Competing chipmakers Intel and AMD are joining forces on an advisory group for x86 computing. Invented by Intel and launched in 1978, the x86 architecture remains one of the most widely used platforms in the world, but has already been displaced by ARM in mobile, and is now fending off a challenge from that architecture in the AI space. Also participating in the x86 advisory are Broadcom, Dell, Google, Hewlett Packard Enterprise, HP Inc., Lenovo, Meta, Microsoft, Oracle and Red Hat, joined by tech luminaries Linus Torvalds, inventor of Linux, and Epic Games founder and CEO Tim Sweeney. Continue reading Rivals Intel and AMD Team Up to Launch x86 Advisory Group

Big Tech players have joined forces to develop a new industry standard to advance high-speed and low latency communication among data centers by coordinating component development. AMD, Broadcom, Cisco, Google, Hewlett Packard Enterprise (HPE), Intel, Meta Platforms and Microsoft are backing the Ultra Accelerator Link (UALink) promoter group. The group plans to define and establish an open industry standard that will enable AI accelerators to communicate more effectively. The UALink aims to create a pathway for system OEMs, IT professionals and system integrators to connect and scale their AI-connected data centers. Continue reading Big Tech Forms a Group to Develop AI Connectivity Standard

Nvidia is investing $30 billion in a new business unit focused on custom chips for high-performance computing. The company already controls about 80 percent of the advanced chip market but wants to avoid losing ground as alternatives spring up. Alphabet, AWS, Intel and AMD market high-end processors to third-parties, and Meta is expected to begin deploying its own Artemis AI chips this year. Nvidia has had discussions with Amazon, Google, Meta, Microsoft and OpenAI about helping them create bespoke chips and is also talking to automakers, cloud service providers (CSPs) and telecom companies, according to reports. Continue reading Nvidia to Launch Unit Devoted to Building Custom HPC Chips

The Biden administration has awarded another $42 million to advance development of the 5G Open RAN standard (O-RAN) that has become known as the “Huawei killer.” Administered by the National Telecommunications and Information Administration in the form of a grant, the funding will be used to establish a Dallas testing center and companion satellite facility in the Washington DC area for evaluation and R&D in O-RAN, a standard designed to facilitate interoperability of cellular hardware and software among different wireless providers. The goal is to bring more equipment manufacturers into a market dominated by China’s Huawei. Continue reading Government Announces Dallas Testing Center for 5G Open RAN

Despite moving a significant portion of its chip work in-house, Apple is extending its chip-supply contract with Broadcom in a deal estimated to be worth more than $15 billion with plans to run through 2026. The chip manufacturer will provide Apple with components for wireless connectivity, including 5G radio-frequency. There had been speculation that Apple planned to phase out Broadcom. Some see the deal as Apple’s capitulation to political pressure to source more U.S. manufacturing. Broadcom’s 5G-capable manufacturing hubs are located in U.S. cities including Fort Collins, Colorado, where Broadcom has a major facility. Continue reading Apple’s 5G Broadcom Extension Valued More Than $15 Billion

Broadcom announced it will acquire VMware in a cash-and-stock transaction that values VMware at $61 billion. The deal, which expands semiconductor supplier Broadcom into enterprise software, is among the top technology transactions of all time, right behind Microsoft’s pending $69 billion purchase of Activision Blizzard and Dell’s 2016 acquisition of EMC for $67 billion. Broadcom will also assume $8 billion of VMware debt. The news sent shares of Broadcom up 2 percent and VMware more than 1 percent early Thursday. VMware enterprise products optimize client-side servers as well as cloud servers. Continue reading Broadcom Targets Software with $61 Billion VMware Purchase

Apple is reportedly poised to compete in the modem market. The company is said to be laying the groundwork to create chips that control the Internet connectivity of its mobile devices, including the iPhone, iPad and Apple Watch. In theory, the move paves the way for an always-on future where smart glasses and augmented reality achieve ubiquity, and iPhones and other Apple mobile devices have faster download and streaming speeds. Observers say Cupertino’s high bar to entry means creating a chip that outperforms those made by Qualcomm, current manufacturer of Apple’s connectivity chips. Continue reading Apple Eyes the Modem Chip Market Dominated by Qualcomm

A U.S. Court of Appeals has paved the way for Wi-Fi 6E, the biggest Wi-Fi upgrade in more than two decades, by upholding a 2020 FCC order to make 1,200MHz of spectrum in the 6GHz band available for unlicensed use. Poised to benefit are router manufacturers and those who make devices for home offices and IoT. FCC chairwoman Jessica Rosenworcel called the decision timely in the wake of COVID-19, when “so much of modern life has migrated online.” FCC commissioner Brendan Carr emphasized ancillary benefits, calling the additional spectrum “the oxygen needed to power 5G.” Continue reading U.S. Court Clears FCC’s Path for Seismic Wi-Fi 6E Upgrade

Apple plans to set up a new office in Irvine, California to develop wireless chips. Job listings indicate the company is looking for individuals experienced with modem chips and other semiconductors. The new components could eventually replace those provided by third-party suppliers such as Broadcom and Skyworks Solutions. In a move that is part of a larger initiative by Apple to develop more tech in-house, engineers will reportedly work on RF integrated circuits, wireless radios, wireless SoC, and semiconductors for connecting to Bluetooth and Wi-Fi. Continue reading Apple Is Hiring New Team to Develop Wireless Chips in SoCal

The Log4j code vulnerability has the media declaring the Internet in a state of crisis. Log4j is a Java-based logging framework developers use to track user activity within applications on the popular Apache web server. Security experts are rushing to patch the bug, which is being exploited to remotely assume control of vulnerable systems, stealing credentials, installing malware and launching other attacks that permeate consumer devices. Last week, the U.S. Cybersecurity and Infrastructure Security Agency issued a Log4j alert, as did Australia’s CERT emergency response team. Continue reading Major Security Vulnerability Triggers Worldwide Internet Crisis

Intel chief executive Pat Gelsinger revealed it may take two years to ramp up chip production, while Advanced Micro Devices chief executive Lisa Su noted that her company is prioritizing high-end chips found in a PlayStation 5 game console or Nvidia GeForce RTX 3080 graphics card over “lower-powered parts.” The auto manufacturing sector has been hit hard by the semiconductor shortage — with some indicating no end in sight. At John Deere, chief technology officer Jahmy Hindman said that he expects “we’re into this for the next 12 to 18 months.”  Continue reading Chip Shortage Continues to Have an Impact Across Industries

Yves Bergquist, director of ETC@USC’s AI & Neuroscience in Media Project, described how ETC’s task force is working in concert with SMPTE to develop standards for AI and machine learning (ML) in the media and entertainment industry. During the HPA Tech Retreat, Bergquist noted how the two organizations successfully collaborated to develop standards in digital cinema, interoperable media, and cloud production. “We thought it was an opportunity to step up and help the media community better understand the scope of the AI technology,” he said. Continue reading HPA Tech Retreat: ETC, SMPTE Collaborate on AI Standards

Amazon and Apple are abandoning Intel chip technology in favor of their own Arm-based products. Last month, Apple introduced Mac computers with its own chips and, in June, Amazon began marketing a new computing service based on its Arm chips that the company contends is 20 percent cheaper and faster than its Intel-based services. Amazon is also creating the foundation for building its own quantum computer and its cloud computing division is adding products to allow customers greater local control of their data. Continue reading Amazon, Apple Lead Movement to Develop Their Own Chips

Nvidia agreed to pay $40 billion — $21.5 billion in stock, $12 billion in cash — for SoftBank’s Arm division, a chip designer based in the United Kingdom. Nvidia will pay $2 billion on signing, and SoftBank will also receive $5 billion in cash or stock should Arm’s performance meet specific standards. Arm employees will receive $1.5 billion in Nvidia stock. This will be the biggest semiconductor industry deal since SoftBank paid $31.4+ billion to purchase Arm in 2016. The deal will also increase competition between Nvidia and Intel. Continue reading Nvidia Acquisition of SoftBank’s Arm Brings Rewards, Risks

Qualcomm reached the end of a trying five-year period, battered by antitrust allegations, U.S.-China trade tensions, an activist shareholder and Broadcom’s hostile takeover attempt among other obstacles. This week, the U.S. Court of Appeals for the Ninth Circuit vacated a 2019 ruling by a federal judge that Qualcomm had overcharged phone makers for its patents and abused its monopoly position. Qualcomm chief executive Steve Mollenkopf is now predicting sales of between 175 million and 225 million 5G devices this year. Continue reading Qualcomm Faces Bright 5G Future After Appeals Court Ruling