News/AI Chips

Oct 11, 2024

Intel Core Ultra 200S AI processor debuts for desktop enthusiasts

Intel's AI-powered desktop revolution: Intel has unveiled its new Core Ultra 200S series processors, marking the debut of AI-enabled desktop PCs for enthusiasts and promising significant improvements in performance and efficiency. Processor specifications and improvements: The Intel Core Ultra 200S series introduces a range of advanced features designed to enhance desktop computing capabilities. The flagship Intel Core Ultra 9 processor 285K leads the lineup, offering up to 8 next-generation Performance-cores (P-cores) and 16 next-generation Efficient-cores (E-cores). These processors deliver up to 14% better performance in multi-threaded workloads compared to their predecessors. The series includes five unlocked desktop processors, giving users...

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Oct 10, 2024

Intel’s new ‘Arrow Lake’ CPUs boost desktop efficiency

Intel's Arrow Lake CPUs: A new era of desktop computing: Intel's latest desktop CPU lineup, the Core Ultra 200S series (codenamed "Arrow Lake"), is set to launch on October 24, marking a significant step forward in energy efficiency and AI capabilities for consumer processors. Key architectural advancements: The new CPUs utilize Intel's "Lion Cove" Performance cores and "Skymont" Efficient cores, offering a range of 6-8 P-cores and 8-16 E-cores depending on the model. Arrow Lake features deeper cache compared to its predecessors, with 4MB L2 for E-core clusters, 3MB L2 for P-cores, and up to 36MB L3 cache. The series...

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Oct 10, 2024

AMD launches Ryzen AI Pro 300 processors for enterprise Copilot+ PCs

AMD's Strategic Move in Enterprise AI Computing: AMD has unveiled its new Ryzen AI Pro 300 series processors, marking a significant advancement in bringing AI-powered computing capabilities to enterprise users. Key Features and Specifications: The lineup includes three chips designed for Copilot+ PCs: AMD Ryzen AI 9 HX Pro 375, AMD Ryzen AI 9 HX Pro 370, and AMD Ryzen AI 7 Pro 360. These processors represent a substantial upgrade from the previous AMD Ryzen Pro 8040 series. The most powerful chip in the series, the Ryzen AI 9 HX Pro 375, boasts an NPU (Neural Processing Unit) capable of...

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Oct 10, 2024

AMD challenges Nvidia with new AI chip lineup

AMD's AI Chip Challenge to Nvidia: AMD is positioning its upcoming MI325X chip as a direct competitor to Nvidia's H200 GPU, aiming to disrupt Nvidia's dominance in the AI chip market. AMD claims the MI325X, set to ship in Q4 2023, will outperform Nvidia's H200 GPU in terms of performance. However, Nvidia appears to be maintaining its lead, planning to ship "several billion dollars" worth of its next-generation Blackwell B200 GPU in the same quarter. AMD's response to the Blackwell B200, the MI355X, is not expected to arrive until the second half of 2025, potentially giving Nvidia a significant head...

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Oct 9, 2024

MediaTek challenges Qualcomm with AI-powered Dimensity 9400 chip

Next-gen mobile processor unveiled: MediaTek has introduced its latest flagship mobile processor, the Dimensity 9400, aiming to compete with Qualcomm's Snapdragon series in high-end smartphones for 2025. AI capabilities take center stage: The Dimensity 9400 features advanced artificial intelligence capabilities, powered by the eighth-generation Neural Processing Unit (NPU) and Dimensity Agentic AI Engine (DAE). The chip offers on-device video generation and LoRA training, both claimed as industry firsts. Large Language Model (LLM) prompt performance is up to 80% faster, with a 35% increase in power efficiency. MediaTek is collaborating with developers to create third-party applications that can leverage the NPU's...

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Oct 8, 2024

Samsung issues public apology after missing earnings expectations

Samsung's profit shortfall triggers rare public apology: Samsung Electronics, the global leader in memory chip manufacturing, has issued an unusual apology after forecasting lower-than-expected operating profits for the most recent quarter. The company anticipates an operating profit of $6.78 billion, falling short of analyst expectations by approximately $900 million. Samsung Vice Chairman Jun Young-hyun acknowledged the company's underperformance and the resulting concerns about its technological competitiveness and future prospects. The statement explicitly mentions a perceived "crisis" at Samsung, with leadership taking responsibility for the situation. Market challenges and competitive pressures: Samsung's recent financial performance reflects broader industry trends and increased...

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Oct 7, 2024

Super Micro stock surges after company reports massive GPU shipments

AI hardware boom drives Super Micro's growth: Super Micro Computer, a leading server manufacturer, has seen its shares surge 15% following the announcement that it's shipping over 100,000 AI-focused GPUs per quarter, signaling robust demand in the artificial intelligence sector. The company revealed this figure while introducing a new cooling product, highlighting its significant role in supplying hardware for AI applications. Based on the average price of high-end AI GPUs, such as Nvidia's $30,000 chip, Super Micro's quarterly GPU shipments could potentially represent billions of dollars in orders. Super Micro's computers serve as servers for various purposes, including data storage,...

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Oct 7, 2024

Nvidia soars to 2nd-most valuable company on Wall Street

AI chip giant Nvidia continues meteoric rise: Nvidia's latest quarterly results have once again surpassed Wall Street expectations, solidifying its position as a dominant force in the artificial intelligence semiconductor market. Record-breaking financial performance: Nvidia's revenue more than doubled in the latest quarter compared to the same period last year, driven by unprecedented demand for its AI-focused semiconductors. The company reported revenue of $30 billion for the quarter ended July 31, representing a 122% increase year-over-year. Nvidia's data center business, which includes its AI chips, saw revenue surge by 154% to $26.3 billion. The chipmaker forecasts revenue for the current...

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Oct 3, 2024

Biden administration to invest $100M in AI-driven semiconductor tech

Biden-Harris Administration announces major AI investment for sustainable semiconductors: The U.S. Department of Commerce has issued a Notice of Intent for a competition to accelerate the development of sustainable semiconductor materials using artificial intelligence, with up to $100 million in funding available. Key details of the initiative: The program aims to demonstrate how AI can assist in developing new sustainable semiconductor materials and processes within a five-year timeframe. Funding will be awarded to university-led, industry-informed collaborations focusing on AI-powered autonomous experimentation (AI/AE) for sustainable semiconductor manufacturing. The initiative is part of the CHIPS for America program, which seeks to bolster...

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Oct 3, 2024

Google says its AI now designs chips better than humans can

AI-assisted chip design claims spark debate: Google DeepMind's announcement of its AlphaChip method, purportedly capable of creating "superhuman chip layouts" in hours, has drawn skepticism from independent chip design experts. Google DeepMind claims AlphaChip can design chips faster and better than human experts, using reinforcement learning to optimize component relationships and layout quality. The AI method has allegedly helped design three generations of Google's Tensor Processing Units (TPUs) and contributed to chip designs for data centers and smartphones. AlphaChip reportedly reduces total wire length in chip designs, potentially lowering power consumption and improving processing speed. Expert skepticism and calls for...

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Oct 1, 2024

AMD unveils energy-efficient Epyc chips for high-performance devices

AMD's New Frontier in Embedded Computing: AMD has launched its Epyc Embedded 8004 Series processors, marking a significant advancement in high-performance, low-power computing for the embedded market. The new processors are designed for compute-intensive embedded systems, offering exceptional performance for demanding workloads while maximizing power efficiency. These processors are particularly suited for networking systems, routers, security appliances, enterprise and cloud storage, and industrial edge applications. The Epyc Embedded 8004 Series is the first in AMD's embedded portfolio to integrate "Zen 4c" cores, setting a new standard for platform efficiency and innovation. Performance and Efficiency Gains: The AMD Epyc Embedded 8004...

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Oct 1, 2024

AI chipmaker Cerebras challenges Nvidia with IPO filing

AI chipmaker Cerebras aims for IPO amid tech industry excitement: Cerebras, a Silicon Valley-based AI chip company, has filed for an initial public offering (IPO), positioning itself as a challenger to industry giant Nvidia in the rapidly growing artificial intelligence market. Cerebras's IPO filing comes at a time when investor interest in AI-related companies is at an all-time high, following the release of OpenAI's ChatGPT in late 2022. The company's move to go public could potentially break the current drought of high-profile tech IPOs and capitalize on the widespread enthusiasm for AI-related investments. Market context and IPO landscape: The tech...

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Sep 30, 2024

Raspberry Pi unveils $70 AI camera compatible with all models

New AI Camera for Raspberry Pi: Raspberry Pi has introduced a $70 AI Camera compatible with all Raspberry Pi models, expanding AI capabilities to users of older devices. The new AI Camera is built around a Sony IMX500 image sensor with an integrated AI accelerator, allowing it to run various neural network models efficiently. Unlike the earlier AI Kit, which only works with Raspberry Pi 5, this camera is compatible with all Raspberry Pi models and connects via a camera ribbon cable. The camera boasts low power consumption and low latency, leaving the Raspberry Pi's processor free for other tasks....

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Sep 29, 2024

Inside OpenAI’s ambitious plans to make AI flow like electricity

OpenAI's ambitious global AI infrastructure plan: Sam Altman, OpenAI's CEO, has been pitching a multitrillion-dollar initiative to create a vast network of computer chip factories and data centers worldwide, aiming to provide the computing power needed for next-generation AI development. The plan involves collaboration with investors from the United Arab Emirates, Asian chip manufacturers, and government officials from various countries, including the United States, Europe, and Canada. OpenAI's vision is to establish a global reservoir of computing power dedicated to advancing AI technology, potentially rivaling the transformative impact of the Industrial Revolution. The scale of the proposed investment, estimated to...

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Sep 29, 2024

AI chip race heats up as Google and Meta upgrade models

AI model advancements reshape the competitive landscape: Google and Meta have unveiled significant updates to their AI models, while Google's AI-powered chip designer makes waves in the semiconductor industry. Google Gemini updates bring performance gains and cost reductions: Google has released new versions of its Gemini models, offering improved capabilities and more attractive pricing for developers. The new Gemini-1.5-Pro-002 and Gemini-1.5-Flash-002 models boast enhanced performance across various tasks, including a 7% increase in MMLU-Pro benchmark scores and a 20% improvement in math-related tasks. Google has dramatically reduced pricing for Gemini 1.5 Pro, cutting input token costs by 64% and output...

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Sep 26, 2024

Asus unveils AI-powered Copilot+ PCs with Intel’s latest chips

Intel's AI-powered PC revolution: Asus has unveiled a new lineup of Copilot+ PCs in India, featuring Intel's latest Core Ultra Series 2 processors and advanced AI capabilities. Key product launches: The new Asus Copilot+ PC lineup includes the Zenbook S 14 laptop, ASUS NUC 14 Pro AI mini-desktop, and ExpertBook P5405 business laptop, all designed to leverage on-device AI for enhanced user experiences. These devices will receive a free update to the Copilot+ PC experience when it becomes available, further expanding their AI capabilities. The integration of Intel's Core Ultra Series 2 processors provides up to 47 TOPS (Tera Operations...

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Sep 25, 2024

AI chip shortage looms, Bain study reveals industry risks

AI computing surge triggers semiconductor supply concerns: A recent report by Bain & Company warns of a potential semiconductor shortage as demand for AI computing power continues to rise, highlighting the need for strategic planning in the tech industry. Cloud providers ramp up investments: Major cloud service providers are expected to significantly increase their capital spending in the coming year, with a focus on AI-related infrastructure. Cloud giants are projected to boost capital expenditure by 36% in 2024, primarily driven by investments in AI technologies. This surge in spending underscores the growing importance of AI in the cloud computing sector...

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Sep 25, 2024

Microsoft President Urges Relaxed Chip Export Controls to Encourage AI Adoption

AI's global expansion requires new financial and governance frameworks: Microsoft's President Brad Smith emphasizes the need for innovative approaches to fully harness artificial intelligence's potential worldwide. Smith stressed the importance of leveraging both private sector resources and government funding to bring AI to the global stage. The Microsoft executive predicts that AI will impact every sector of the economy, highlighting its far-reaching implications. Microsoft's recent partnership with BlackRock and Abu Dhabi's MGX investment vehicle to back a $30 billion AI fund demonstrates the company's commitment to advancing AI globally. US export policies may need adjustment: Smith suggests that the United...

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Sep 24, 2024

Intel’s AI-Ready Lunar Lake Chips Boost Laptop Battery Life

Intel's Lunar Lake platform debuts with AI-ready Core Ultra 2 chips: The new processors, featuring onboard neural processing units (NPUs), promise enhanced AI capabilities and impressive battery life for laptops. Key features and improvements: Intel's Lunar Lake platform builds upon the previous Meteor Lake generation, offering superior power efficiency and increased capacity for AI workloads. The Core Ultra 7 258V processor, tested in an Asus Zenbook S 14, boasts 8 cores (4 Performance, 4 Efficient) and 8 threads. Onboard NPUs are designed to handle background AI tasks in Windows, potentially freeing up CPU resources for other operations. The new platform...

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Sep 24, 2024

How LLMs on the ‘Edge’ Could Solve the AI Data Center Problem

The rise of edge AI: LLMs on the edge, which enable AI systems to run natively on personal devices, are emerging as a potential solution to ease the strain on data centers caused by the increasing power demands of artificial intelligence. The shift towards edge AI could potentially reduce the need for multi-gigawatt-scale AI data center factories by lowering the cost of LLM training, reducing latency, enhancing user privacy, and improving reliability. Smartphone manufacturers are leading the way in edge AI adoption, with companies like Huawei and Samsung integrating lightweight LLMs into their devices. Intel and AMD are also working...

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Sep 23, 2024

UAE Explores $100B AI Chip Megafactories With Samsung and TSMC

Global tech giants eye Middle East for AI chip production: Samsung and TSMC, two of the world's leading semiconductor manufacturers, have reportedly engaged in discussions with the United Arab Emirates (UAE) about establishing large-scale AI chip production facilities in the country. Potential megaprojects in the works: The talks between the tech giants and UAE officials involve proposed investments of up to $100 billion, signaling the ambitious scale of these potential "megafactories" for AI chip production. Recent visits by Samsung and TSMC executives to the UAE have fueled speculation about the seriousness of these discussions. The proposed projects could significantly boost...

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Sep 20, 2024

AI HW Summit Showcases Offer a Glimpse of What’s to Come for AI Hardware

AI Hardware Landscape Evolves: The 2024 AI HW Summit in the Bay Area showcased significant advancements and fierce competition in AI hardware technology, reflecting the rapid pace of innovation in the field. Companies like Cerebras, Groq, and Samba Nova engaged in a "food fight" over claims of being the "fastest inference on the planet," presenting benchmark results for various sizes of Llama 3.1 models. The competition highlights the increasing importance of inference speed in AI applications, with companies pushing the boundaries of hardware capabilities to gain a competitive edge. Optical Interconnects Gain Traction: Optical fabric solutions are emerging as a...

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Sep 18, 2024

SiFive Unveils Powerful New AI Chip Design

RISC-V pioneer unveils new AI chip design: SiFive, a leading designer of RISC-V-based chips, has announced a new series of AI chips aimed at high-performance workloads, marking a significant advancement in the RISC-V ecosystem. The SiFive Intelligence XM Series: This new product line introduces a highly scalable AI matrix engine, designed to accelerate time-to-market for semiconductor companies developing system-on-chip solutions across various sectors. The XM Series integrates scalar, vector, and matrix engines, offering efficient memory bandwidth utilization. Each cluster in the XM Series can deliver 16 TOPS (INT8) or 8 TFLOPS (BF16) per GHz, with four X-Cores per cluster. The...

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Sep 17, 2024

Intel and Amazon Team Up to Develop Advanced AI Chips

Intel and Amazon forge multibillion-dollar AI chip partnership: The tech giants have announced a significant deal that will see Intel develop at least two AI-capable chips for Amazon Web Services (AWS), deepening their existing collaboration and potentially reshaping the AI chip landscape. Intel will design and produce two different AI-capable chips for AWS, one using its advanced 18A process node and another based on the Xeon 6 architecture built on Intel 3. The multiyear, multibillion-dollar agreement aims to bolster AWS's cloud computing capabilities and Intel's position in the AI chip market. This partnership builds on the companies' longstanding relationship and...

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