Recently, foreign media reported that ByteDance is accelerating its efforts to self-develop and manufacture AI chips to reduce dependence on expensive chips from NVIDIA. The report claims that ByteDance plans to collaborate with TSMC and expects to mass-produce two self-developed AI chips by 2026, having already reserved the production of hundreds of thousands of chips. More notably, the report pointed out that ByteDance aims for its self-developed chip clusters to achieve four times the computing performance of a single H100 chip at a similar cost. In response, ByteDance quickly addressed this report.

Recently, the foreign media outlet The Information reported that ByteDance is accelerating the development of its own AI chips and plans to collaborate with TSMC, aiming for mass production by 2026. The report also stated that this move by ByteDance is intended to reduce dependence on NVIDIA chips and lower the costs of developing and operating AI models. Source note: The image is generated by AI and provided by the image licensing service Midjourney, according to reports from the Sci-tech Innovation Board Daily regarding today's media coverage of ByteDance's plans to collaborate with TSMC on AI chips.

Recently, AI chip company Groq, based in California, has reached a partnership agreement with Saudi Arabia's oil giant Aramco to establish a large data center in Saudi Arabia. The aim of this data center is to enhance Saudi Arabia's capabilities in the field of artificial intelligence and further promote the diversification of the country's economy. Groq's CEO, Jonathan Ross, stated that the data center is expected to be operational by the end of the year, initially equipped with 19,000 Language Processing Units (LPUs). Image source note: Picture

Recently, at the launch event for the new EX90 electric SUV, Volvo announced its continued collaboration with NVIDIA, stating that future models will be equipped with NVIDIA's chips. The EX90 is Volvo's first software-defined vehicle, featuring the NVIDIA Orin system-on-chip, which boasts computation capabilities exceeding 250 trillion operations per second. This SUV's core computing architecture not only supports deep learning functions but also provides robust support for its AI-driven active safety and driving assistance systems. Furthermore, Volvo plans for future enhancements.

The generative AI market is developing rapidly, with projections estimating it will reach $40 billion by 2024 and soar to $1.5 trillion by 2030, achieving an impressive annual growth rate of 83%. Its applications are vast, spanning text, images, and music. As AI technology shifts towards edge computing, the share of AI-related software and services is expected to significantly increase over the next five years, projected to account for 32% and 55% of the market by 2030, becoming a crucial driver of market expansion.

Nvidia is facing an antitrust investigation by the U.S. Department of Justice, focusing on its dominant market position in the artificial intelligence sector and whether it has taken measures to stifle competition, including penalizing suppliers that do not use its AI chips. This news has led to a significant drop in Nvidia's stock price, resulting in a market value loss of $279 billion. Although the overall trend of stock prices remains an upward trajectory, the AI boom has driven high sales of its expensive chips. Nvidia's recently launched Blackwell series AI chips are facing delayed market release due to design flaws, intensifying competition with rivals.

Nvidia CEO Jensen Huang emphasized in an interview with the Financial Times that despite encountering issues in the production of the next-generation AI processors, the company remains committed to its plan of launching a new flagship product every year. Although the release of the Blackwell chip has been delayed, Nvidia engineers are accelerating the development of the next two generations of chips. The production issues are mainly related to adjustments in the 'mask' process during chip design, and these changes have been completed without affecting product functionality. Nvidia is leveraging AI to enhance data processing and product design efficiency in response to investors' concerns about growth rates and profit margins.

LG will showcase its first smart home hub ThinQ ON at the IFA 2024 technology fair. This hub integrates artificial intelligence technology, allowing it to connect and control LG appliances and third-party devices, supporting Thread, Matter, and Wi-Fi. The ThinQ ON features a compact and rounded design, doubling as a smart speaker with an integrated LG AI voice assistant that can understand natural language, interpret context, and learn user preferences to provide a personalized experience. The device is powered by a self-developed AI chipset and supports Matter certification.

Domestic AI chip design company Suiyuan Technology has initiated the counseling process for its A-share listing, officially starting its IPO. Established in 2018, Suiyuan Technology focuses on the development of cloud computing products in the AI field, including AI acceleration cards, intelligent computing clusters, and related software and platforms. The company's founders, Zhao Lidong and Zhang Yalin, both possess strong technical backgrounds. One year after its establishment, Suiyuan Technology launched its first-generation AI training chip, SuiSi 1.0, and has now developed to the second generation, SuiSi 2.0, while also developing multiple AI inference chips. In just six years, the company has completed ten rounds of financing, totaling nearly 7 billion RMB.

SoftBank is in discussions with Intel to collaborate in order to challenge Nvidia's market dominance in the AI chip sector. As a globally recognized investment company, SoftBank is increasingly interested in the AI chip market and seeks to partner with traditional chip manufacturer Intel to enhance its market position. Intel's transformation strategy and AI chip development make it an ideal partner. The potential synergies from this collaboration are attracting attention, and market analysts believe it will have a profound impact on the AI chip industry. With the rapid advancements in artificial intelligence technology, AI chips are crucial for applications like autonomous driving.

Etched's Sohu chip claims to be 20 times faster than the Nvidia H100 chip when running AI models, specifically designed to optimize transformer AI model processing and does not support other AI models. This specialization allows Sohu to exhibit extremely high computational power for tasks like ChatGPT. The launch of Sohu could lead to a revolution in the AI hardware market, especially in multimodal processing and real-time translation applications. Etched has successfully raised $120 million and partnered with TSMC for the production of 4nm chips.

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...

Startup Groq has successfully raised $640 million, achieving a valuation of $2.8 billion, with Blackstone Group as the lead investor. This move signals a potential shift in the AI hardware market landscape. Groq focuses on developing specialized chips to accelerate AI workloads, particularly in the language processing domain, with its flagship product, the Language Processing Unit (LPU), capable of running large language models with unprecedented speed and efficiency. As AI demand surges, Groq aims to become a strong competitor in the market, focusing on inference to provide more efficient and cost-effective AI hardware solutions.

Nvidia Corporation (Nvidia, NVDA) experienced a significant surge in stock prices during Monday's morning trading session, becoming the focal point of market attention. This surge was primarily due to the company's announcement that its upcoming Blackwell chip for the Chinese market complies with U.S. export control requirements. Following a sell-off in the stock market last week, chip stocks rebounded, and Nvidia's share price also increased.It is reported that Nvidia will collaborate with Chin

According to a report by The Information, leading artificial intelligence company OpenAI is actively exploring the development of its own AI chips. This move not only demonstrates OpenAI's ambition in technological innovation but also reflects the current pressure on chip supply in the AI industry. The report reveals that OpenAI has engaged in talks with chip manufacturing giant Broadcom to discuss plans for developing new AI chips. This development indicates that OpenAI is seriously considering

Recently, as reported by The Information, the prominent generative AI application giant OpenAI is in talks with several chip design companies, including Broadcom. The focus of these discussions is the development of new AI chips. OpenAI is exploring the possibility of manufacturing its own AI chips, a move that could not only achieve efficient integration of software and hardware but also alleviate the current shortage of AI chips.Image source note: Image generated by AI, licensed service provid

SoftBank recently officially announced the acquisition of the UK artificial intelligence chip company Graphcore, making it a fully-owned subsidiary. Although the specific transaction amount has not been publicly disclosed, Graphcore co-founder and CEO Nigel Toon stated that this is a positive outcome for most people. Graphcore was founded in 2016 and is headquartered in Bristol, UK, where it developed a new processor called the "Intelligent Processing Unit" (IPU). Unlike the Graphics Processing

AI chip startup Etched.ai has recently secured $120 million in funding to develop transformer-specific AI chips designed for training and deploying large language models.

In today's rapidly advancing field of artificial intelligence, a company named Etched is betting everything on an AI architecture known as Transformer. The company recently announced the launch of the world's first application-specific integrated circuit (ASIC) chip designed specifically for Transformers—Sohu—claiming that its performance far exceeds any GPU currently on the market and will bring revolutionary changes to the AI field.