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…
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Samsung Strikes a Crucial Deal with NVIDIA For Next-Gen HBM4 AI Memory, Validating Its Process as the Industry’s Fastest With 11 Gbps Speeds
…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…
Not to be outdone by AMD, Nvidia plans to invest $150 billion in Taiwan every year
…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…
Anthropic taps SpaceX supercomputer to double Claude Code's 5-hour limit
…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…
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The Tables Are Turning for Samsung in the HBM Market, as It Has Now Overtaken Micron After Recent HBM3E & HBM4 Breakthroughs
…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…
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
…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…
Microsoft Is Building a 'CUDA Killer' to Break NVIDIA's AI Monopoly
…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…
Watch The NVIDIA GTC 2024, CEO Jensen Huang, Keynote Live Here - Next-Gen Hopper H200, Blackwell B100 AI GPUs
…and Hopper H100 chips, the company has been the king of AI. But at the same time, the market is heating up with competition hitting back on both the hardware and software…
Only A Few AI Platforms Can Survive
…of suppliers in the AI stacks of the world, a true Cambrian explosion? We are optimistic at The Next Platform , and favor competition and diversification wherever and whenever it is possible. But…
The Present and Future of AI Semiconductor - SK hynix Newsroom
…But that requires obtaining huge amounts of data on workload mix collected in the process of cloud service operators managing their services to develop competitive and efficient AI chips. Therefore, AI chip…