… When supply tightens, those platforms are often the first to be pushed into constrained ordering terms , and NCNR status is usually the earliest visible signal. …
… Speaking on the appointment, which officially kicks off this month, Katouzian expressed excitement about joining Intel at what he described as a pivotal moment for AI-driven transformation across computing platforms. “Intel is creating the foundation for AI-driven transformation, from leading in AI… …
… So, like I said, I'm assuming that their introducing their platforms in market today is tailwinds for what the ecosystem will see as a strong showcase of non-x86 architecture. …
… Nvidia’s new Windows on Arm platform is claimed to be more powerful and capable than any other on the market featuring 20 Arm CPU cores, a Blackwell GPU with 6144 CUDA cores, 128GB of unified LPDDR5X RAM, and up to 300 GB/s of memory bandwidth. …
… Completing it on Ascend silicon is a genuine result for the platform, but it doesn’t demonstrate that the chips can pre-train a frontier model from scratch, which is the heavier and costlier job. …
… AMD hasn’t confirmed when EXPO ULL will launch, outside of the fact that it’s “coming soon” and will be available from several memory partners, including G.Skill, Kingston, V-Color, Teamgroup, Lexar, and XPG. …
… As Business Insider reports , Airbnb's CEO proudly told investors that 60% of the company's code was now AI-generated. Chime claimed it was shipping 84% AI code earlier this year, and even Google is claiming 50% of its code is AI-generated though crucially, always checked by a human engineer . …
… SK hynix holds about 57% of the HBM market and 32% of global DRAM, and Chey has said he wants the company to become a major HBM supplier for Nvidia's Vera Rubin platform and is seeking more manufacturing partnerships in Taiwan beyond TSMC. But buyers aren’t waiting on new fabs for relief. …
… At least from the memory perspective, which continues to be an important specification for AI workloads, AMD has the edge. But, as we’re all well aware, there’s far more that goes into a platform especially a consumer platform that costs several thousand dollars than memory alone. …
… From a design standpoint, maximizing memory capacity while maintaining adequate bandwidth will help keep more AI data close to the GPU and require less data movement, potentially making Crescent Island a more efficient inference engine compared to GPUs built with lower-capacity GDDR devices. …