In the AI industry, Together AI recently announced the completion of a $305 million Series B funding round, which has garnered widespread attention. The company's rise is closely related to its newly launched deep reasoning model, DeepSeek-R1. Contrary to initial concerns, many industry experts believe that advancements in deep reasoning have not diminished the demand for infrastructure; rather, they are continuously enhancing this demand. Image source note: Image generated by AI, image licensed from service provider Midjourney since its establishment in 2023.

Recently, Musk officially launched the brand new chatbot Grok 3 in a live stream and disclosed the astonishing cost of training the model. Grok 3 is currently available to Premium + subscribers and has shown outstanding performance in various evaluation areas, even surpassing other competitors in the market, such as Gemini, DeepSeek, and ChatGPT. During the live stream, Musk mentioned that the training process for Grok 3 consumed a total of 200,000 NVIDIA GPUs, a figure that is truly shocking.

Recently, AMD announced in its Q4 2024 earnings call that it plans to accelerate the launch of its next-generation data center GPU series - AMD Instinct MI350. AMD CEO Lisa Su stated that the MI350 will undergo sample testing with 'key customers' this quarter and will ramp up production and shipping by mid-year. Su noted that AMD initially planned to launch the MI350 in the second half of 2025, but the product’s progress has exceeded expectations, coupled with strong customer demand.

Meta CEO Mark Zuckerberg announced in a recent Facebook post that the company plans to significantly increase its capital expenditures by 2025 in order to maintain a competitive edge in the intense AI race. Zuckerberg indicated that Meta expects its capital expenditures in 2025 to reach between $60 billion and $80 billion, primarily for data center construction and expanding its AI development team. This budget range is almost double Meta's spending of $35 billion to $40 billion last year.

Nvidia is constructing a research and development supercomputer in northern Israel with a power capacity of 30 megawatts, with an expected investment of $500 million. This supercomputer is located in the Mevo'ot Eron area near Yokne'am Illit, covering an area of 10,000 square meters, and will house hundreds of the latest generation Blackwell liquid cooling systems. Although the exact number of deployed accelerators is not yet clear, Israeli media reports suggest that the configuration is expected to include 'thousands of' graphics processing units (GPUs).

As the UK government reaffirms its vision to become an AI superpower, American data center operator CoreWeave has announced the construction of two GPU data centers in the UK. These data centers will be located in Crawley and London Dock, developed in partnership with digital real estate companies Digital Realty and Global Switch. This investment totals £1 billion (approximately $1.2 billion), marking CoreWeave's further expansion in the UK market.

In 2024, Nvidia is actively investing in the field of artificial intelligence, having committed $1 billion to multiple startups. This initiative positions Nvidia as an indispensable supporter in the technological revolution, particularly in AI innovations propelled by its chip technology. With the rapid development of artificial intelligence, an increasing number of startups are looking to leverage Nvidia's technology and funding to accelerate their growth and market positioning. In recent years, the rise of AI technology has driven transformation across various industries. Against this backdrop, Nvidia, as a global leader in graphics,

Chip giant Nvidia is expanding its territory once again. Recently, Nvidia officially announced the acquisition of Israeli artificial intelligence startup Run:ai for $700 million. This deal has passed through the stringent scrutiny of regulatory bodies in Europe and the US, paving the way for Nvidia to further cement its dominance in the AI field. As the absolute leader in the GPU market, Nvidia currently holds about 80% of the market share. This strong position has attracted the attention of regulators. The European Commission raised concerns about the acquisition in October, fearing it could harm the market.

American technology company Nvidia has recently completed its acquisition of Israeli software company Run:ai, with the collaboration aimed at further enhancing the management efficiency of AI cloud computing. Although the specific acquisition amount has not been disclosed, reports suggest the deal is valued at approximately $700 million. Nvidia announced that it will open source Run:ai's software to support the AI ecosystem more broadly. Run:ai's core software helps clients efficiently schedule Nvidia GPU resources, thereby optimizing AI computations.

Israeli tech company Lightricks has recently launched a lightning-fast AI video processing platform called LTX Video (LTXV). This platform uses advanced artificial intelligence models that can run on commonly used graphics processing units (GPU). Released in late November, LTXV can generate a 5-second AI video clip at a resolution of 768x512 in just 4 seconds, making it stand out among other AI video platforms. With its 2 billion parameters, it is capable of even...

With the rapid development of artificial intelligence (AI), machine learning (ML), and high-performance computing (HPC) across various industries, AMD has recently launched ROCm 6.3, an open-source platform designed specifically for AMD Instinct GPU accelerators. The platform aims to help developers tackle the demands of computing resources, memory management, and software optimization to improve work efficiency. ROCm 6.3 integrates multiple advanced tools and optimization features, striving for a balance between performance and efficiency.

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, NVIDIA unveiled its brand-new Blackwell platform and showcased its initial performance in the MLPerf Training 4.1 benchmark tests. According to the test results, Blackwell achieved a doubling of performance in certain aspects compared to the previous Hopper platform, garnering widespread attention in the industry. In the MLPerf Training 4.1 benchmark tests, the Blackwell platform excels in LLM (Large Language Models).