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

    Google on Tuesday revealed the details of a new version of its data center artificial intelligence chips and announced an Arm-based based central processor.Why it's important Google's tensor processing units (TPUs) are one of the few viable alternatives to the advanced AI chips made by Nvidia, though developers can only access them through Google's Cloud Platform and not buy them directly. Google plans to offer the Arm-based central processing unit (CPU) called Axion via Google Cloud. The...

  • Intel targets Nvidia with AI chip

    Intel unveiled its latest chip aimed at challenging Nvidia’s dominant market position for semiconductors which train and deploy large AI models.

  • AI data centers could soon become a scourge for the energy industry

    Arm CEO Rene Haas has highlighted the unsustainable energy demand of AI technology, warning of potential severe consequences if significant breakthroughs are not achieved soon. Speaking before the announcement of a $110 million funding program for AI research at universities in the US and Japan, Haas emphasized the urgent needRead Entire Article

  • Intel To Take On Nvidia With New AI Chip 'Gaudi 3'

    The new AI chip Gaudi 3 is a fusion of two main processor chips, making it faster than the earlier versions of Gaudi.

    • CNBC

    Intel unveils latest AI chip as Nvidia competition heats up

    Intel is looking to take market share from current leader Nvidia, which has

  • AI Demand For Data Centers Is "Absurd" As The Next Trade Unfolds

    AI Demand For Data Centers Is "Absurd" As The Next Trade Unfolds We presented the trade idea that a surge in artificial intelligence demand is sparking the need for significant upgrades to the nation's decades-old power grid as new data warehouses come online. Several of the nation's power grids face increasing power brownout/blackout risks during high-demand periods. This overview we provided premium subscribers was published in a Wednesday note titled "The Next AI Trade." ...

  • Google Cloud rolls out self-designed Arm chips in its data centers

    Google Axion-based VMs will be out in preview in the coming months.

  • Google is building its own AI chips—and it’s a warning shot at Nvidia and Intel

    Google announced a proprietary chip Tuesday that could help the company cut back its reliance on heavyweight chipmakers and gain a foothold in the increasingly competitive AI race. The new chip, dubbed Axion, will help handle the massive amount of data used by AI applications, Google said in a Tuesday statement. It’s designed to be

  • Intel takes on Nvidia and AMD with new AI chip Gaudi 3

    Intel Corp. is making a renewed push into the artificial intelligence chip market with the release of its Gaudi 3 processor. The company aims to take on Nvidia Corp, the current leader in this rapidly growing segment of the semiconductor industry.Gaudi 3, set for wider availability in the third quarter of 2024, focuses on enhancing performance in two crucial areas: Training AI systems and running the resulting software. Training AI involves feeding massive amounts of data to the system, and...

  • Intel reveals details of new AI chip to fight Nvidia dominance

    Intel detailed a new version of its artificial intelligence chip at its Vision event on Tuesday that takes aim at Nvidia's dominance in semiconductors that power AI.Why is it important Tech companies are hunting for an alternative source of the scarce chips that are needed for AI. Intel said that its new Gaudi 3 chip was capable of training a specific large language models 50% more quickly than Nvidia's prior generation H100 processor. It is also capable for computing generative AI responses, a...

  • Intel reveals details of new AI chip to fight Nvidia dominance

    Intel detailed a new version of its artificial intelligence chip at its Vision event on Tuesday that takes aim at Nvidia's dominance in semiconductors that power AI. Tech companies are hunting for an alternative source of the scarce chips that are needed for AI. Intel said that its new Gaudi 3 chip was capable of training a specific large language models 50% more quickly than Nvidia's prior generation H100 processor.

  • Intel and Altera unveil AI-optimized edge processors and FPGA chips

    Intel and Altera annonced new AI-optimized processors and field programmable gate arrays (FPGAs) for edge computing.