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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.

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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.

Arm hires Amazon AI exec to boost plans to build its own chips - The Economic Times

Economic Times

Economic Times · 10d ago

Arm hires Amazon AI exec to boost plans to build its own chips - The Economic Times

Arm Holdings has hired Amazon AI chip director Rami Sinno to lead its venture into developing complete chips. Previously, Arm focused solely on chip designs, but now it aims to build full systems and chiplets. This strategic shift involves hiring experienced industry professionals to expand Arm’s capabilities beyond just intellectual property, thereby increasing its market influence. Sinno's role at Amazon involved creating AI chips like Trainium and Inferentia, setting a strong foundation for Arm's new direction.

Chip-company boss says the idea of humans losing control of AI keeps him up at night

Business Insider

Business Insider · 1y ago

Chip-company boss says the idea of humans losing control of AI keeps him up at night

Rene Haas, CEO of chip designer Arm, expressed concerns about humans losing control over AI. He emphasized that AI should have an override and a way to be shut down. Haas believes that AI will become integrated into every aspect of our lives in the next five to ten years. Arm designs chips for various devices, including smartphones and semiconductors. Softbank previously attempted to sell Arm to Nvidia, but the deal was canceled, and Arm went public with a valuation of $54.5 billion.

Arm says it’s losing $50M a year in revenue from Qualcomm’s Snapdragon X Elite SoCs

Arstechnica

Arstechnica · 8m ago

Arm says it’s losing $50M a year in revenue from Qualcomm’s Snapdragon X Elite SoCs

Arm and Qualcomm are currently engaged in a legal dispute over Qualcomm's acquisition of chip design firm Nuvia, which Arm claims violates its licensing agreements. This week, executives from both companies testified in court, with Arm CEO Rene Haas stating that the Nuvia acquisition is costing Arm approximately $50 million per year. Qualcomm argues that Arm is attempting to hinder its entry into the PC market, while minimizing Arm's contributions to its chip designs. A jury verdict is expected soon, which could halt sales of Snapdragon chips with Nuvia technology. Arm also canceled Qualcomm's architecture license, potentially banning it from selling Arm-based chips. The disputed revenue of $50 million seems relatively minor considering the companies' overall revenues.

Open-Source chip design takes hold in silicon valley

Livemint

Livemint · 1y ago

Open-Source chip design takes hold in silicon valley

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.

Arm plans to launch AI chips in 2025: report

Economic Times

Economic Times · 1y ago

Arm plans to launch AI chips in 2025: report

Arm Holdings, a subsidiary of SoftBank Group, is planning to develop its own artificial intelligence (AI) chips. The UK-based company aims to launch its first AI chip products by 2025. Arm will establish an AI chip division and work towards building a prototype by spring 2025, with mass production handled by contract manufacturers starting in autumn 2025. SoftBank and Arm will contribute to the development costs, which could amount to hundreds of billions of yen. The possibility of spinning off the AI chip business and placing it under SoftBank is being considered.

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.

SoftBank CEO Masayoshi Son talks up artificial super intelligence ambitions

Economic Times

Economic Times · 1y ago

SoftBank CEO Masayoshi Son talks up artificial super intelligence ambitions

SoftBank Group CEO Masayoshi Son has expressed his ambition to realize artificial superintelligence, which he believes will surpass human capabilities by a factor of 10,000. Speaking at the company's annual general meeting, Son stated that SoftBank's mission is to contribute to humanity's progress through advancements in AI. He believes that artificial superintelligence could be achieved within the next decade. Son's aspirations for AI technology revolve around Arm Holdings, a subsidiary of SoftBank Group known for its chip designs used in AI-powered data centers.

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.

PC makers bet on AI to rekindle sales

Economic Times

Economic Times · 1y ago

PC makers bet on AI to rekindle sales

PC and microchip companies such as AMD and Intel are turning to neural processing units (NPUs) to boost sales of higher-end laptops. These NPUs provide AI capabilities and can outperform traditional processors for AI tasks with lower power consumption. Although there are currently limited applications that make full use of these capabilities, chipmakers believe more are on the way. PC vendors like Dell and Lenovo showcased their latest laptops with AI demos at CES, including features like a dedicated AI key and Microsoft's generative AI software. These advanced AI chips are initially being offered in more expensive laptops.

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