The Hindu  

Microsoft invests $2.9 Billion in Japan for AI development Microsoft plans to invest $2.9 billion in Japan over the next two years, to enhance the country’s AI capabilities and bolster cybersecurity against threats from China and Russia. While earlier versions of Intel’s Gaudi AI chips didn’t gain significant market share, the company anticipates that the new model will have a …

Apple iPhone’s new legal tryst, while Canva finds value in Europe to rival Adobe
9 months, 1 week ago

Apple iPhone’s new legal tryst, while Canva finds value in Europe to rival Adobe

Hindustan Times  

It’s been brewing for a while, and I was reserving my opinion till the contours of this became clear. In January, Apple emphasised a change in policy that would also enable the likes of Nvidia’s GeForce Now and Xbox Cloud Gaming to have dedicated apps available. Another allegation is, “Apple has denied users access to digital wallets that would have …

NVIDIA collaborates with US Govt to make low-grade AI Chips for the Chinese market
1 year, 1 month ago

NVIDIA collaborates with US Govt to make low-grade AI Chips for the Chinese market

Firstpost  

NVIDIA is working closely with the US government to design and supply China’s tech firm with AI chips that would comply with US’s standards for Ai chip exports to China. The new GPUs, or AI chips are massively nerfed than the current flagships that NVIDIA makes In an announcement on Wednesday, NVIDIA’s CEO, Jensen Huang, revealed the company’s close collaboration …

NVIDIA’s way of the SamurAI: CEO Jensen Huang to prioritise Japan for specialised processors
1 year, 1 month ago

NVIDIA’s way of the SamurAI: CEO Jensen Huang to prioritise Japan for specialised processors

Firstpost  

NVIDIA is taking a massive bet on Japan’s booming AI industry and has decided to prioritise Japanese tech companies for their special AI-capable GPUs. Japan has set aside about 2 trillion Yen or $13.6 billion in an additional budget, specifically earmarked for chip investment In an official statement on Monday, NVIDIA’s CEO Jensen Huang assured that the company is fully …

Nvidia to make Arm-based PC chips in major new challenge to Intel
1 year, 2 months ago

Nvidia to make Arm-based PC chips in major new challenge to Intel

The Hindu  

Nvidia dominates the market for artificial intelligence computing chips. Nvidia has quietly begun designing central processing units that would run Microsoft’s Windows operating system and use technology from Arm Holdings, two people familiar with the matter told Reuters. Microsoft's plans take aim at Apple, which has nearly doubled its market share in the three years since releasing its own Arm-based …

Nvidia to make Arm-based PC chips in major new challenge to Intel
1 year, 2 months ago

Nvidia to make Arm-based PC chips in major new challenge to Intel

Hindustan Times  

Nvidia dominates the market for artificial intelligence computing chips. Nvidia has quietly begun designing central processing units that would run Microsoft’s Windows operating system and use technology from Arm Holdings, two people familiar with the matter told Reuters. Microsoft's plans take aim at Apple, which has nearly doubled its market share in the three years since releasing its own Arm-based …

Microsoft could debut its AI chip next month: Report
1 year, 3 months ago

Microsoft could debut its AI chip next month: Report

The Hindu  

Microsoft could unveil the company’s first chip designed for artificial intelligence at its annual developer’s conference. The Microsoft chip is designed for data center services that train and run large language models, the software powering conversational AI features including those from OpenAI’s ChatGPT. Earlier this month, reports also emerged that OpenAI, the company behind ChatGPT is also exploring making its …

AI chip race heats up as AMD introduces rival to Nvidia technology
1 year, 6 months ago

AI chip race heats up as AMD introduces rival to Nvidia technology

Associated Press  

SAN FRANCISCO — Advanced Micro Devices has revealed a new artificial intelligence chip in its race to compete with rival chipmaker Nvidia in supplying the foundation for a boom in AI-fueled business tools. The semiconductor company, based in Santa Clara, California, described its new MI300X chip as “the world’s most advanced accelerator for generative AI.” It’s expected to attract interest …

Chipmaker Nvidia joins exclusive club of companies with a $1 trillion market capitalization
1 year, 7 months ago

Chipmaker Nvidia joins exclusive club of companies with a $1 trillion market capitalization

Associated Press  

Nvidia has joined the exclusive club of companies with a $1 trillion market capitalization as the chipmaker benefits from the growing use of artificial intelligence. Nvidia Corp. joins tech titans like Alphabet, Apple and Microsoft in the $1 trillion club. Last week the maker of graphics chips for gaming and artificial intelligence reported a quarterly profit of more than $2 …

"Anybody can become a software engineer thanks to AI," says NVIDIA boss Jensen Huang
1 year, 7 months ago

"Anybody can become a software engineer thanks to AI," says NVIDIA boss Jensen Huang

Firstpost  

Nvidia’s CEO Jensen Huang made a resounding declaration saying that artificial intelligence has eliminated the “digital divide” and made computer programming accessible to everyone. Speaking at the Computex forum in Taipei, Huang emphasized that AI is driving a computing revolution and enabling new possibilities. As a leading supplier of chips and computing systems for AI, Nvidia has become the world’s …

Explained | Why Nvidia tweaked its chip for China
1 year, 8 months ago

Explained | Why Nvidia tweaked its chip for China

The Hindu  

The story so far: GPU and AI chip giant Nvidia on March 22 announced the release of a specially designed version of its advanced H100 chip that complied with U.S. export regulations. In September, Nvidia was ordered by officials to stop exporting two high-level chips - A100 and H100 - to Chinese customers due to concerns about the technology being …

Chip Giant AMD to Buy This Cloud Startup For $1.9 Billion: All Details
2 years, 9 months ago

Chip Giant AMD to Buy This Cloud Startup For $1.9 Billion: All Details

News 18  

– Chip designer Advanced Micro Devices said on Monday it would acquire cloud startup Pensando for $1.9 billion to bolster its data center products and capitalize on booming demand from cloud and enterprise sectors. The startup makes a fully programmable processor and a software platform, which helps enterprise clients and data center customers to function more like cloud computing data …

Amazon's cloud unit launches new chips to take on Intel, Nvidia
3 years, 1 month ago

Amazon's cloud unit launches new chips to take on Intel, Nvidia

The Hindu  

Amazon.com Inc's cloud computing unit on Tuesday introduced two new custom computing chips aimed at helping its customers beat the cost of using chips from Intel Corp and Nvidia Corp. With $45.37 billion in sales in 2020, Amazon Web Services is the world's biggest cloud computing provider and one of the biggest buyers of data center chips, whose computing power …

Today's Cache | A chip industry reshaping deal is under probe
3 years, 2 months ago

Today's Cache | A chip industry reshaping deal is under probe

The Hindu  

A deal that could potentially reshape the global chip industry is under probe To some, Arm might mean a part of the human body. In 2013, Japan’s Softbank bought the chip designer for $32 billion, and last September the multinational conglomerate said it has clinched a deal to sell Arm to Nvidia. That deal, one of the largest semiconductor takeovers …

Nvidia announces Arm-based 'Grace' server chip in direct challenge to Intel
3 years, 8 months ago

Nvidia announces Arm-based 'Grace' server chip in direct challenge to Intel

The Hindu  

Nvidia Corp on Monday said plans to make a server processor chip based on technology from the United Kingdom's Arm Ltd, putting it in the most direct competition yet with rival Intel Corp and adding a layer of complexity to the antitrust review of Nvidia's $40 billion deal to buy Arm. Nvidia's chips have traditionally been used as "accelerators" alongside …

Microsoft working on in-house chips for its servers, PCs
4 years ago

Microsoft working on in-house chips for its servers, PCs

The Hindu  

Microsoft Corp is working on in-house processors for the servers running its cloud-computing services and Surface line of personal computers, potentially cutting its reliance on Intel Corp, a person familiar with the matter told Reuters. Microsoft relies heavily on Intel and Advanced Micro Devices Inc to supply the chips for its Azure cloud computing services as well as its Surface …

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