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Semiengineering
3w
19
Image Credit: Semiengineering
TSMC: King Of Data Center AI
- The rapid expansion of data center AI capacity and performance is being driven by Large Language Models (LLMs) like ChatGPT, leading to increased demand for more capable models that require additional compute.
- AI data centers rely on GPUs/AI Accelerators, switches, CPUs, storage, and DRAM, with approximately half of semiconductors currently consumed by AI data centers.
- TSMC holds essentially 100% market share in AI data center logic semiconductors, manufacturing various components for companies like Nvidia, AMD, Intel, Microsoft, Amazon, Google, and Open AI, among others.
- TSMC's dominance in the AI data center chip market is attributed to its advanced process technology, packaging technology, production capacity, and financial strength.
- TSMC's continuous development of advanced process technology and package technology plays a crucial role in meeting the complex requirements of AI data center chips.
- The company's focus on developing multi-chip substrate packaging and advanced packages, such as the COUPE process for integrating optical engines, demonstrates its commitment to innovation.
- TSMC's substantial capacity and market share in the global foundry market highlight its position as a key player in the semiconductor industry, particularly in advanced process technology foundry.
- The financial strength and management depth of TSMC further solidify its position as a preferred vendor for major companies in the AI data center sector, ensuring scalability, reliability, and innovation.
- The article projects that TSMC will continue to dominate the AI foundry market well into the 2030s, with a focus on catering to the evolving needs of hyperscalers and LLM companies for high-volume, reliable AI accelerators.
- While competitors like Intel and Samsung are working on advancements in process nodes and packaging, TSMC's current advantages make it challenging for them to rival TSMC's market dominance.
- In summary, TSMC's strategic positioning in the AI data center chip market, driven by its technological prowess, capacity expansion, financial stability, and strong management, reinforces its role as the king of data center AI.
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Pcgamesn
4w
403
Image Credit: Pcgamesn
A new Nvidia GeForce gaming GPU is reportedly coming, copies AMD in the best way
- Nvidia GeForce RTX 5050 leaks indicate similarity to AMD's memory setup.
- The graphics card's VRAM speed is rumored to be confirmed.
- Nvidia has not officially announced the RTX 5050 or its specs.
- AMD's cost-effective approach using GDDR6 VRAM compared to GDDR7 might reflect in Nvidia's strategy for the RTX 5050.
- AMD's Radeon RX 9060 XT with 16GB GDDR6 VRAM is noted as a strong card despite slower memory.
- The RTX 5050 could have a reduced cost by utilizing similar memory to AMD's recent GPUs.
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Insider
4w
1.2k
Image Credit: Insider
Ian Buck built Nvidia's secret weapon. He may spend the rest of his career defending it.
- Ian Buck is a key figure behind Nvidia's technological advancements and market success, particularly through his work on CUDA, the company's crucial software platform.
- Buck's contributions to Nvidia's history and future are significant, shaping how the company maintains its competitive edge in the market with CUDA.
- CUDA, initially started with two libraries by Buck, has evolved to include over 900 libraries supporting various industries using Nvidia technology.
- Ian Buck's early focus on graphics and later transition into AI computing showcased his dedication to pushing the boundaries of GPU capabilities for wider applications.
- Buck, along with a small team, developed CUDA as a framework to enable parallel computing, propelling Nvidia to a dominant position in AI computing.
- Nvidia's culture of directness and intensity aligns well with Buck's results-oriented approach, emphasizing practical outcomes over theoretical pursuits.
- CUDA's widespread adoption across industries has solidified Nvidia's position, although increasing competition poses challenges for maintaining market dominance.
- Buck's role in predicting and addressing the future needs of AI researchers is crucial as Nvidia navigates the rapidly evolving landscape of AI applications and technologies.
- Maintaining dominance in AI computing requires talent and strategic innovation, areas where Buck's expertise and leadership play a vital role at Nvidia.
- While speculation about Nvidia's future leadership arises, Ian Buck remains a key collaborator for CEO Jensen Huang, contributing significantly to the company's technical advancements.
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TechDigest
4w
177
Image Credit: TechDigest
Snap to Make its New AR Smart Glasses Available to Consumers, Potentially Kicking the Tech into the Mainstream
- Snap is planning to release its new AR smart glasses to the public, aiming to push the technology into the mainstream.
- AR hardware has not gained widespread popularity compared to VR products from companies like Meta and Sony.
- Snap's new AR glasses could showcase the technology's capabilities beyond novelty uses and spark innovation.
- The lighter and more advanced AR glasses by Snap are set to launch in 2026, offering see-through lenses displaying graphics and featuring an AI assistant.
- Apple's Vision Pro AR glasses faced challenges in sales due to a high price tag and lack of dedicated software.
- AR entertainment software holds potential to drive the adoption of AR glasses, enriching gaming and multimedia experiences.
- Snap's AR glasses aim to provide immersive experiences in gaming, films, and other content with the use of AR projections.
- To succeed, Snap's AR glasses need to be affordable, offer desired features, and entertainment apps that appeal to consumers.
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Siliconangle
4w
248
Image Credit: Siliconangle
Google develops AI model for forecasting tropical cyclones
- Google has developed an AI model for forecasting the path and intensity of tropical cyclones in advance.
- The AI model was created through a collaboration between Google Research and DeepMind and is available on the new website, Weather Lab.
- Traditional physics-based weather prediction models are usually relied upon for cyclone forecasts but come with limitations.
- Google's AI model can predict both the track and intensity of cyclones with high accuracy, including other details like formation, size, and shape.
- The model was trained on two datasets, one with information on past cyclones and another with weather condition data.
- Internal tests showed the AI accurately predicted the paths of recent cyclones up to 15 days in advance.
- The AI model is accessible to researchers through Weather Lab, where it can be compared with physics-based models for better prediction.
- Nvidia released a foundation model called cBottle for simulating global climate resolution, adopted by research institutions like the Max-Planck-Institute for Meteorology and the Allen Institute for AI.
- The AI model aims to assist weather agencies and emergency services in anticipating cyclone paths and intensities effectively.
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Siliconangle
4w
202
Image Credit: Siliconangle
AMD debuts new flagship MI350 data center graphics cards with 185B transistors
- AMD introduced a new line of AI chips, the Instinct MI350 series, that outperform Nvidia's Blackwell B200 in some tasks.
- The MI350 series includes two graphics cards: the high-end MI355X with liquid cooling and the MI350X with fan cooling.
- With a 10-chiplet design, eight compute chiplets made using TSMC's 3nm process sit atop two I/O chiplets in the MI350 series.
- Both MI355X and MI350X feature 288GB of HBM3E memory with a three-dimensional design for faster performance.
- AMD's MI350 series offers 60% more memory than Nvidia's Blackwell B200 and faster processing for certain workloads.
- The MI350 chips can process 8-bit floating point numbers 10% faster and 4-bit floating point numbers more than twice as fast.
- AMD's MI350 series supports 4-bit floating point data, enabling quicker processing and compression for AI workloads.
- The new chips can run AI models with up to 520 billion parameters, offering a 40% increase in tokens per dollar compared to rivals.
- AMD will offer the MI350 in 8-chip server configurations providing up to 160 petaflops of performance for FP4 workloads.
- ROCm 7.0, AMD's software platform, enhances AI inference performance by over 3.5 times and training workload performance by triple.
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Insider
4w
417
Image Credit: Insider
3 takeaways from Jensen Huang's European charm offensive
- Nvidia CEO Jensen Huang spoke at flagship tech events in London and Paris, emphasizing 'AI sovereignty' and AI optimism during his European tour.
- Huang focused on the concept of 'sovereign AI,' advocating for countries to use their own AI infrastructure within their borders.
- He announced partnerships with local cloud providers in the UK, Germany, France, and Italy to support the idea of technological self-reliance.
- Jensen Huang's rockstar status was evident as he stole the limelight from world leaders during talks at London Tech Week and VivaTech.
- His strong presence and consistent messaging on AI's positive impact showcased his optimistic view of AI's role in shaping a better world.
- Despite concerns raised by others about AI's impact on jobs, Huang remained an AI optimist, emphasizing the potential for AI to upskill individuals.
- Huang's firm belief in the positive impact of AI was reflected in his interactions with industry leaders and his commitment to advancing AI technology.
- Attendees at VivaTech had positive feedback on Jensen Huang, praising him as an ideal CEO and recognizing his significant influence in the tech industry.
- His dedication to promoting 'sovereign AI' and his unwavering optimism about AI's potential further solidified his stature in the technology sector.
- Jensen Huang's European charm offensive highlighted his leadership in advancing AI technologies and fostering partnerships for AI infrastructure development.
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TechBullion
4w
359
Image Credit: TechBullion
Why Outsourcing AP/AR Makes Sense for Agencies
- Managing AP and AR operations is essential for agencies to maintain smooth financial operations.
- Outsourcing AP and AR processes can bring stability, efficiency, and financial insights.
- Internal mismanagement of AP and AR can lead to trust issues with vendors and delayed client payments.
- AP/AR processes in agencies are often ad-hoc and lack formal systems.
- Outsourcing AP involves handing over invoice verification, approval, and payment processes to specialized professionals.
- Benefits of outsourcing AP include cost savings, efficiency, and improved vendor relationships.
- Outsourcing AR can help agencies improve cash flow, collect payments efficiently, and maintain client relationships.
- Outsourced accounting services for agencies offer scalable processes, reporting tools, and financial insights.
- Choosing the right outsourcing partner is crucial for agencies to ensure a seamless fit with their operations.
- Recognizing the signs of financial operation weaknesses is vital for agencies to consider outsourcing.
- Ignoring financial operation challenges can hinder agency growth and lead to stagnation.
- Outsourcing AP/AR is not just about cost savings; it's about enhancing focus, control, and flexibility.
- Agencies are turning to outsourcing to position themselves for scalable growth and profitability.
- The author, FBSPL, specializes in BPM, outsourcing solutions, AI, digital marketing, and more to streamline operations and fuel business growth.
- Outsourcing AP/AR allows agencies to integrate technology, automation, and industry expertise for innovative solutions.
- Outsourcing provides agencies with the opportunity to streamline operations, improve customer engagement, and drive business growth.
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Silicon
4w
230
Image Credit: Silicon
Germany, Nvidia To Build AI Factories For Industrial Use
- Germany and Nvidia plan to build AI factories for industrial use to power AI infrastructure for businesses and researchers.
- Nvidia will deploy GPUs for AI factories and develop software for enterprises, cars, and robots in Germany.
- Nvidia founder Jensen Huang initiated the plan during his European tour at London Tech Week.
- UK Prime Minister Kier Starmer pledged £1bn to enhance the country's AI computing capacity.
- Nvidia will establish an AI Technology Centre in Bristol for developer training and launch the UK Sovereign AI Industry Forum.
- Nvidia aims to secure 'sovereign AI' deals to build AI infrastructure in various countries.
- Germany will host the first Nvidia Omniverse Blueprint AI factories to support sovereign AI applications in public and private sectors.
- German supercomputing centers will utilize Nvidia technology for research, climate simulations, quantum computing, and drug discovery.
- Germany is focusing on AI skills development through collaborations with non-profits, universities, and industries.
- Nvidia plans to establish 20 AI factories in Europe to boost AI computing capacity.
- Jensen Huang emphasized the significance of AI factories and infrastructure in Europe.
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Skarredghost
4w
0
Image Credit: Skarredghost
Google to release development tools for Android XR glasses later this year
- Google made announcements at AWE 2025 about developing for Android XR glasses.
- Smartglasses are a trending XR technology, but lack proper SDKs for developers.
- Google revealed Android XR will support MR headsets, AR glasses, and smartglasses as separate OS.
- Applications for MR and smartglasses differ in interaction and design.
- There are expectations of tools for developing Android XR smartglasses later this year.
- Google plans to support applications across mixed reality headsets and AR glasses with computational puck.
- Development tools for smartglasses are anticipated, possibly with an SDK and emulator.
- Google and Samsung are collaborating on a reference design for Android XR glasses.
- Google's development tools announcement may push other smartglasses manufacturers to release SDKs.
- The integration of AndroidXR with Gemini hints at AI features in future smart glasses applications.
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The Robot Report
4w
48
NEXCOM NexCOBOT unit joins NVIDIA Halos AI Systems Inspection Lab
- NEXCOM's NexCOBOT unit has joined the NVIDIA Halos AI Systems Inspection Lab to advance safe development of humanoid and AI robots, focusing on functional safety.
- NexCOBOT specializes in safe robot controls and offers open-architecture controllers and design verification services for robotics manufacturers.
- NEXCOM is committed to functional safety using international standards like IEC 61508 and ISO 13849-1, making compliance with ISO 10218-1 requirements easier.
- As a certified member, NEXCOM will integrate its products with NVIDIA's platforms to streamline robot function development and applications.
- The collaboration aims to simplify complex development processes, accelerate innovation, and cover critical AI computing and functional safety technologies for robot design.
- The NVIDIA Halos AI Systems Inspection Lab will accelerate diverse robot applications by focusing on safety standards and efficient operations.
- NEXCOM and NVIDIA are extending services to robotics and industrial applications, shortening development timelines from four to five years to as short as two years.
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Pcgamesn
4w
166
Image Credit: Pcgamesn
Scalpers now want $23,000 for this gold Nvidia GeForce RTX 5090 graphics card
- Scalpers are selling the gold Nvidia GeForce RTX 5090 graphics card for over $23,000, more than three times its $6,806 MSRP.
- The ROG Astral GeForce RTX 5090 Dhahab edition is exclusive to the Middle East and is attracting scalpers on eBay.
- The RTX 5090 is praised for its speed and new multi-frame generation in reviews, making it one of the best graphics cards available.
- Investing in a gold RTX 5090 at $23,000 remains a personal choice despite its high performance.
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Semiengineering
4w
71
Image Credit: Semiengineering
RISC-V’s Increasing Influence
- RISC-V architecture gains attention for its flexibility and potential gradual adoption, despite not being perfect.
- The industry's historical reluctance to move away from traditional architectures hinders rapid evolution.
- RISC-V's versatility allows for slow migration and potential evolution, addressing diverse application needs.
- Recent RISC-V summit showcases increased industry adoption, particularly in newer application domains.
- RISC-V progress noted in automotive, HPC, AI, with companies like Infinium, Meta, and NVIDIA embracing it.
- Challenges in automotive industry include open architecture concerns; ecosystem development crucial for broader adoption.
- Differing opinions exist on RISC-V's suitability for AI applications, with some emphasizing customization and adaptability.
- RISC-V provides an opportunity for tailored processor designs for evolving AI workloads, offering flexibility and cost advantages.
- Ecosystem progress noted with RISC-V adoption in Linux distributions, mobile, and significant investments in chiplet architectures.
- RISC-V's potential as an evolutionary path, coupled with ecosystem support and ongoing advancements, sets stage for continued growth.
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Androidauthority
4w
31
Image Credit: Androidauthority
Your phone won’t be powering Xreal’s upcoming Android XR glasses
- Xreal is working on AR glasses known as Project Aura that will run on Android XR.
- The glasses will come with a puck-like processing device containing a Qualcomm Snapdragon chip.
- These glasses will have the largest screen ever made by the company.
- Xreal revealed new details about the Project Aura glasses at the Augmented World Expo 2025.
- The glasses will not rely on a phone for processing power; instead, they will use a separate, tethered, puck-like device.
- The device demands computational power beyond what a phone can handle.
- Google, Apple, and Meta are not the only companies developing AR glasses.
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Pymnts
4w
262
Image Credit: Pymnts
Nvidia CEO Rebuts Anthropic CEO’s Dire Prediction of AI Taking Jobs
- Nvidia CEO Jensen Huang disagrees with Anthropic CEO Dario Amodei's prediction of AI destroying half of entry-level white-collar jobs and raising unemployment rates.
- Huang believes it is illogical to suggest that AI will take over jobs and that the solution is to open AI development to the world for oversight.
- He argues that AI will change jobs rather than eliminate them, making companies more productive and creating more jobs.
- Huang does not see AI as an existential threat as long as there is monitoring among AI systems.
- He discusses achieving artificial general intelligence (AGI) and the role of large language models (LLMs) in advancing technologies like autonomous driving.
- Nvidia is partnering with Mistral AI to develop AI data centers in Europe to optimize cloud computing services for AI workloads.
- Huang aims to provide financing and chips for Mistral AI's CoreWeave project, which focuses on AI data centers.
- The session concluded with Huang interacting with analysts and journalists, expressing his fear of public speaking.
- Nvidia CEO's views on AI predictions and developments were shared during a private briefing at the VivaTech 2025 conference in Paris.
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