OpenAI's latest release of the Realtime Embedded SDK has stirred the industry, providing a development toolkit aimed at microcontrollers that advances the integration of artificial intelligence with miniature hardware. This SDK is specifically designed for microcontrollers like the ESP32 and enables real-time interaction between devices and cloud-based AI models through WiFi, significantly lowering the technical barriers to smart hardware development. This news quickly triggered a ripple effect in the market, leading to an increase in prices for ESP32-related hardware, including modules, chips, and accessories.

Hock Tan, CEO of the American semiconductor company Broadcom, recently stated at an investor conference that the investment boom in artificial intelligence (AI) by tech giants is expected to continue until the end of this century. He emphasized that despite global economic challenges, spending in the AI sector is rapidly increasing, indicating strong market demand. Image source note: The image is generated by AI, image provided by the service provider Midjourney. Hock Tan pointed out at the conference that tech companies are 'fully investing' in

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

Tao Lin, Vice President of Tesla, issued a statement today reiterating the company's commitment to the development path of autonomous driving technology. Lin mentioned that several years ago, company founder Elon Musk determined that only through pure vision technology can we achieve safer and smarter fully autonomous driving. She explained that because existing road and traffic rules are designed based on human vision, the combination of cameras, visual neural networks, and autonomous driving hardware can best mimic human observation, perception, and decision-making habits, potentially reaching or even surpassing human driving capabilities.

Google once again proves the magic of technological innovation. Today, the Willow quantum chip delivered a remarkable report card, achieving two groundbreaking breakthroughs in the field of quantum computing. Since the proposal of quantum error correction theory in 1995, scientists have been tackling the most stubborn problem in quantum computing: how to control the computational errors of quantum bits. Quantum bits are extremely fragile, easily affected by environmental noise, leading to information loss. It’s like writing in the sand; even a slight breeze can wipe it away. The Willow chip has completely changed this status quo.

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.

The Japanese government is vigorously advancing its strategic layout for the chip and artificial intelligence industries. This fiscal year, the government will allocate an additional 1.5 trillion yen (approximately $9.9 billion) in a special budget targeting cutting-edge technology fields such as next-generation chips and quantum computers. This budget is divided into two important parts: 1.05 trillion yen will be used for the research and development of next-generation chips and quantum computers, while 471.4 billion yen will focus on supporting domestic advanced chip production. Notably, the 'moon landing plan' of Rapidus is drawing attention, although details are still pending.