Partnerships and government contracts fuel optimism At the GTC conference on Tuesday, Nvidia’s CEO went out of his way to repeatedly praise Donald Trump and his policies for accelerating domestic tech investment while warning that excluding China from Nvidia’s ecosystem could limit US access to half the world’s AI developers. The overall event stressed Nvidia’s… Read More »
As part of the arrangement, AMD will allow OpenAI to purchase up to 160 million AMD shares at 1 cent each throughout the chips deal. OpenAI diversifies its chip supply With demand for AI compute growing rapidly, companies like OpenAI have been looking for secondary supply lines and sources of additional computing capacity, and the… Read More »
Nvidia is recommending a mitigation for customers of one of its GPU product lines that will degrade performance by up to 10 percent in a bid to protect users from exploits that could let hackers sabotage work projects and possibly cause other compromises. The move comes in response to an attack a team of academic… Read More »
The changing face of chip export controls The Biden-era chip restriction framework, which we covered in January, established a three-tiered system for regulating AI chip exports. The first tier included 17 countries, plus Taiwan, that could receive unlimited advanced chips. A second tier of roughly 120 countries faced caps on the number of chips they… Read More »
Nvidia announced plans today to manufacture AI chips and build complete supercomputers on US soil for the first time, commissioning over one million square feet of manufacturing space across Arizona and Texas. The politically timed move comes amid rising US-China tensions and the Trump administration’s push for domestic manufacturing. Nvidia’s announcement comes less than two… Read More »
During Tuesday’s Nvidia GTX keynote, CEO Jensen Huang unveiled two “personal AI supercomputers” called DGX Spark and DGX Station, both powered by the Grace Blackwell platform. In a way, they are a new type of AI PC architecture specifically built for running neural networks, and five major PC manufacturers will build the supercomputers. These desktop… Read More »
On Tuesday at Nvidia’s GTC 2025 conference in San Jose, California, CEO Jensen Huang revealed several new AI-accelerating GPUs the company plans to release over the coming months and years. He also revealed more specifications about previously announced chips. The centerpiece announcement was Vera Rubin, first teased at Computex 2024 and now scheduled for release… Read More »
A large investment The path to creating a custom AI chip requires substantial resources. Industry experts told Reuters that designing a single version of such a processor could cost as much as $500 million, with additional expenses for developing supporting software and hardware potentially doubling that amount. The current OpenAI chip project, led by former… Read More »
On Monday, the US government announced a new round of regulations on global AI chip exports, dividing the world into roughly three tiers of access. The rules create quotas for about 120 countries and allow unrestricted access for 18 close US allies while maintaining existing bans on China, Russia, Iran, and North Korea. AI-accelerating GPU… Read More »
On Thursday, AMD announced its new MI325X AI accelerator chip, which is set to roll out to data center customers in the fourth quarter of this year. At an event hosted in San Francisco, the company claimed the new chip offers “industry-leading” performance compared to Nvidia’s current H200 GPUs, which are widely used in data… Read More »