Recently, the Shenzhen Municipal Bureau of Industry and Information Technology officially issued several measures to build Shenzhen into a pioneer city for artificial intelligence, aimed at promoting the application and development of the AI industry. With an annual investment of up to 300 million yuan, the focus is on cutting-edge areas such as the mathematical principles of AI, infrastructure, core algorithms, as well as embodied intelligence, autonomous driving, and AI chips, to carry out fundamental research and tackle technological challenges. Among them, for demonstration application projects with promotional value, the city will provide subsidies of up to 30% based on the actual investment of the project construction entities, with a maximum limit.

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.

Broadcom made a shocking prediction during its earnings call, stating that by 2027, the company could have a market opportunity in the artificial intelligence (AI) chip sector ranging from $60 billion to $90 billion. This forecast signals that the AI boom in the semiconductor industry is surpassing industry giant NVIDIA. Broadcom CEO Hock Tan mentioned that three major hyperscale cloud computing clients plan to deploy over 1 million XPU clusters in the coming years. Image Source Note: Image generated by AI, image licensed.

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...

Apple is quietly laying the groundwork for the 'heart' of artificial intelligence—server chips. According to The Information, citing three informed sources, Apple is collaborating with semiconductor giant Broadcom to secretly develop its first server chip specifically designed for handling AI applications. This move indicates that Apple's ambitions in the field of artificial intelligence are rapidly expanding. Renowned for its self-designed chips, Apple’s 'Apple Silicon' series is primarily manufactured by TSMC and is widely used in iP

Recently, Marvell Technology's market capitalization briefly exceeded $100 billion, marking the rise of this small chipmaker in the tech sector. Since 2016, CEO Matt Murphy has led the company to significant success in the rapidly growing data center chip market. Murphy stated that he did not want to take over a chip company ten times the size of his own, as this choice is not only smarter but also appears more ambitious.

Canadian AI hardware startup Tenstorrent has recently announced that it successfully completed a funding round of nearly $700 million. This funding round totaled $693 million, bringing Tenstorrent's valuation to over $2.6 billion. The round was led by Samsung Securities and AFW Partners, with other investors including Hyundai Motor and Jeff Bezos's investment company Bezos Expeditions. Image source note: The image is AI-generated, licensed from Midjourney.

Tesla CEO Elon Musk is fully committed to pursuing AI chips to support his new supercomputer, a move that has already pushed Nvidia's production capacity to its limits. According to a report by The Wall Street Journal, a sales executive at Nvidia mentioned in an internal email that Musk's demand for their chips is putting pressure on the company's supply chain. An Nvidia spokesperson stated, 'We are working hard to meet all customer demands and have significantly increased the available supply.' Image source note: Image generated by AI.

Recently, OpenAI CEO Sam Altman has been actively pushing for a financing round of up to $150 million to support semiconductor startup RainAI. This initiative aims to challenge NVIDIA in an effort to capture a share of the artificial intelligence hardware market. RainAI's valuation has risen to $600 million in this financing, highlighting its growing impact in the field of high-performance and energy-efficient semiconductors. Image source note: The image is AI-generated.

Recently, NVIDIA's newly launched Blackwell AI chip has encountered overheating issues in servers, raising concerns among customers about their ability to timely activate new data centers. According to The Information, the Blackwell graphics processing units (GPUs) are overheating when connected to server racks designed to accommodate 72 chips. Insiders reveal that NVIDIA's engineering team is actively addressing this issue, and the company's staff have already begun...

Recently, AMD announced it will lay off approximately 1,000 employees, which is about 4% of its global workforce. The layoffs primarily affect sales and marketing positions in the gaming and consumer PC departments, marking the chip giant's full transition towards the artificial intelligence chip sector. In the thriving AI chip market, NVIDIA currently holds a dominant 80% market share. Analysts predict that by 2028, the AI chip market will reach a scale of $500 billion. AMD's resource restructuring aims to capture a larger share in this rapidly growing market.

In a recent Reddit Q&A, OpenAI CEO Sam Altman admitted that insufficient computing power is one of the main reasons the company is unable to frequently launch new products. He stated that the current AI models are becoming increasingly complex, and OpenAI faces many constraints and difficult decisions on how to allocate computing resources to implement numerous excellent ideas. Reports suggest that OpenAI has encountered difficulties in obtaining sufficient computing infrastructure.

Amid the rapid development of artificial intelligence technology, Intel's Gaudi AI accelerator faces significant challenges. Recently, Intel CEO Pat Gelsinger stated during the company's Q3 2024 earnings call that Intel's anticipated $500 million revenue target for Gaudi will not be met. He admitted, "We will not be able to achieve the $500 million revenue target for 2024." Despite the recent launch of the new Gaudi3 accelerator, Gelsinger pointed out that Gaudi products...