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...

OpenAI officially announces its entry into the AI chip sector through collaboration with chip giant Broadcom, planning to develop its first custom AI inference chip. This strategic move not only marks a significant step towards supply chain autonomy for OpenAI but also targets NVIDIA's current dominance in the AI chip market. According to Reuters, OpenAI has assembled a specialized R&D team of about 20 members, including the chief engineer who participated in the development of Google's Tensor processors. The project will be led by Broadcom for chip design and TSMC for manufacturing.

Nvidia has recently engaged in a series of collaborations with local businesses in India to promote its artificial intelligence chips and technologies. The CEO of the American chip design company, Jensen Huang, announced at an AI summit in Mumbai that Nvidia has partnered with one of India's most valuable companies, Reliance Industries, to co-establish the infrastructure for AI applications. Additionally, tech company Tech Mahindra will use Nvidia's chips and software to develop a Hindi AI model called "Indus2.0."

Recently, TSMC announced that it expects a significant profit increase of 40% in its upcoming Q3 earnings report. This surge is primarily attributed to the booming demand for artificial intelligence (AI) chips. As the world's largest contract chip manufacturer, TSMC's clients include renowned companies such as Apple and Nvidia, which are actively advancing AI technology. According to LSEG's smart estimate, analysts predict that TSMC's net profit for the third quarter ending September 30 will reach NT$298.2 billion (approximately US$9.27 billion).

In the fiercely competitive artificial intelligence hardware market, AMD has introduced its brand new MI325x AI chip, aiming to challenge Nvidia's latest Blackwell series chips for dominance. This new chip represents another significant move by AMD in the field of artificial intelligence computing, striving to expand its share in this lucrative market. The MI325x AI chip is designed to directly compete with Nvidia's Blackwell GPUs, which are widely regarded as the leaders in AI.

At an event in San Francisco, AMD CEO Lisa Su launched a new line of AI-integrated chips across the Ryzen, Instinct, and Epyc brands, energizing the next generation of AI computing for everyone from business users to data centers. During the event, AMD indirectly mentioned competitors like Nvidia and Intel, emphasizing its commitment to providing open and accessible technology, aiming to avoid locking customers into proprietary solutions. Su stated that AI will enhance our personal productivity, with features like real-time translation improving collaboration.

Recently, the Google Quantum AI team made remarkable progress, showing that current Noisy Intermediate-Scale Quantum (NISQ) computers can complete benchmark calculations that would take classical computers years to process. This research was published in the journal Nature and utilized the random circuit sampling benchmark, which is one of the most challenging tasks currently executable by quantum computers. Image credit: This image was generated by AI, courtesy of image licensing provider Midjourney. This finding indicates that although quantum computers still have limitations.

Hisense has announced an exciting new product - the E7N Ultra Picture Quality Mini LED TV. This TV not only excels in configuration and picture quality but also claims to surpass flagship products on the market. The E7N is equipped with Hisense's self-developed Mini LED backlight control chip, with each chip accurately controlling 8 light sources, achieving an ultra-high standard of 4224 zones, with a brightness reaching 4000 nits! This design makes the E7N stand out among similar products, with real-time precise backlight control.

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.