NVIDIA Releases H200: AI Chip Performance Soars by 90%, Llama 2 Inference Speed Doubles

Arm Abandons Alphawave Acquisition, Shifts Strategy to Capture AI Chip Market Share

Japan's Rapidus Begins Test Production of AI Chips

Japan's state-backed Rapidus Corp. has begun adjusting its chipmaking equipment and is expected to start test production of advanced semiconductors by the end of this month. This is a crucial step for Rapidus as it pushes to enter the artificial intelligence (AI) components market. The two-year-old startup aims for mass production of 2nm semiconductors by 2027, aiming to rival Taiwan Semiconductor Manufacturing Company (TSMC), a leading semiconductor manufacturer. Image Caption: Image

Lightmatter's Photonics Technology Boosts AI Chip Data Transfer Speeds

Faster data transfer speeds are crucial for advancements in AI. Lightmatter, a Mountain View-based startup valued at $4.4 billion, has announced two new technologies to accelerate connections between AI chips. Having raised $850 million in venture capital, Lightmatter is part of the burgeoning silicon photonics trend in Silicon Valley. Their innovation lies in using optical fiber to transmit data via light signals instead of traditional electrical signals.

Nvidia Poised to Acquire Lepton AI, Entering Server Leasing Market

Reports suggest that Nvidia, the global semiconductor giant, is nearing a deal to acquire the startup Lepton AI for potentially hundreds of millions of dollars. Founded two years ago, Lepton AI focuses on leasing servers equipped with Nvidia AI chips to other businesses. According to The Information, the deal is progressing rapidly, although Nvidia has yet to officially comment.

Former Intel CEO Criticizes Nvidia's AI Chip Pricing, Sees Inference as Future Opportunity

Former Intel CEO Pat Gelsinger recently criticized Nvidia's pricing strategy for its AI GPUs on the Acquired podcast during Nvidia's 2025 GPU Technology Conference, arguing that the high cost makes them unsuitable for large-scale AI inference tasks. Gelsinger highlighted that inference is crucial for deploying AI models and that the industry should focus more on inference, a domain where Nvidia's technology falls short in terms of cost-effectiveness. Image source omitted.

Rise of Domestic AI Chips! Ant Group's Training Costs Reportedly Drop 20%, Rivaling Nvidia

Bloomberg, citing sources, reports that Ant Group has made a significant breakthrough in AI, reducing AI model training costs by 20% using chips from Alibaba and Huawei. This injects new momentum into China's drive for technological self-reliance. The report further indicates that Ant Group's internal tests show these Chinese-made AI chips rival Nvidia's offerings in performance. Widespread validation and adoption of this could significantly alter the global AI landscape.

FuriosaAI, a South Korean AI Chip Startup, Rejects $800 Million Acquisition Bid from Meta

South Korean media reports that FuriosaAI, a startup specializing in AI application chips, recently rejected an $800 million acquisition offer from tech giant Meta. FuriosaAI stated it will continue focusing on independent R&D and production of its AI chips. The report indicates that the breakdown of acquisition talks stemmed from disagreements on business strategy and organizational structure, not the acquisition price itself. Similar to many tech companies building large language models (LLMs), Meta...

Open-Sora 2.0: Commercial-Grade Video AI at a Tenth the Cost!

HPC-AI Tech recently announced Open-Sora 2.0, a groundbreaking video AI system achieving commercial-grade quality at approximately one-tenth the typical training cost. This represents a potential paradigm shift in the resource-intensive field of video AI, mirroring efficiency gains seen in language models. While existing high-quality video generation systems like Movie Gen and Step-Video-T2V can cost millions of dollars to train, Open-Sora 2.0 offers a significantly more affordable alternative.

OpenAI's Stargate Project: First Data Center to House Up to 400,000 Nvidia Chips

According to Bloomberg, OpenAI is making a massive investment in its first infrastructure project, dubbed "Stargate," with an estimated cost of $100 billion. The project's first data center complex, located in the small Texas town of Abilene, is planned to house up to 400,000 powerful Nvidia AI chips. Once fully operational, it will be one of the world's largest AI computing centers. Image Note: Image generated by AI, image licensing service Midjourney.

Compute Power Takes Flight! Nvidia Announces Next-Gen AI Chip Rubin, Aiming for 900x Hopper Performance

Nvidia has unveiled its next-generation AI chip, Rubin, promising a performance leap of up to 900 times that of its current flagship Hopper architecture. This significant advancement points towards a new era in AI processing capabilities.