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Nvidia to make Arm-based PC chips in major new challenge to Intel

Economic Times

Economic Times · 1y ago

Nvidia to make Arm-based PC chips in major new challenge to Intel

NVIDIA is planning to produce ARM-based chips for PCs, posing a major challenge to Intel. This move comes as NVIDIA looks to expand its influence in the computer chip market and capitalize on the growing demand for ARM architecture. By creating its own ARM-based chips, NVIDIA aims to compete directly with Intel and potentially disrupt the long-standing dominance of x86 architecture in the PC industry.

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MediaTek designs Arm-based chip for Microsoft's AI laptops

Economic Times

Economic Times · 1y ago

MediaTek designs Arm-based chip for Microsoft's AI laptops

Chip design giant MediaTek is working on an Arm-based computer chip that will run Microsoft's Windows operating system. This move directly challenges Apple's Arm-based chips for Mac computers and could pose a threat to Intel's dominance in the PC market. The MediaTek chip, based on Arm's ready-made designs, is expected to launch late next year after Qualcomm's exclusive deal expires. It's unclear if Microsoft has approved the chip for its Copilot+ Windows program. Nvidia and AMD are also reportedly working on Arm designs for Windows machines, with Nvidia collaborating with MediaTek on its PC chip.

Is this the end of ‘Intel Inside’?

Livemint

Livemint · 1y ago

Is this the end of ‘Intel Inside’?

Intel is facing a critical battle for market share as multiple companies like Apple, Microsoft, and Qualcomm shift away from its chips. With Apple having already moved away entirely from Intel's chips, Microsoft is accelerating efforts to make Windows run on ARM-based processors. Google's Chrome OS is also posing a threat to Microsoft. These shifts could result in the loss of Intel's market dominance and the "Intel Inside" sticker on PCs. However, Intel is determined to stay competitive, with plans for new chip generations and advancements in manufacturing technology.

Rivos raises $250 million to develop RISC-V AI chips

Economic Times

Economic Times · 1y ago

Rivos raises $250 million to develop RISC-V AI chips

Rivos, a chip startup, has raised $250 million in funding to manufacture its first server chip for AI. It aims to compete against Nvidia, which dominates the AI computing market. Rivos plans to design chips based on the RISC-V architecture, an open-source alternative to Arm, Intel, and AMD architectures. This strategy eliminates the need for licensing fees. The company is developing a server chip optimized for language models and data analytics, with a focus on software-first approach. Major investors in Rivos include Matrix Capital Management, Intel, MediaTek, and Dell Technologies.

Microsoft to unveil AI devices and features ahead of developer conference

Economic Times

Economic Times · 1y ago

Microsoft to unveil AI devices and features ahead of developer conference

Microsoft is expected to unveil new hardware and software for consumer devices at an event on its Redmond campus. The event will feature a new version of the Surface Pro tablet and Surface Laptop which will be powered by Qualcomm chips based on Arm Holdings' architecture. The Qualcomm chips will include a neural processing unit to accelerate AI applications. Microsoft aims to stay ahead in the AI tools market and has partnered with OpenAI. This comes as the PC industry faces competition from Apple's custom chips based on Arm designs. Qualcomm has been leading the effort to bring Windows to Arm chips since 2016.

Google just unveiled a new weapon against Microsoft and Amazon in the AI arms race

Business Insider

Business Insider · 1y ago

Google just unveiled a new weapon against Microsoft and Amazon in the AI arms race

Google has announced its partnership with Arm to develop its own CPU called Axion, joining competitors like Amazon and Microsoft who have already created custom Arm-based processors. The move is part of Google's efforts to enhance its computing resources, with Axion set to improve performance for general-purpose workloads such as open-source databases, web servers, and AI training. The company claims Axion will deliver 30% better performance than existing Arm-based chips in the cloud and improve energy efficiency by 60%. Google's decision to create its own AI chips may create competition with partners like Nvidia and Intel while potentially cutting costs.

Google unveils Arm-based data center processor, new AI chip

Economic Times

Economic Times · 1y ago

Google unveils Arm-based data center processor, new AI chip

Google announced a new version of its data center artificial intelligence chips, as well as an Arm-based central processor. The tensor processing units (TPUs) are seen as a viable alternative to Nvidia's advanced AI chips and can be accessed through Google's Cloud Platform. The new Arm-based CPU, named Axion, offers superior performance to x86 chips and general-purpose Arm chips in the cloud. Google aims to make it easy for customers to bring their existing workloads to Arm without the need for re-architecting or re-writing their apps. The TPU v5p chip, which offers twice the performance of the previous generation, is now available on Google Cloud.

Google expands in-house chip efforts in costly AI battle

Livemint

Livemint · 1y ago

Google expands in-house chip efforts in costly AI battle

Google is expanding its in-house chip development with the introduction of a new chip called Axion. The move is part of Google's strategy to reduce reliance on external vendors and compete with partners such as Intel and Nvidia. The Axion chips, based on circuitry from chip-design firm Arm, can be used for a range of tasks, including powering Google's search engine and AI-related work. Google has chosen to rent its custom chips to cloud customers instead of selling them directly. The company's investment in Axion could pay off with significant performance improvements, but it faces tough competition from other cloud providers.

Microsoft debuts 'Copilot+' PCs with AI features

Economic Times

Economic Times · 1y ago

Microsoft debuts 'Copilot+' PCs with AI features

Microsoft has unveiled a new category of personal computers that feature artificial intelligence (AI) capabilities. These new "Copilot+" PCs can handle AI tasks without relying on cloud data centers and come with a feature called "Recall" which tracks user activity. Microsoft aims to sell 50 million AI PCs within a year. The company also introduced new Surface Pro tablets and laptops with Qualcomm chips and showcased technology that allows software written for Intel and AMD chips to run on Arm-based chips. Apple, too, has revealed plans for AI-focused chips in future laptops.

TSMC to invest up to $100 million in Arm Holdings' IPO

Economic Times

Economic Times · 1y ago

TSMC to invest up to $100 million in Arm Holdings' IPO

TSMC, the world's largest contract chipmaker, plans to invest up to $100 million in Arm Holdings Plc's IPO. Arm Holdings, owned by SoftBank Group, is aiming to raise up to $4.87 billion in its US IPO. TSMC joins other major clients, including Apple, Nvidia, Alphabet, AMD, Intel, and Samsung Electronics, as cornerstone investors in Arm's IPO. TSMC's Chairman Mark Liu emphasized the importance of Arm to their ecosystem and customers. Additionally, TSMC agreed to purchase a 10% equity interest in IMS Nanofabrication Global, LLC from Intel for up to $432.8 million.

Nvidia’s role in the AI wave has made it a $2 trillion company

The Verge

The Verge · 1y ago

Nvidia’s role in the AI wave has made it a $2 trillion company

Nvidia has become the first chipmaker to reach a market capitalization of $2 trillion, following strong growth in the AI chip market. The California-based company reported record revenue of $60.9 billion in 2023, a 126% increase from the previous year. Nvidia's rapid ascent has left other tech giants like Amazon and Alphabet behind. While companies like Microsoft and Intel are working on their own AI chips, matching Nvidia's performance and production capabilities remains a challenge. This milestone places Nvidia in an elite group alongside Apple and Microsoft, who have also surpassed the $2 trillion valuation mark.

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