Google will continue to purchase TPU chips from Broadcom
Google will continue to purchase so-called Tensor Processing Units (TPUs) for running AI models from Broadcom at least for now. The tech giant confirmed this after rumors indicated that Google would like to reduce its purchase of these particular processors.
According to The Information, Google ... Read more
Softbank aiming for the moon with Arm IPO in tumultuous market
Japan's Softbank acquired Arm in 2016 for $32 billion (€28.9 billion at the time). After being forced to call off a sale to Nvidia, it now opts to list the British chip designer on the Nasdaq. With the IPO set to take place Wednesday, it seems Softbank's adjusted expectations are also still too h... Read more
TSMC: Nvidia chips delayed by packaging shortages
Issues around chip packaging continue to cause problems for AI chip supply. This is what TSMC chief Mark Liu has claimed in a recent interview with Nikkei Asia. As a result, TSMC is now having problems supplying Nvidia A100 and H100 AI processors, for example.
The supply of AI processors will re... Read more
Gartner: Revenue from AI chips climbs to 49B euros
Dedicated processors for AI solutions and applications are increasingly in demand, Gartner market researchers have found. Worldwide sales from these types of processors are growing to 49 billion euros ($53 billion) this year.
In their analysis, Gartner's market experts note that the demand for s... Read more
Supermicro turns potential into growth as major hardware vendor
Supermicro is fast becoming a formidable competitor to other major hardware vendors. Changing supply chain needs, a focus on AI systems and increased manufacturing capacity are key contributors to this development.
Supermicro has seen a significant increase in sales in recent years. When sales t... Read more
Will IBM’s analog chip take the AI world by storm?
A team at IBM Research has developed a mixed-signal analog chip suitable for AI workloads. The project is still in the research phase, but it is looking promising. While generative AI currently eats up huge hardware requirements and power consumption, an alternative seems to be emerging - but nobod... Read more
Microsoft introduces new managed VMs for AI applications
Microsoft has introduced the ND H100 v5 Virtual Machine series, giving enterprises an enhanced infrastructure for training and running generative AI models in Azure. Companies that sign up for the waiting list can expect the VMs starting next year.
The ND H100 v5 Virtual Machine instances, now ... Read more
AMD may take advantage of Nvidia shortfalls with AI hardware
AMD plans to release its MI300 chip this calendar year, which should provide competition against Nvidia's H100 GPU. Because of the huge demand for AI hardware, AMD could well start raking it in from the new chips, even if the performance would not be comparable to Nvidia.
Jenny Hardy, portfolio ... Read more
Intel AI hardware is an increasingly viable Nvidia alternative
From AI benchmarks by machine learning consortium MLCommons, Nvidia hardware stands head and shoulders above the competition. However, Intel sees itself as a formidable opponent with better value for money thanks to its Gaudi2 architecture. In addition, it is uncertain whether Nvidia can meet the d... Read more
Do data centers need an overhaul? Nvidia says they do
Data centers are only becoming more important. The rise of the digital medium in enterprise means that organizations are becoming increasingly reliant on external hardware to function. Now the AI hype provides a motive to invest heavily in data center infrastructure renewal. Nvidia CEO Jensen Huang... Read more