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NVIDIA Takes the Throne, the World’s Most Valuable Company

  • NVIDIA has surpassed Apple as the world's most valuable company.
  • Apple's success has been based on refinement rather than revolution.
  • NVIDIA is dominating the AI and data center space.
  • NVIDIA's rise signifies a shift in the tech landscape towards AI and innovation.

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Analyticsindiamag

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Meta’s Embodied AI Can Now Feel Your Touch

  • Meta's Fundamental AI Research (FAIR) released three new research artefacts that advance touch perception, robot dexterity, and human-robot interaction.
  • Meta Sparsh is a general-purpose encoder for vision-based tactile sensing that integrates robots with the sense of touch.
  • Meta released Meta Digit 360, a tactile fingertip with multimodal sensing capabilities, and Meta Digit Plexus, a platform that integrates various tactile sensors into a single robotic arm.
  • Meta's advancements in robotics aim to help builders develop machines that understand the world and support their goal of reaching advanced machine intelligence (AMI).

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Analyticsindiamag

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Losing Touch with the Metaverse, Meta Turns to Robotics

  • Meta's Fundamental AI Research (FAIR) has released three new research artefacts that advance touch perception, robot dexterity, and human-robot interaction.
  • Meta Sparsh is a general-purpose encoder for vision-based tactile sensing, integrating robots with the sense of touch.
  • Meta Digit 360 is a tactile fingertip with multimodal sensing capabilities, while Meta Digit Plexus is a platform that integrates various tactile sensors into a robotic arm.
  • Meta's advancements in robotics aim to help builders develop machines that understand the world and support their goal of reaching advanced machine intelligence (AMI).

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Nvidia Asked SK Hynix To Advance Next-Gen AI Memory Production

  • Nvidia CEO Jensen Huang asked SK Hynix to advance the production of next-gen high-bandwidth memory (HBM) chips by six months.
  • This request was made due to explosive demand for AI infrastructure building blocks.
  • SK Hynix is working to move up the delivery date as per Huang's request.
  • The CEO of SK Group mentioned the challenges faced by the AI industry, including limited chip manufacturing capacity and the need for high-quality data.

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What to expect during SC24: Join theCUBE Nov. 19-21

  • This year's SC24 is set to explore the latest developments in networking, storage and beyond.
  • AI infrastructure updates promise to bring even more clarity.
  • Advanced AI and analytics continue to integrate into fields like HPC, storage and networking.
  • The event is one of the most exciting shows of the year, exploring the latest developments in HPC and AI infrastructure.
  • Companies like Dell, Hewlett Packard Enterprise and IBM will share their insights and use cases from these sectors.
  • A range of analysts with theCUBE will discuss the latest advancements in AI infrastructure alongside industry leaders at the event.
  • AI server business has been growing dramatically, contributing to 9% year-over-year top-line revenue growth as Dell’s pipeline is now several multiples of the backlog, which is approaching $4bn.
  • Major players, including IBM, remain optimistic that AI will drive future growth.
  • Over the past year, major players unveiled new hardware solutions aimed at supporting AI workloads and scalable infrastructure for HPC environments.
  • Dell has sought to integrate compute, storage and networking for seamless hybrid AIOps, making it possible to do some of this work on-prem vs. exclusively in the cloud

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Save a massive $365 on this MSI gaming laptop with an Nvidia GeForce RTX 4090

  • Act fast and get a $365 price reduction on the MSI gaming laptop with an Nvidia GeForce RTX 4090.
  • MSI Titan 18 HX A14V offers one of the highest gaming laptop specs ever seen.
  • Keep an eye out for the upcoming review of this laptop.

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Huawei’s Ascend 910C: A Bold Challenge to NVIDIA in the AI Chip Market

  • Huawei's Ascend 910C is a significant challenge to NVIDIA’s dominance in AI chip market, particularly in China, as the Ascend 910C's competitive performance, energy efficiency, and integration within Huawei's ecosystem make it a strong contender for enterprises looking to scale their AI infrastructure.
  • Huawei's Ascend 910C promises competitive performance, energy efficiency, and strategic integration within Huawei’s ecosystem, potentially reshaping the dynamics of the AI chip market.
  • The Ascend series began with the Ascend 310 designed for edge computing, and the Ascend 910 aimed at high-performance data centers.
  • The Ascend 910 was recognized as the world's most powerful AI processor, delivering 256 teraflops (TFLOPS) of FP16 performance, while the Ascend 910C promises up to 320 TFLOPS of FP16 performance and 64 TFLOPS of INT8 performance.
  • NVIDIA's A100 and H100 GPUs, built on the Ampere and Hopper architectures, respectivel, with A100 delivering up to 312 TFLOPS of FP16 performance and H100 offers even more robust capabilities.
  • Reports indicate that Huawei has started distributing prototypes of the Ascend 910C to major Chinese companies, including ByteDance, Baidu, and China Mobile.
  • The success of the Ascend 910C will rely heavily on Huawei's ability to develop a robust software ecosystem and strengthen its strategic partnerships to solidify its position in the evolving AI chip industry.
  • The AI chip industry will likely keep evolving, with technologies like quantum computing and edge AI reshaping the domain.
  • Huawei aims to strengthen its foundations in the AI chip market by continuing to invest in research and forming strategic partnerships.
  • Geopolitical factors have significantly influenced Huawei's strategy. With US restrictions limiting its access to advanced semiconductor components, Huawei has increased its investments in R&D and collaborations with domestic chip manufacturers.

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New Nvidia GeForce RTX 5090 gaming GPU could be coming sooner than expected

  • The Nvidia GeForce RTX 5090 could be coming sooner than expected, as per a new leak.
  • Originally expected to be unveiled at CES 2025, there are now rumors of a possible 2024 release.
  • The RTX 5090 is anticipated to be the best graphics card with 32GB of VRAM and 21,760 CUDA cores.
  • Nvidia has not provided any official release date or announcement for the GPU yet.

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Nvidia’s RTX 50-series may launch ‘soon,’ whatever that means

  • Nvidia's RTX 50-series is expected to launch soon.
  • Reputable leaker kopite7kimi hinted at an early release, but the exact date remains uncertain.
  • Initial leaks suggested a September 2024 release, but that did not happen.
  • Nvidia CEO Jensen Huang is expected to provide an update at CES 2025.

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The XR Week Peek (2024.11.05): Google Play Store is preparing for XR, Meta Reality Labs financials released, and more!

  • Google is preparing its Play Store for the launch of the Samsung headset, considering a partnership with Meta never happened.
  • Meta released its financial situation for Q3 2024, and reported $0.27B of revenues and $4.70B of losses.
  • Apple may have postponed the release of the cheaper Apple Vision headset, beyond 2027.
  • Oasis is a new experimental project which lets you play the game generating everything completely automated by AI, without needing coding.
  • XR News includes Meta increasing Quest 3s maximum GPU clock speed, Niantic open-sourcing SPZ format, ARM entering litigation with Qualcomm and more.
  • Some important XR content news includes some Aliens games updates, Behemoth, Metro Awakening gameplay and more.
  • Some interesting Phasmophobia reviews have noted high quality in VR, but technical difficulties on PSVR2.
  • No sponsored messages today, just a plea to donate to the Red Cross to handle the current humanitarian situation in Ukraine.

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Tampere-based Quanscient secures €5.2 million to bring engineering simulation into the quantum era

  • Finnish technology firm Quanscient has raised €5.2 million in a funding round to integrate quantum computing with engineering simulations.
  • Quanscient's platform combines cloud-native multiphysics solvers, cloud computing, and planned quantum features to enhance simulation capacity.
  • The company aims to release a pilot of its first quantum-integrated product in early 2025 and expand the scope of simulations for complex engineering problems.
  • With industry partnerships and growing demand for digital R&D tools, Quanscient is poised to lead in quantum simulations.

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Silicon

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Nvidia To Replace Intel On Dow Jones Industrial Average

  • Nvidia is set to replace Intel on the Dow Jones Industrial Average, marking the end of Intel's 25-year run on the index.
  • Intel has faced difficulties in the AI chip market, where Nvidia dominates, and has seen a decline in stock price and revenue.
  • The changes in the index are aimed at ensuring a more representative exposure to the semiconductors industry and the materials sector.
  • Nvidia's share price has risen significantly this year, while Intel's shares dropped following the news.

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Tallinn-based Miros secures €6 million to reimagine visual search technology

  • Miros, a Tallinn-based startup specializing in visual AI for e-commerce search, has raised €6 million in a pre-Series A round.
  • The funding round was led by EBRD Venture Capital and Tera Ventures, with participation from former Estonian President Toomas Hendrik Ilves as an angel investor.
  • Miros aims to use visual AI technology to improve product discovery in online shopping and help customers find desired items more effectively through images.
  • The company has established partnerships with industry giants like SAP, Nvidia, and PwC, and plans to focus on market expansion in Europe and the US.

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Chip Industry Technical Paper Roundup: Nov. 5

  • New technical papers recently added to Semiconductor Engineering’s library:
  • - Communication Characterization of AI Workloads for Large-scale Multi-chiplet Accelerators by Universitat Politecnica de Catalunya
  • - Recent Advances in Metal-Oxide-Based Photoresists for EUV Lithography by University of South–Eastern Norway
  • - Impact of external magnetic fields on STT-MRAM by Univ. Grenoble Alpes, Everspin, GF, imec, et al.
  • - Hacking the Fabric: Targeting Partial Reconfiguration Fault Injection in FPGA Fabrics by Arizona State University and Karlsruhe Institute of Technology (KIT)

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Siliconangle

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Here’s how Dell is looking to expand APEX Red Hat integration to simplify enterprise storage

  • Dell Technologies has expanded its APEX Red Hat integration to offer solutions with prioritised simplicity and consistency.
  • Solutions to manage increasingly complex IT ecosystems are particularly important to simplify the administration of virtualisation, containers and AI workloads.
  • The company's APEX Cloud Platform for Red Hat OpenShift offers solutions that bring consistency, agility and control by delivering a unified experience across all environments.
  • A recent Gartner report suggests that many companies adopt multiple cloud providers without deliberate planning, creating unnecessary complexity.
  • New updates to the APEX Red Hat integration provides updated Red Hat features, including Red Hat OpenShift virtualization by default, and modernised capabilities for ensuring consistency.
  • Dell's increased choice for customers regarding storage comes with the integration of both PowerStore and Red Hat OpenShift Data Foundation.
  • Moreover, the company is enabling the connection to much of its enterprise storage through its CSM capabilities.
  • Dell is also moving ahead with updates to its compute capabilities with the latest Intel processors and a broader set of Nvidia GPUs.
  • The future for the APEX Red Hat integration involves a goal to enable choice and consistency with simplicity, according to a senior product marketing manager with Dell.
  • By integrating Dell and Red Hat in APEX Cloud Platform for Red Hat OpenShift, the company hopes it can enable customers to focus more on outcomes and innovation.

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