The 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…
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The 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.…
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The 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…
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The 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…
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The 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…
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The 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…
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The 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.
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The 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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The Hot Take: Google, Nvidia and not Intel all the suddenly make this amazing new tech at around the same time? Not buying it.
Intel is advancing texture compression techniques with its newly introduced Texture Set Neural Compression (TSNC) technology, a neural network-based approach designed to significantly reduce the size of texture assets used in modern graphics workloads.
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The Hot Take: Interesting.
Nvidia has just demoed its Neural Texture Compression technique again at a GTC talk, where it showed VRAM usage dropping from 6.5 GB to just 970 MB in a scene. NTC uses a neural network to decompress textures instead of standard block-based compression, reducing texture size and VRAM usage while also improving final image quality.
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