Nvidia logged another record quarter, with Q3 revenue of $18.12 billion, up 206 percent from a year ago and a 34 percent increase from Q2 that exceeded both its own and analyst projections. The surge, attributed to increasing demand for the chips that drive artificial intelligence, logged primarily under Nvidia’s data center results a record $14.51 billion, up 279 percent from the prior year and 41 percent from Q2. Profits swelled to $9.2 billion, a stunning 1,259 percent increase from 2022’s $680 million. The results for Nvidia’s Q3 were for the three-month period ending October 31. Continue reading Nvidia Sales Surge as Rivals Circle and China Sanctions Loom

Qualcomm has debuted a new flagship platform, the Snapdragon X Elite series. Built for artificial intelligence and capable of running generative models with over 13 billion parameters, Qualcomm claims it offers “4.5 times faster AI processing power than competitors.” Described as “the most powerful computing processor it has ever created for the PC,” Qualcomm says the chipset is also one of the most efficient, “with up to multiple days of battery life.” Leading OEMs are expected to begin shipping models with the new processors in mid-2024. Continue reading Qualcomm Unveils Snapdragon X Elite Series, Created for AI

Not content with dominating what is currently the hottest processor market in the world — chipsets for artificial intelligence — and leading among GPU suppliers, Nvidia is branching into CPUs. The 30-year-old company, whose market cap passed the $1 trillion mark in May, is said to be “quietly” developing chips to run Microsoft’s Windows OS, tapping into a global market that hovers at about 300 million PC sales per year, 70 percent of which use Windows, according to Statista. Nvidia is reportedly pursuing its plan via a licensing deal with Arm, whose tech powers 200 billion mobile processors shipped each year. Continue reading Nvidia to Pursue Mobile and PC Markets with Arm Processors

The name ‘X’ may have received an icy welcome as a social media platform, but Qualcomm is snapping it up with a new line of PC chips called the Snapdragon X series. The “all-new naming architecture” describes a chip anchored by the Qualcomm Oryon CPU, which when combined with its neural processing unit (NPU) will deliver what the company says will be “next-level performance, AI, connectivity and battery life.” The move positions Qualcomm to take on Apple in the bid for AI super chips. Qualcomm acquired the Oryon tech with its 2021 acquisition of Nuvia, founded by former Apple engineers. Continue reading Qualcomm Teases Its Soon-to-Launch Snapdragon X Series

Europe is moving forward in the supercomputer space, with two new exascale machines set to come online. Jupiter will be installed at the Jülich Supercomputing Centre in Munich, with assembly set to start as early as Q1 2024. Scotland will be home to the UK’s first exascale supercomputer, to be hosted at the University of Edinburgh, with installation commencing in 2025. An exascale supercomputer can run calculations at speeds of one exaflop (1,000 petaflops) or greater. On completion, these two new supercomputers will land in the top percent of the world’s high-performers. Continue reading Germany, UK to Host Europe’s First Exascale Supercomputers

Intel Innovation 2023 provided a springboard for the new Core Ultra generation of chips, known as “Meteor Lake,” which uses the new Intel 4 process and is also the first series to feature a dedicated AI coprocessor, shipping December 14. Intel confirmed its “five-nodes-in-four-years” process technology plan is on schedule. Intel CEO Pat Gelsinger’s keynote demos included “Pike Creek,” introduced as “the world’s first multi-chiplet package using Universal Chiplet Interconnect Express (UCIe) interconnects.” For all that, it was AI that took center stage at the 2-day event in San Jose. Continue reading Intel Touts AI and Debuts New Chip Tech at Innovation Event

Hugging Face has collected $235 million in an investment round that includes contributions from Amazon, IBM, Google, Nvidia, Salesforce, AMD, Intel and Qualcomm. The New York-based startup creates and distributes open-source tools for artificial intelligence development, carving an AI-centric niche similar to the more general programming approach taken by the Microsoft-owned GitHub. The incoming cash infusion — earmarked for talent recruitment — gives Hugging Face a lofty $4.5 billion valuation that experts say indicates momentum for open source in what has to date been a highly competitive AI sector. Continue reading Big Tech Firms Propel Hugging Face to $4.5 Billion Valuation

Nvidia announced $7.19 billion in revenue for the first quarter ended April 30. That’s down 13 percent compared to the February through April frame in 2022, but up 19 percent from Q4, which ended January 29. Nvidia has forecast a stunning $11 billion in sales for Q2. That projected 64 percent increase puts Nvidia on track to be the first chip company with a $1 trillion valuation. CEO Jensen Huang attributes the sales spike to exploding demand for GPUs to run artificial intelligence systems. “We are significantly increasing our supply to meet surging demand for them,” Huang said of the processors. Continue reading AI Helps Steer Nvidia Toward $1 Trillion Market Capitalization

Santa Clara, California-based Applied Materials, which makes equipment used to produce semiconductors, has announced plans to invest up to $4 billion in a research facility in Silicon Valley. The Equipment and Process Innovation and Commercialization (EPIC) Center, which will be built over seven years, aims to bring chipmakers and universities together to collaborate on innovations that will result in more powerful chips. “For the first time, chipmakers can have dedicated space within an equipment company’s R&D fab, providing early access to next-generation processes and equipment to accelerate product roadmaps,” according to Applied Materials. Continue reading Applied Materials Plans Chip Research Center in Silicon Valley

Meta Platforms has shared additional details on its next generation of AI infrastructure. The company has designed two custom silicon chips, including one for training and running AI models and eventually powering metaverse functions like virtual reality and augmented reality. Another chip is tailored to optimize video processing. Meta publicly discussed its internal chip development last week ahead of a Thursday virtual event on AI infrastructure. The company also showcased an AI-optimized data center design and talked about phase two of deployment of its 16,000 GPU supercomputer for AI research. Continue reading Meta In-House Chip Designs Include Processing for AI, Video

Ten years ago AMD introduced the concept of smaller, interconnected chips that together work like one digital brain. Sometimes called “chiplets,” they’re generally less expensive than building one large chip, and when grouped together into bundles have often outperformed single wafters. In addition to AMD, companies including Apple, Amazon, Intel, IBM and Tesla have embraced the chiplet formula, which leverages advanced packaging technology, an integral part of building advanced semiconductors. Now experts are predicting packaging is going to be even more of a focus in coming years, as the global chip wars heat up. Continue reading Advanced Packaging for ‘Chiplets’ a Focus of CHIPS Funding

AMD is introducing a new encoder chip designed for energy efficient and economical AV1 video streaming. The AV1 codec is increasingly popular as streamers seek to meet massive bandwidth needs. AMD’s new card, the Alveo MA35D, delivers what promises to be a massive leap in throughput and compression over its predecessor. Compression performance is critical in today’s streaming market, where the model has changed from a one-to-many central server model to a cloud-based distributed many-to-many format as entertainment is vying for bandwidth with video conferences, massively multiplayer online games and social media streaming. Continue reading AMD Touts Advance in AV1 Encoding for Streaming Services

At CES 2023, Asus refreshed this year’s models of its popular ROG Zephyrus gaming laptops. The new flagship M16 comes tricked out with 13th Gen Intel i9 and Nvidia RTX 4090 graphics. The RTX 4080 variant starts at $3,900. Also arriving in the first quarter of 2023 are updates on the G14 and ROG Zephyrus Duo 16, with options including AMD Ryzen 9 Zen 4 or 13th Gen Intel processors and Nvidia GeForce RTX 40 Series GPUs. On the display front Asus offers the ROG Nebula, powered by mini-LED powered Nebula HDRs. Next-gen cooling rounds out the package. Continue reading CES: Asus Upgrades Popular ROG Zephyrus Gaming Laptops

Displace is a new wireless TV that promises to take the pain out of mounting a flat screen. Powered by a proprietary hot-swappable battery system, the 55-inch 4K flat screens are under 20 pounds and can be affixed “to any surface” using an active-loop vacuum technology. Transportable and configurable, multiple Displace TVs can be used in combination “to form any sized TV,” according to the startup, which debuted the system at CES 2023. Each Displace TV comes with four rechargeable batteries, each averaging about a month of life for an average usage of six hours per day. Continue reading CES: Displace Demos First Totally Wireless OLED Flat Screen

The most impressive feature of the Magic Leap 2 demo at CES 2023 involves Global and Segmented Dimming. Global Dimming is a feature that dims the entire display without dimming digital content to make text and images more solid and precise. Segmented Dimming dims specific portions of the display to enhance legibility and clarity of selected content, and can also be used to focus attention to areas or components of interest. Both of these features produced outstanding visual results during our CES demo. Segmented Dimming produced very bright digital objects in front of a well-lit room, while Global Dimming could be used for VR immersion. Continue reading CES: Magic Leap 2 Exhibits Impressive Dimming Capabilities