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.

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.

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.

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.

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.

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.

Amazon recently announced a $110 million investment in AI research to support the development of its own designed Trainium chips. This move aims to reduce Amazon's reliance on Nvidia and promote technological advancements in its cloud computing platform AWS. Note: Image generated by AI, image licensed from service provider Midjourney. Trainium is a machine learning chip tailored for deep learning training and inference tasks. Through this investment, Amazon hopes to encourage academic research.

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.

Recently, Amazon announced a significant investment of $110 million for artificial intelligence (AI) research aimed at reducing reliance on Nvidia and advancing the development of its own chips. The funding will support generative AI research at universities under the project name 'Build on Trainium.' The project will provide researchers with the opportunity to use Trainium chips to develop new AI architectures, machine learning libraries, and solutions for large-scale distributed AWS Train.

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.

This week, Apple unveiled its latest M4 series chips at a launch event, marking a strong performance in the personal computer market. Apple claims that devices equipped with M4Pro and M4Max significantly surpass competing AI PC chips, particularly in handling artificial intelligence tasks. The M4Pro chip offers up to 14 CPU cores, including 10 high-performance cores and 4 efficient cores, along with 20 GPU cores. Apple stated that the M4Pro excels in AI computing.