UALink delivers 2.0 spec before v. 1.0 silicon ships
…Bowman admits that versions 1.0 and 2.0 won't be full competitors to Nvidia, and that only by version 3.0 – due about this time next year – will UALink achieve…
Before I explore where this all could go, let me run down what we know so far. First and foremost, while we don’t know for sure if we’ll see an N1 chip at Computex, we do know they exist – Nvidia CEO Jensen Huang already confirmed the company has been working on something called the N1 chip for some time. We first got wind of it back in 2024 with reports that MediaTek was considering partnering with Nvidia to make Arm-based chips. At CES the following year Nvidia revealed a new AI-focused DGX Spark mini PC powered by its new GB10 Superchip (basically an Nvidia GPU sandwiched together with a 2
Nvidia’s N1X could be the jolt Windows laptops need — with one big catch…Bowman admits that versions 1.0 and 2.0 won't be full competitors to Nvidia, and that only by version 3.0 – due about this time next year – will UALink achieve…
…We know that the Rubin AI lineup is expected to be a massive release for NVIDIA, and judging by the competition the firm faces with AMD's Instinct MI450 series , securing high…
…s AI hardware market is concerned, Nvidia has " now dropped to zero ." This is largely due to tense trade relations between China and the US, with the export of AI chips to…
…The chipmaker is leveraging an existing SKU and offering it globally at a competitive price point. It's not a bad move if you look at it from that perspective. Stay tuned…
…DLSS 4 sees NVIDIA replace the convoluted neural network (CNN) based AI models driving the upscaling, ray-reconstruction, and frame-generation features with newer transformer based models that are more accurate and…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…AI compute networks in the world, signaling that the next phase of AI competition may be won less by model quality alone and more by whoever can secure the most power, chips…
…While Nvidia’s chips and systems are better on most fronts, Trainium2 fits perfectly into Anthropic’s roadmap. They’re the most aggressive AI Lab on scaling post-training techniques like Reinforcement…
…Web and analytics infrastructure and for AI systems, too, as well as increasing competition from Astera Labs for PCI-Express switching and from Marvell on a whole slew of peripheral chippery. Here…
…Chips From AMD & Intel NVIDIA recently announced that its Vera CPUs were in full production, hand-delivering the first CPU racks to major AI firms such as OpenAI, SpaceX, Anthropic, and Oracle…