Google has debuted a new accelerator chip, Ironwood, a tensor processing unit designed specifically for inference — the ability of AI to predict things. Ironwood will power Google Cloud’s AI Hypercomputer, which runs the company’s Gemini models and is gearing up for the next generation of artificial intelligence workloads. Google’s TPUs are similar to the accelerator GPUs sold by Nvidia, but unlike the GPUs they’re designed for AI and geared toward speeding neural network tasks and mathematical operations. Google says when deployed at scale Ironwood is more than 24 times more powerful than the world’s fastest supercomputer. Continue reading Google Ironwood TPU is Made for Inference and ‘Thinking’ AI

China’s Ant Group is using local semiconductors to train AI at a cost that is 20 percent less than companies typically spend, according to reports. Ant used domestic chips — from companies including Alibaba, an investor in Ant, and Huawei — to launch a unique Mixture of Experts (MoE) training approach that produced results commensurate to training with Nvidia H800 chips. Ant is the latest Chinese company to focus on low cost training, joining a competition triggered by DeepSeek, which in January announced it could build AI comparable to the models released by U.S. companies like OpenAI, Anthropic and Google for billions less. Continue reading Ant Group Stacks Chips to Reduce Development Costs for AI

Meta Platforms has reportedly begun “a small deployment” of its first in-house chip designed for AI training. The accelerator chip is engineered around the open-standard RISC-V architecture. TSMC produced the working samples now being tested. The goal is to create purpose-specific chips that are more efficient than Nvidia’s general purpose GPUs, enjoying the cost-savings that would come with wide use and reducing reliance on outside chip suppliers in a tight market. If the tests go well, Meta plans to scale up production for expanded use by 2026. Details of the new chip’s specifications remain unknown at this time. Continue reading Meta Tests New AI Accelerator Chip Designed with Broadcom

Taiwan semiconductor firm TSMC, the world’s largest chipmaker, has vowed to add another $100 billion to its existing $65 billion plan to expand its U.S. manufacturing base. The total allocation — $165 billion over the next four years — sees TSMC further building out its advanced semiconductor fabrication complex in Phoenix, Arizona, which has been producing at volume since late 2024. The expansion plays a key role in strengthening the U.S. computer ecosystem by increasing U.S. production of advanced semiconductors, TSMC says, adding that it will “complete the domestic AI supply chain” with advanced packaging investments. Continue reading TSMC Will Boost Its Factory Build-Out in U.S. by $100 Billion

Nvidia delivered stellar earnings again, with profit up 80 percent to $22.09 billion for fiscal Q4, the period that ended January 26, 2025. Record quarterly revenue hit $39.3 billion, a 12 percent uptick from Q3 and a 78 percent increase year-over-year, driven in part by sales of the company’s Blackwell AI chips. The results rebut predictions that the leading-edge chipmaker would suffer due to a recent wave of Chinese AI models created using fewer and largely older chips. That trend rocked Nvidia stock over the past quarter, but the Silicon Valley-based company managed to maintain momentum. Continue reading New Blackwell AI Chip Helps Boost Nvidia to Record Quarter

OpenAI is getting close to finalizing its first custom chip design, according to an exclusive report from Reuters that emphasizes the Microsoft-backed AI giant’s goal of reducing its dependency on Nvidia chips. The blueprint for the first-generation OpenAI chip could be finalized as soon as the next few months and sent to Taiwan’s TSMC for fabrication, which will take about six months — “unless OpenAI pays substantially more for expedited manufacturing” — according to the report. Even by usual standards, the training-focused chip is already on a fast track to deployment. Continue reading OpenAI In-House Chip Could Be Ready for Testing This Year

Nvidia sales were up 94 percent to $35 billion in the most recent quarter when profits more than doubled, to $19.3 billion, telegraphing the strength of the artificial intelligence boom that took the company from the top supplier of graphics boards for gaming PCs to the world’s most valuable public company with a market cap of $3.59 trillion. Nvidia founder and CEO Jensen Huang told analysts that demand for the company’s latest AI chip, Blackwell, has been “incredible,” driving projections of $3.59 trillion in revenue for the current quarter as customers begin to take shipments. Continue reading AI Boom Boosts Nvidia Sales by 94 Percent as Profits Double

Nvidia has debuted a new AI model, Llama-3.1-Nemotron-70B-Instruct, that it claims is outperforming competitors GPT-4o from OpenAI and Anthropic’s Claude 3.5 Sonnet. The impressive showing has prompted speculation of an AI shakeup and a significant shift in Nividia’s AI strategy, which has thus far been focused primarily on chipmaking. The model was quietly released on Hugging Face, and Nvidia says as of October 1 it ranked first on three top automatic alignment benchmarks, “edging out strong frontier models” and vaulting Nvidia to the forefront of the LLM field in areas like comprehension, context and generation. Continue reading Nvidia’s Impressive AI Model Could Compete with Top Brands

Nvidia has unveiled the NVLM 1.0 family of multimodal LLMs, a powerful open-source AI that the company says performs comparably to proprietary systems from OpenAI and Google. Led by NVLM-D-72B, with 72 billion parameters, Nvidia’s new entry in the AI race achieved what the company describes as “state-of-the-art results on vision-language tasks, rivaling the leading proprietary models (e.g., GPT-4o) and open-access models.” Nvidia has made the model weights publicly available and says it will also be releasing the training code, a break from the closed approach of OpenAI, Anthropic and Google. Continue reading Nvidia Releases Open-Source Frontier-Class Multimodal LLMs

IBM is the first cloud customer for Intel’s Gaudi 3 AI accelerator chip, which it will make available in early 2025. The Gaudi 3 will be available for hybrid and on-site environments via the IBM Cloud, as part of Watsonx AI and on IBM data platforms. Gaudi 3, which began shipping in Q2 and is expected to go into mass production later this year, is IBM’s AI challenger to GPU accelerators from Nvidia and AMD, the latter having in January begun shipping its own HPC solution, the MI300X. Unlike that chip and Nvidia’s Hopper H100 and more recent Blackwell B200, the Gaudi 3 is not a GPU, but built on an architecture specifically for inference and deep learning. Continue reading IBM Cloud Is First to Widely Implement Intel Gaudi 3 AI Chips

Nvidia has had another impressive quarter. Record revenue of $30 billion in Q2 was up 122 percent from a year ago, while data center revenue of $26.3 billion marked a 154 percent increase from the same period in 2023. The performance was seen by many as an assurance of AI’s staying power, although others raised concern that if the AI companies buying chips do not start generating profits soon, the sugar high of the two-year AI boom could precede a crash. Nvidia took the occasion to tout its next-generation Blackwell chips, reassuring investors that a mid-production “tweak” would not delay release. Continue reading AI Boom Continues to Drive Strong Nvidia Revenue and Profit

Samsung Electronics saw net profit rise sixfold in Q2, surging 46 percent — to $7.11 billion — compared to Q1. The buoyant results for the South Korean electronics manufacturer were driven by its semiconductor business and the demand for advanced chips needed to fuel the global boom in artificial intelligence. Although the company is the world’s top smartphone manufacturer, more than half of the quarter’s operating profit came from chip-making for the latest reporting period. Revenue for the April through June quarter resulted in a 23.42 percent increase year-over-year, while profit soared 1,458 percent. Continue reading Demand for Advanced Semiconductors Drives Samsung Profits

Qualcomm revenue increased 11 percent to $9.39 billion for the second quarter, beating analyst expectations. Its core business, processor sales for smartphones and other mobile devices, was up 12 percent. Overall, profit was up by 26 percent year-over-year for the period ending in June. The period benefited from the launch of PC chips in the company’s Snapdragon X Series optimized for artificial intelligence. President and CEO Cristiano Amon called the move into PCs and laptops “a significant milestone in our transformation from a communications company to a leading intelligent computing company.” Continue reading Qualcomm’s 26 Percent Q2 Profit Growth Propelled by AI Chips

U.S. tech companies are fighting back against what they feel are overly oppressive European Union regulations by withholding products from that market. Meta Platforms will not release its next Llama multimodal AI model there, along with future products. Apple last month said certain Apple Intelligence AI features will not be released in the EU. Previously, tech companies would accommodate regional laws by adapting global strategies so they could do business everywhere with the same products. Given the restrictions of the Digital Markets Act and other EU rules, Big Tech is signaling that may no longer be possible. Continue reading Tough EU Laws Prompt Meta, Apple to Withhold New Products

Samsung Electronics will receive up to $6.4 billion in funding for semiconductor manufacturing in the U.S. as part of the CHIPS and Science Act. Samsung Semiconductor CEO Kye Hyun Kyung and Commerce Secretary Gina Raimondo celebrated the news this week at the company’s Taylor, Texas plant. The funds are earmarked for Samsung’s expansion in Central Texas to create additional manufacturing capabilities of essential chips for the AI, automotive, IoT, aerospace and other sectors. With the funds, Samsung is “strengthening the local semiconductor ecosystem and positioning the U.S. as a global semiconductor manufacturing destination,” Kyung said. Continue reading Samsung Will Receive Up to $6.4 Billion in CHIPS Act Funding