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If you can’t bring the AI chips to you...
The Verge
·
1m ago
Medial
In response to a U.S. ban on selling AI training chips to China, Chinese engineers are reportedly transporting terabytes of data in suitcases of hard drives to Malaysia. This method aims to circumvent the restrictions, allowing them to develop an AI model outside China. The move highlights efforts by Chinese companies to continue their AI advancements despite international trade limitations.
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Microsoft to unveil AI devices and features ahead of developer conference
Economic Times
·
1y ago
Medial
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.
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Intel sees AI opportunity for standalone programmable chip unit
Economic Times
·
1y ago
Medial
Intel's programmable chip unit, now known as Altera, sees a significant opportunity in the field of artificial intelligence (AI). The company believes its programmable chips fill a niche market between custom processors designed by cloud computing companies and general-purpose AI chips made by Nvidia. With the hardware requirements for AI still evolving, Altera aims to stay at the forefront of innovation by providing flexible and adaptable solutions. The market for programmable chips is estimated to be around $8-$10 billion by 2023, but Altera believes the potential is even larger. While Intel Foundry currently manufactures Altera's Agilex line of chips, it remains uncertain if the forthcoming Agilex 3 chips will be produced in-house.
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Google unveils Arm-based data center processor, new AI chip
Economic Times
·
1y ago
Medial
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.
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Google discussed dropping Broadcom as AI chips supplier: report
Economic Times
·
1y ago
Medial
Google is reportedly considering dropping Broadcom as a supplier of artificial intelligence (AI) chips by 2027. If this happens, Google will develop the chips in-house. The decision to part ways with Broadcom was driven by a pricing dispute between the two companies. Google has been investing in generative AI and is looking to catch up with Microsoft-supported OpenAI. Additionally, Google has been working to replace Broadcom with chipmaker Marvell Technology.
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Meta tests in-house AI chip with TSMC to cut Nvidia reliance
Inshorts
·
4m ago
Medial
Meta is testing its first in-house AI training chip with TSMC to reduce reliance on Nvidia. The chip is a dedicated AI accelerator designed for better efficiency. If successful, Meta plans to scale it for recommendation systems and later for generative AI tools like Meta AI. This comes after a previous failed attempt at custom chips.
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US risks losing $175 billion in global AI funds to China: OpenAI
Inshorts
·
6m ago
Medial
ChatGPT maker OpenAI said the US needs outside investment and supportive regulation to win the AI race. "There's an estimated $175 billion sitting in global funds awaiting investment in AI projects, and if the US doesn't attract those funds, they'll flow to China-backed projects," it said. "Chips, data, energy and talent are the keys to winning on AI," it added.
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Apple scurries onto the AI stage with too little, too late
Gizmodo
·
1y ago
Medial
Apple has quietly launched MLX, an open-source machine learning framework designed to run on Apple's chips. Although it may bring generative AI apps to Apple products in the future, it seems Apple has fallen behind in the AI space, with Google and OpenAI already battling it out with their advanced AI products. However, Apple's CEO Tim Cook has developed an internal chatbot service called "AppleGPT," and the company's Head of AI, John Giannandrea, aims to power Siri with generative AI. Apple's push into AI comes late compared to rivals like Google and Microsoft.
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US chip curbs give Huawei a chance to fill the Nvidia void in China
Economic Times
·
1y ago
Medial
The U.S. measures to limit the export of advanced AI chips to China may create an opportunity for Huawei to expand in its home market as Nvidia retreats. Huawei has been developing its own chips comparable to Nvidia's, but still lags behind in performance and ecosystem. However, if Huawei can replicate Nvidia's ecosystem and overcome intellectual property rights challenges, it could grab Nvidia's market share in China. This aligns with Huawei's goal of becoming a key provider of computing power for AI and promoting self-sufficiency in China.
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Open-Source chip design takes hold in silicon valley
Livemint
·
1y ago
Medial
RISC-V, an open-source chip instruction set developed in 2010, is gaining popularity among technology companies seeking customized and cost-effective chips for AI and mobile devices. RISC-V allows for greater customization compared to proprietary designs like Arm, enabling companies to design specialized chips at lower costs. Tech heavyweights like Google and Qualcomm are exploring RISC-V for their mobile devices and AI computing. RISC-V's rise threatens Arm's dominance in the market, particularly if it gains traction in China, where companies aim to reduce dependence on Western chip technology.
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The Chinese chipmaker at the heart of the US-China tech war
Economic Times
·
10m ago
Medial
China's chipmaker, Semiconductor Manufacturing International Corp. (SMIC), is testing the limits of U.S. authority in its quest to manufacture advanced chips. SMIC is the sole maker of advanced chips in China and is developing chips that can power advancements in AI and 5G networks. The U.S. has been fighting to keep this technology out of Chinese hands, fearing it could give China a military advantage. While SMIC still lags behind competitors like Taiwan Semiconductor Manufacturing Co., experts believe that if SMIC can continue to advance its chip technology, it could potentially challenge U.S. dominance in the sector.
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