37 posts
The Hot Take: We all desperately need this to not be vapor-ware!
A relatively unknown U. S. -based startup, Bolt Graphics, has announced that it has successfully taped out the first test chip of its Zeus GPU architecture. The company positions Zeus as a disruptive compute accelerator, previously claiming performance up to 150% higher than an NVIDIA GeForce RTX 5090 while consumi ...
Read the full articleThe Hot Take: Intel needs this licensing support as other law suits are back in court with patent trolls....
Elon Musk reveals details about TeraFab: Intel provides technology, Tesla builds pilot line, SpaceX constructs high-volume fab.
Read the full articleThe Hot Take: Getting cozier with your previous manufacturing division in a previous life.
AMD will be leveraging GlobalFoundries for the development of its MRM Co-packaged Optic solution for the next-gen Instinct MI500 AI accelerators. GlobalFoundries & AMD Working Together on Co-Packaged Optics Hardware For Instinct MI500 Accelerators CPO or Co-Packaged Optics (Silicon Photonics) is the next-generation solution that reduces reliance on copper and harnesses light to transfer signals. These CPOs are packaged alongside hardware accelerators such as GPUs and will be a key solution for next-gen AI factories, offering improved interconnect latency and creating high-bandwidth connections between CPU and GPU. Both AMD and NVIDIA will be leveraging these technologies for their next-gen AI […]Read full article at https://wccftech.com/amd-taps-globalfoundries-for-mi500-co-packaged-optics/
Read the full articleThe Hot Take: Seems it was only time with these chips.
AMD's 3D V-Cache CPUs deliver a huge boost versus the Non-X3D part in AI benchmarks, showcasing why they are best suited for RAG pipelines. AMD 3D V-Cache Vs Non 3D V-Cache CPU Benchmarks in AI Showcase a Massive Uplift For RAG Pipelines We know that there are two ways to do AI: the first is LLM, which is currently the most popular model. LLMs are AI models that have been pre-trained on a large set of data and feature various parameter sizes. But LLMs' limitations can be seen when it needs to generate responses on data it wasn't trained on. […]Read full article at https://wccftech.com/amd-3d-v-cache-turns-ryzen-into-surprise-rag-ai-weapon-88-percent-boost-vs-non-x3d/
Read the full articleThe Hot Take: Interesting shift in markets....
If you know the name Allbirds, it's probably for the company's longstanding stated commitment to "sustainable shoes and apparel." Going forward, though, the corporate entity wants to be known for its "long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider." In a news release Wednesday morning, Allbirds announced that it has secured a $50 million convertible finance facility to help power this unexpected "pivot ... to AI compute infrastructure." If all goes to plan, the company will soon be known as NewBird AI, by which point it will presumably change the image of a spandex-clad hiker that still sits atop its News Release page. Just weeks ago, Allbirds announced the $39 million sale of the "Allbirds brand and footwear assets" to American Exchange Group, owner of Aerosoles, Ecko Unlimited, and other fashion brands. Today's AI pivot announcement certainly casts that sale in a new light. But Allbirds also announced a new line of colorful Canvas Cruiser shoes just last week, so it's unclear how much long-term planning went into this new AI-related direction.Read full article Comments
Read the full articleThe Hot Take: Interesting if it pans out but not sure we're there yet. They can barely program those quantum CPUs as it is....
NVIDIA has introduced Ising, its newest OpenAI models designed to make Quantum Computers useful and faster with brand new capabilities. NVIDIA Ising AI Models For Quantum Computers Bring Up To 3x Performance Boost Quantum Computing has been cited as the next frontier of computing for decades. Several companies have been trying to perfect quantum computing for years now, and only now have a few started to break the code. NVIDIA already offers an open-source development platform for quantum computing called CUDA-Q. The platform is "qubit-agnostic" and works seamlessly with QPUs and Qubit Modalities. Today, NVIDIA is announcing its first family […]Read full article at https://wccftech.com/nvidia-made-quantum-computing-practical-with-ising-worlds-first-open-ai-models/
Read the full articleThe Hot Take: Is this the beginning or Ai push back across the market that might include hardware soon?
Microsoft has started stripping Copilot branding out of Notepad in Windows 11, replacing the old Copilot menu with a more generic "writing tools" label. The AI features themselves aren't going away, but Microsoft seems to be backing off the heavy-handed Copilot branding and extra entry points. Windows Central reports: As promised, Microsoft is now beginning its effort to reduce and remove Copilot branding across Windows 11, with the latest Notepad update for Insiders outright removing the Copilot icon and phrasing. Now, the AI menu is simply called "writing tools," and maintains the same functionality as before. Additionally, Microsoft has also removed references to AI in the Settings area in Notepad. Now, the ability to turn on or off these AI powered writing tools are now listed under "Advanced features." This change is present in the latest preview build of Notepad which is now rolling out to all Windows Insiders. The app version is 11.2512.28.0, and you'll know you have it if you see the Copilot icon replaced with a pen icon instead. [...] For Notepad, it appears Microsoft has opted to replace the Copilot menu with something more generic. It's still the same functionally, but it's no longer leaning on the tainted Copilot brand. Of course, you can still easily turn off all AI features in Notepad if you don't want them. The Verge reports that the "unnecessary Copilot buttons" are also disappearing from the Snipping Tool, Photos, and Widgets. Read more of this story at Slashdot.
Read the full articleThe Hot Take: Apple can't compete so it's going the ASICs route from the looks of it.
Apple generally tries to keep its cards hidden, preferring a grand unveiling, replete with mega-flourishes, to a gradual trickle of information and unvarnished product launches. However, when you have a supply chain as expansive as Apple's, leaks abound nonetheless. And today, we've received a juicy tidbit regarding the tech giant's intentions for its upcoming ASIC, dubbed Baltra. Apple intends to move the production of its upcoming AI ASIC in-house According to a South Korean publication, Samsung Electro-Mechanics (SEMCO) - a company that specializes in core electronic components, multilayer ceramic capacitors, and chip substrates - has provided samples of its glass […]Read full article at https://wccftech.com/apple-shows-its-cards-plans-to-move-the-production-of-its-upcoming-baltra-asic-in-house/
Read the full articleThe Hot Take: Intel & Samsung need to catch up to bring prices down.
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions.
Read the full articleThe Hot Take: Stop making claims, we'll see the actual here soon enough.
As hyperscalers seek efficiency and control from custom CPUs they build in house, they adopt Arm and 90% of servers running custom silicon will use the Arm ISA in 2029.
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