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The US-China tech race is moving from chips to the raw materials they're made of
- Rare earths play a key role in the global race for AI dominance between the US and China, and are often compared to oil in the Middle East.
- China accounts for 60% of the world's rare earth supply and 90% of global refining output. It has recently tightened its grip on the rare earths sector, which has been met with concerns over supply chain shocks.
- China's processes and refines critical minerals used in tech products, leaving the US vulnerable to supply chain shocks and potentially undermining its economic and national security.
- China's increased control over rare earths resources could be used as leverage in a trade war between the US and Beijing, as chips are at the forefront of the conflict. Taiwan Semiconductor Manufacturing Company is the key supplier to AI chip giant Nvidia, one of the most powerful companies in the tech rivalry.
- An Oxford Economics report published in July suggested that if the trade dispute between the US and China escalated then China might pull its rare earths card.
- Beijing's moves to control critical minerals and rare earths are part of its broader toolbox developed over the past four years. This is why some analysts have drawn comparisons between the US-China conflict and the Cold War.
- The US is also considering limiting export licenses for Nvidia and AMD chips in an unfolding trade war that has also hit several sensitive industries.
- In the 2020s, various countries are trying to diversify their rare earth supply chains due to the high cost of investment and environmental concerns.
- There are fears that if China tightens the supply chain for rare earths even more, it could leave the US open to supply shocks, driving up inflation for end products
- Economic and foreign relations experts say the dynamics between the US and China during this tech race is creating two parallel systems, as the US and China are dividing themselves and their allies into their own separate camps.
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Siliconangle
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AI cloud operator CoreWeave closes $650M secondary sale
- CoreWeave Inc. has closed a $650 million secondary sale.
- The sale was led by Jane Street, Magnetar, Fidelity Management, and Macquarie Capital.
- The deal values CoreWeave at $23 billion, $4 billion more than its previous valuation.
- CoreWeave plans to expand its network of AI-optimized data centers and aims to have 28 facilities by the end of the year.
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Gizchina
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Rumored consumer Nvidia APU reportedly on par with RTX 4070 Laptop in gaming
- Nvidia is rumored to be developing an ARM-based chip for high-efficiency gaming.
- The rumored Nvidia APU is expected to offer gaming performance on par with the RTX 4070 Laptop GPU running at 65W.
- The APU is said to be a competitor to the AMD Strix Halo APUs, featuring an RDNA 3.5 iGPU with up to 40 CUs.
- The Nvidia APU is also expected to include an NPU for on-device AI capabilities.
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Digitaltrends
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Nvidia just scaled down DLSS 3, and that’s a good thing
- Nvidia's DLSS 3 has been scaled down, which is actually a positive development for graphics cards.
- The latest version, 3.8.10, is about half the size of the previous version.
- Nvidia removed multiple presets and replaced them with just two, making it easier for gamers to choose between performance and graphics quality.
- The update simplifies game settings optimization and speculation about DLSS 4 is ongoing.
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Analyticsindiamag
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The CUDA Killer
- Nvidia CEO, Jensen Huang, has said that the company's AI engineers’ goal is to “build once, run everywhere” with CUDA. The company plans to maintain its software indefinitely, even programming languages like C which was cited as an example by Huang. Today, five million developers across around 40,000 companies use CUDA with over 300 code libraries, 600 AI models, and support for 3,700 GPU-accelerated applications, catering to diverse computing needs.
- AMD has launched a competitor to NVIDIA’s CUDA called ROCm 6.2, which Sasank Chilamkurthy, the founder of Johnaic, said has an advantage thanks to its support for PyTorch. ROCm was certainly developed to rival CUDA’s popularity, while AMD has been cultivating an ecosystem with products like its new MI325X accelerators for training and inferencing LLM's.
- Vamsi Bopanna, SVP of AI at AMD, explained that ROCm is designed to connect with ecosystem components and frameworks like PyTorch and model hubs like Hugging Face, and AMD also supports various open-source frameworks like ONXX Runtime and more. Bradley McCredie, corporate vice president at AMD, explained that ROCm eliminates dependence on hardware-specific languages like CUDA through frameworks like Triton, which has enabled AMD GPUs with ROCm to offer a more cost-effective option when compared to NVIDIA GPUs with CUDA.
- However, CUDA is a more mature platform than ROCm. NVIDIA's ecosystem around it is extensive, with a large developer community, extensive documentation, and a broad set of tools for debugging and profiling. While AMD is still developing ROCm to catch up, historically, hardware companies have struggled with building and maintaining strong software ecosystems. Using OpenCL as an example, the user pointed out that although it was supported by hardware companies, it failed to develop into a strong competitor due to inconsistent support and a lack of ecosystem investment.
- At present, CUDA is dominant in GPU programming. 95% of the AI chip market is controlled by NVIDIA, but ROCm offers a compelling alternative for companies requiring an open software ecosystem for deploying high-performance AI models optimized for AMD hardware.
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Pcgamesn
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This new modular Nvidia GeForce RTX gaming laptop could make GPU upgrades easy
- A unique new modular Nvidia RTX 4060 laptop has been unveiled, enabling potential graphics card upgrades.
- The Firebat Huan 16 Air gaming laptop separates the GeForce RTX GPU onto a separate board from other components.
- Most gaming laptops restrict graphics card upgrades, but this modular design could change that.
- The design allows for easy replacement or upgrade of the Nvidia GPU.
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Insider
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Apple Vision Pro's killer app is actually just working on your laptop?
- The Apple Vision Pro has been in need of a "killer app."
- Despite its price tag, it lacks a compelling reason to buy.
- Some argue that using the Vision Pro as a computer is its killer feature.
- However, skepticism remains regarding its ability to replace multiple monitors.
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Insider
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Intel is far from becoming the American chipmaking powerhouse the US needs
- Intel is struggling to gain market share in the semiconductor industry.
- Intel becoming a globally competitive US chip manufacturer is vital for the US economy.
- The U.S. government officials are counting on Intel to lead the country's chip manufacturing renaissance but the company is struggling to meet expectations.
- If Intel falls short, there is reasonable concern that advanced fabs will not be sustainably available in the US.
- Intel's recent struggles have raised concerns among some government officials.
- Intel announced it will be expanding its collaboration with Amazon Web Services
- Competing with the likes of TSMC and Nvidia will be an uphill battle.
- Intel is the largest recipient of funding from the CHIPS Act, which included $52.7 billion in tax breaks and subsidies intended to bolster the US semiconductor industry
- Intel hasn't met the benchmarks yet for receiving the funds to expand its operations in Arizona, Ohio, New Mexico, and Oregon.
- Government officials have discussed whether Intel should receive additional financial support or merge its chip design business with a competitor.
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Analyticsindiamag
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Nutanix Expands its AI Platform for Enterprise Cloud
- Nutanix has launched Nutanix Enterprise AI, a solution for large scale generative AI applications.
- The platform allows organizations to manage, deploy, and scale AI models across any Kubernetes platform.
- Partnerships with NVIDIA and Hugging Face ensure optimized model performance and compatibility with open foundation models.
- Nutanix Enterprise AI addresses skill shortages, simplifies deployment, ensures data privacy and security, and provides enterprise-grade reliability for AI workloads.
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VoIP
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NVIDIA and SoftBank Forge AI Supercomputer Alliance in Japan
- NVIDIA and SoftBank have partnered to establish Japan's most powerful AI supercomputer using NVIDIA's Blackwell platform.
- SoftBank aims to unlock billions in AI revenue for telecom operators by combining AI and 5G networks.
- SoftBank plans to create an AI marketplace to meet Japan's demand for secure, local AI computing.
- Through this collaboration, Japan is poised for an AI industrial revolution, benefiting various sectors and marking a new growth era.
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Insider
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SoftBank is Nvidia's first Blackwell chips customer. Here's what they're going to be used for.
- SoftBank Group will be the first customer to use Nvidia's Blackwell chips.
- The chips will be used to develop an AI supercomputer in Japan, scheduled for early 2025.
- The collaboration aims to accelerate AI adoption in Japan, particularly in telecommunications, robotics, and healthcare.
- The partnership highlights SoftBank's relationship with Nvidia and its focus on AI investments.
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Insider
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AWS is negotiating a huge deal to supply IBM with Nvidia GPUs via the cloud
- AWS is in negotiations for a potential $475 million cloud deal with IBM to provide Nvidia GPUs.
- The deal would involve IBM using AWS's EC2 servers equipped with Nvidia's AI chips for AI training.
- This potential agreement would expand the partnership between AWS and IBM in the AI space.
- AWS's AI business is growing rapidly and expected to generate multi-billion dollars in revenue this year.
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The Robot Report
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Rockwell Automation adds NVIDIA Omniverse to digital twin software
- Rockwell Automation is integrating NVIDIA Omniverse APIs into its Emulate3D digital twin software.
- The integration will enhance factory operations through artificial intelligence and physics-based simulation technology.
- The integration is planned for early 2025 and will enable improved visualization and simulation capabilities for manufacturing environments.
- The Emulate3D software helps users preemptively identify potential control issues, saving time and resources during implementation.
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Cgmagonline
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NVIDIA’s New App Offers Faster Updates, Redesigned Overlay, and One-Stop GPU Control
- NVIDIA has launched the NVIDIA app, designed to simplify updates and offer additional features for users with NVIDIA GPUs.
- The app helps users keep their PCs updated with the latest drivers and enables quick installation of NVIDIA applications.
- It features a unified GPU control center for fine-tuning games and programs, as well as a redesigned in-game overlay.
- The app offers faster installations, a modernized UI, and integrates features from GeForce Experience and RTX Experience.
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Pcgamesn
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Goodbye Nvidia GeForce RTX 4060? Popular gaming GPU production reportedly halted
- Nvidia has reportedly halted production of the AD106 GPU used in its GeForce RTX 4060 and 4060 Ti graphics cards.
- The company is freeing up production lines to focus on producing the new RTX 5000 GPUs, expected to launch in January 2025.
- Nvidia plans to release the flagship RTX 5090 GPU along with three other GPUs in the first quarter of 2025.
- The decision to halt production is aimed at increasing production capacity for the upcoming GPUs.
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