In a recent earnings call, Broadcom CEO Hock Tan shared an optimistic outlook for the future AI chip market, predicting that the company’s revenue in this area will see significant growth by 2027. According to him, the serviceable addressable market (SAM) for Broadcom's AI-related products and network services is expected to be between $60 billion and $90 billion. Tan also revealed that Broadcom is currently collaborating with three major hyperscale customers.

Google recently announced the launch of its sixth-generation AI accelerator chip, Trillium, claiming that this groundbreaking technological advancement could fundamentally change the economics of artificial intelligence development and push the boundaries of machine learning. The Trillium chip has demonstrated significant performance improvements during the training process of Google's newly released Gemini 2.0 AI model, achieving training performance four times that of the previous generation while significantly reducing power consumption. Google CEO Sundar Pichai emphasized at the launch event that the Trillium chip...

Intel's 2024 plans are steadily progressing. The company announced that its latest AI accelerator, Gaudi 3, is expected to be officially released next week. Gaudi 3 is hailed as Intel's AI hero, designed to handle large-scale training and inference tasks with unlimited scalability. Intel CEO Pat Gelsinger first previewed this accelerator at last year's 'Intel AI Everywhere' conference. In the subsequent 'Intel Vision 2024' event, Intel reiterated...

Nvidia has encountered engineering challenges during the launch of its next-generation AI chip series Blackwell, leading to delays in the product release schedule and affecting market expectations. The main issue arises from the need to redesign an AI accelerator for compatibility with the Hopper H100 chip, as well as a processor combined with a graphics card that cannot be mass-produced due to technical problems. These challenges highlight the complexity of the technology innovation process. As a result, Nvidia's stock price dropped by 6.4%, while competitor AMD's stock price rose by 1.8%. Despite the delays, analysts believe that this...

Research shows that Intel's Gaudi2 technology competes with NVIDIA's AI accelerators in large-scale language model inference. The inference performance of Gaudi2 is comparable to NVIDIA's H100 system in decoding and surpasses that of the A100. According to public cloud pricing, Gaudi2 offers better value for training and inference compared to NVIDIA's A100 and H100. Intel's Gaudi3 is planned for release in 2024, promising four times the processing power and double the network bandwidth. Intel is committed to advancing high-performance computing and