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Insider
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Stock of the Day: Intel spikes 5% after proposal for major AI firms to run company's chipmaking foundry
- Intel stock jumped 5.5% on reports of a foundry joint venture with major chip makers.
- TSMC approached Nvidia, Advanced Micro Devices, and Broadcom for the JV.
- If a deal is reached, it could mark a positive reversal for Intel's fortunes.
- Interest from other US chipmakers in Intel's foundry has been mounting.
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Digitaltrends
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AMD takes lead over Nvidia, but how long will it last?
- A recent survey reveals that many gamers preferred AMD over Nvidia when buying a GPU.
- Most participants in the survey opted for buying an AMD RX 9000 series GPU.
- Availability of Nvidia GPUs at the time of launch and affordability of AMD GPUs contributed to AMD's lead.
- As Nvidia fills its stock, the scales may tip in their favor once again.
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Insider
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From Amazon to Pinterest: The 40 tech companies that file the most H-1B immigrant work visas
- Tech companies, especially giants like Amazon and Microsoft, file for thousands of H-1B visas annually for skilled foreign workers.
- President Trump's immigration policies have caused a stir around the future of H-1B visas, sparking debate within the tech industry.
- Key figures in Trump's base have expressed opposition to the H-1B program, while tech leaders like Elon Musk acknowledge the need for improvement.
- A public analysis revealed that tech companies like Amazon, Microsoft, Google, Meta, and Apple are among the heaviest users of H-1B visas.
- These companies utilize the program to fill various roles such as software engineers, research positions, and data science roles.
- In the 2024 fiscal year, Amazon filed the most H-1B requests with a total of 14,783, followed by Microsoft, Alphabet, Meta, and Apple.
- The top 40 tech companies sponsoring H-1B visas also include IBM, Intel, Oracle, Tesla, Salesforce, Nvidia, Cisco, and Qualcomm, among others.
- The future of the H-1B program remains uncertain, and any changes could significantly impact America's largest technology companies.
- While the number of filings does not directly translate to hires, these companies rely on H-1B visas to access global talent for critical positions.
- The analysis focused on tech product companies like Amazon, Microsoft, and Google, excluding IT consulting firms traditionally large users of H-1B visas.
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Unite
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From Evo 1 to Evo 2: How NVIDIA is Redefining Genomic Research and AI-Driven Biological Innovations
- Scientists aim to decode biological sequences to unlock complex biological processes and revolutionize fields like personalized medicine and environmental sustainability.
- Traditional tools have struggled with the complexity of biological sequences, but the rise of generative AI enables scaling over trillions of sequences for better understanding.
- Evo 1, a groundbreaking AI model, focused on molecular biology's central dogma and genetic information flow, bridging molecular biology and evolutionary genomics.
- Evo 1 predicted molecular interactions and genetic variations but faced challenges with complex eukaryotic genomes, leading to the development of Evo 2.
- Evo 2, built on lessons from Evo 1, can predict functional consequences of genetic variation across all life domains due to its improved parameters and sequence length capacity.
- Evo 2's zero-shot prediction capability allows accurate classification of genetic mutations and offers applications in healthcare, drug discovery, genetic engineering, agricultural biotechnology, and environmental science.
- Challenges for Evo 2 include computational complexity and the need to understand how to design novel biological systems effectively.
- NVIDIA's open-source approach with Evo 2 enables researchers worldwide to explore its capabilities, driving innovation in genomics and biotechnology.
- Evo 2's advancements in genomic modeling hold transformative potential for personalized medicine, sustainable solutions, and reshaping biological sciences and environmental sustainability.
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Siliconangle
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Google reportedly negotiating $115M deal for eye-tracking startup AdHawk Microsystems
- Google is reportedly in final talks to acquire eye-tracking startup AdHawk Microsystems for $115 million.
- The acquisition is part of Google's renewed push into headsets and smart glasses.
- AdHawk Microsystems specializes in advanced eye-tracking technology that eliminates the need for traditional cameras.
- The company's capabilities in micro-electromechanical systems eye tracking make it suitable for integration into consumer electronics, such as smart glasses.
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The Verge
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Everything we know about Apple’s Vision Pro
- Apple unveiled the Vision Pro at WWDC 2023, its first visionOS device set to launch on February 2nd at a starting price of $3,499.
- The Vision Pro features advanced display technology, including hand and eye tracking, but its controls can be inconsistent.
- The headset uses two Apple Silicon chips (M2 Ultra and R1) and offers up to two hours of usage with a tethered battery pack.
- Users can switch between AR and VR seamlessly and engage in natural control using hand and eye tracking, as well as voice commands.
- Apple's Vision Pro has received mixed reviews, with praise for its technical capabilities but criticism for certain tradeoffs.
- Additional features include the ability to display the user's eyes on the front when interacting with others, and the option to add prescription lenses from Zeiss.
- The Vision Pro has sparked discussions about its potential impact on the VR and AR landscape, with a focus on its price point and technological advancements.
- Various updates and partnerships related to the Vision Pro, such as collaborations with companies like Metallica and Disney, have been highlighted in the coverage.
- Apple's plans for future developments in the VR and AR space, including a rumored AR glasses project, continue to generate anticipation and speculation.
- Overall, the Vision Pro represents Apple's foray into immersive technologies, aiming to push boundaries and deliver innovative experiences to users.
- The reception to the Vision Pro remains a blend of excitement for its potential and scrutiny of its performance and features.
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Medium
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China has entered the era of dark factories — Fully automated Factories
- China has entered the era of dark factories, which are fully automated manufacturing plants with minimal to no human presence.
- Dark factories in China operate using machines, robots, and AI, enabling continuous production without breaks.
- They offer increased productivity, cost reduction, precision, quality control, flexibility, and customization.
- China's 'Made in China 2025' initiative focuses on innovation, digital transformation, and smart manufacturing using dark factories.
- Government support in China has led to the adoption of robotics and AI in many companies for operational streamlining.
- Challenges include job losses, labor market disruption, high initial investment, cybersecurity risks, and supply chain vulnerabilities.
- Dark factories give China a competitive advantage globally in manufacturing and influence labor dynamics and technology transfer.
- As dark factories evolve with AI, machine learning, and robotics, they are expected to further expand across China's manufacturing sectors.
- The future of manufacturing lies in automation, and embracing dark factories will be essential for businesses to stay competitive.
- Despite challenges, the benefits of dark factories include efficiency, cost reduction, precision, and their impact on global supply chains and labor markets.
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Arstechnica
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Leaked GeForce RTX 5060 and 5050 specs suggest Nvidia will keep playing it safe
- Leaked specs suggest Nvidia may be launching GeForce RTX 5060 and 5050 lower-end cards soon.
- These xx60 and xx50 cards are popular among PC gamers.
- The specs indicate a refresh with a move to the next-generation architecture, increased CUDA cores, and a shift to GDDR7.
- The cards will likely target 1080p gaming and might have increased power consumption.
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Medium
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The Rise and Fall of Google Stadia: A Post-Mortem Analysis of Cloud Gaming’s Most Ambitious…
- Google Stadia was positioned as a 'Netflix for games' with a focus on cloud gaming, aiming to deliver high-fidelity gaming experiences without the need for consoles or high-end PCs.
- Stadia utilized custom AMD GPUs and edge computing nodes across 76 countries to minimize latency, with independent tests reporting varying latency experiences for players.
- Challenges for Stadia included high latency issues, limited internet speeds globally, confusion regarding subscription models and game purchases, and a modest game library lacking exclusivity.
- Stadia's Linux-based architecture created challenges for developers, leading to high porting costs and limited adoption of the platform for game releases.
- Stadia's integration with YouTube for interactive gaming experiences faced limited developer participation, hindering its community-driven vision.
- Google's focus on appealing to 'premium gamers' overlooked broader market segments, leading to hardware and pricing missteps that hindered Stadia's competitiveness against established consoles.
- Competitors like Microsoft and Sony leveraged their existing ecosystems to offer seamless cloud gaming experiences, emphasizing user retention and content cohesion where Stadia fell short.
- Stadia's reputation for discontinuing services and lack of developer confidence impacted its ability to secure exclusive content and build a loyal user base.
- Future cloud gaming services are expected to focus on cross-buy incentives, exclusive cloud features, and better market alignment to avoid the pitfalls faced by Stadia.
- Stadia made technical advancements but failed to balance technical ambition with consumer needs, leading to its shutdown despite the growing cloud gaming market.
- The failure of Stadia underlines the importance of reliable infrastructure, strong content offerings, and clear monetization strategies for the success of cloud gaming platforms.
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Pcgamesn
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Nvidia GeForce RTX 5000 launch is a trash fire that takes PC gamers for granted
- Nvidia's approach to gaming GPUs over the last 25 years has been described as relentless, but recently, it has become complacent.
- Nvidia's latest gaming GPUs lack big architectural changes and seem to be the product of a company coasting along without innovation.
- The company's focus on AI has impacted its commitment to gaming, leading to issues with quality control, manufacturing, and supply.
- The launch of Nvidia GeForce RTX 5000 has disappointed PC gamers.
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Ubuntu
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Join Canonical at NVIDIA GTC 2025
- Canonical, known for Ubuntu and open source software, will be present at NVIDIA GTC 2025 in San Jose from March 18th-21st.
- They offer AI solutions on Ubuntu built in collaboration with NVIDIA for cloud to edge innovation.
- Canonical provides reference architectures for open-source chatbots, edge AI, machine learning infrastructure, and AI at the edge.
- Their showcase includes Ubuntu on NVIDIA Jetson™ managed with Canonical Landscape for seamless deployment and management.
- A new reference architecture using open-source LLMs and NVIDIA tech simplifies chatbot application development.
- Canonical introduces a reference architecture for AI inference at the edge, ensuring scalability, security, and efficiency.
- They also present a reference architecture for open-source machine learning infrastructure with MicroK8s, Charmed Kubeflow, and Dell PowerEdge.
- Session on building enterprise sovereign AI by Nicholas Dimotakis from Canonical will explore secure AI infrastructure.
- Canonical and NVIDIA's collaboration optimizes Ubuntu for NVIDIA GPUs, offering enhanced performance and security.
- Join Canonical at GTC to explore solutions leveraging Open Source software with security and compliance benefits.
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VentureBeat
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Cerebras just announced 6 new AI datacenters that process 40M tokens per second — and it could be bad news for Nvidia
- Cerebras Systems announced the expansion of six new AI data centers in North America and Europe to increase its inference capacity to over 40 million tokens per second.
- The company aims to cater to the growing demand for fast AI inference and compete with Nvidia in this market segment.
- Partnerships with Hugging Face and AlphaSense further strengthen Cerebras' position by providing wider access to their high-speed AI inference services.
- Cerebras' specialized hardware is designed to run AI models 10 to 70 times faster than GPU-based solutions, appealing to customers seeking speed and efficiency.
- The company focuses on high-speed inference applications like real-time voice and video processing, reasoning models, and coding, enhancing developer productivity.
- Cerebras' investment in resilient infrastructure, like the tornado-resistant Oklahoma City facility, showcases its commitment to reliability and continuity of service.
- The expansion comes at a time when the AI industry prioritizes inference capabilities for deploying generative AI in production applications efficiently.
- With a significant presence in the United States, Cerebras also contributes to advancing domestic AI infrastructure and technological sovereignty.
- Cerebras' strategy of focusing on high-speed inference over competing across all AI workloads positions them as a leader in a niche market segment.
- Through cost-efficient services and faster AI model processing, Cerebras offers a compelling alternative to GPU-based solutions for various applications.
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Insider
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Image Credit: Insider
Sam Altman spoke recently at a private conference. Here's what was discussed, including AI and deflation
- OpenAI CEO Sam Altman attended Morgan Stanley's tech conference in San Francisco last week.
- Altman discussed the potential deflationary impact of AI, which is often underappreciated and misunderstood by investors.
- OpenAI highlighted significant capacity constraints, with a fully saturated fleet of GPUs for training and inference.
- OpenAI stated that it is not concerned about the supply of training data, as it can generate synthetic data.
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Insider
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Nvidia's 30% sell-off makes it cheaper than when ChatGPT launched — at least by one metric
- Nvidia's price-to-earnings ratio has dropped and is now lower than when ChatGPT launched in 2022.
- The decline is due to a 30% decrease in Nvidia's stock from its 52-week high.
- Melius Research remains optimistic about Nvidia and its upcoming conference.
- Nvidia's valuation multiple is at its lowest level since August 2019, making it cheaper than when ChatGPT was released.
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Pcgamesn
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Image Credit: Pcgamesn
Best graphics card 2025
- The choice of the best graphics card is crucial in determining gaming performance and visual quality.
- Nvidia's RTX 5000 series, particularly the RTX 5090 and RTX 5080, offer top-tier performance and features like DLSS 4.
- AMD's RDNA 4 lineup, including the Radeon RX 9070 XT and Radeon RX 9070, competes with the RTX 5070 for mid-range supremacy.
- There are also upcoming budget GPUs, such as the RTX 5060 and Radeon RX 9060, which will provide affordable options for gaming enthusiasts.
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