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 U.S. Department of Commerce is further curtailing the ability of American companies to sell China advanced chips for artificial intelligence. The national security objective is to avoid providing Beijing with sophisticated silicon that could potentially fuel breakthroughs, giving the nation an advantage in what’s been couched as an “AI arms race.” China is a large market for semiconductors, and the move is said to be fueling tension on both sides of the globe. The new restrictions attempt to plug loopholes in rules the Biden administration introduced in October 2022. Continue reading U.S. Tightens Export Regulations for AI Chip Sales to China

Canon has made a breakthrough it says can help manufacture the world’s most advanced semiconductors. The company’s latest nanoimprint lithography (NIL) system challenges Dutch firm ASML, to date the leader in extreme ultraviolet (EUV) lithography technology. ASML creates tech used in TSMC’s chips made for Apple iPhones. Canon says its FPA-1200NZ2C nanoimprint semiconductor manufacturing equipment can produce chips equivalent to a 5-nanometer process, the current state of the art, and with further improvement expects to enable circuit patterning corresponds to 2nm nodes. The new equipment is also energy efficient, Canon says. Continue reading Canon Litho Breakthrough May Advance Global Chipmaking

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

OpenAI began previewing vision capabilities for GPT-4 in March, and the company is now starting to roll out the image input and output to users of its popular ChatGPT. The multimodal expansion also includes audio functionality, with OpenAI proclaiming late last month that “ChatGPT can now see, hear and speak.” The upgrade vaults GPT-4 into the multimodal category with what OpenAI is apparently calling GPT-4V (for “Vision,” though equally applicable to “Voice”). “We’re rolling out voice and images in ChatGPT to Plus and Enterprise users,” OpenAI announced. Continue reading ChatGPT Goes Multimodal: OpenAI Adds Vision, Voice Ability

Intel has unveiled a new glass substrate technology that it says will “benefit our key players and foundry customers for decades to come.” The result of 10 years and $1 billion in development, the concept substitutes glass for the usual resin in which processors are embedded, enabling greater speed and the ability to accommodate the industry’s move toward packaging numerous “chiplets” into more powerful large processors, a configuration that has proven beneficial for the acceleration that drives artificial intelligence. This technology could potentially vault Intel ahead of competitors, some say. Continue reading Intel Has Plans to Power AI with Glass Substrates for Its Chips

Qualcomm has extended its deal with Apple to supply 5G modem chips, leading to speculation that the iPhone maker is behind schedule on its plan to bring the tech in-house. Apple has designed its own phone chips since 2013, and is currently using the A16 Bionic, manufactured by TSMC. The A16 functions as the phone’s brain but doesn’t handle external communications with cell towers. Apple has been developing its own modem chips since 2018, but apparently doesn’t feel they’re ready for prime time and, understandably, doesn’t want to risk a public debacle by rushing it. Continue reading Apple iPhones to Continue Using Qualcomm 5G Modem Chips

Nvidia announced Q2 revenue of $13.51 billion, a 101 percent year-over-year increase that sets a new company record. The data center division — which accounts for the majority of AI chip sales — also established a new benchmark: $10.32 billion in Q2, a 171 percent leap over the prior fiscal Q2. Nvidia projects that revenue for the current quarter will hit $16 billion — about $3.5 billion above analysts’ expectations. Nvidia chips power OpenAI’s popular ChatGPT and other generative AI and cloud computing apps from companies including Amazon, Google, Meta Platforms, Microsoft and VMWare. Continue reading Demand for AI Chips Drives Nvidia to Revenue Record in Q2

VMware and Nvidia have joined forces on “VMware Private AI Foundation with Nvidia,” a fully-integrated solution designed to bring generative AI training and deployment to enterprise clients running on VMware’s hybrid cloud infrastructure. The full-stack product will provide software, compute power and everything needed to fine-tune large language models using proprietary data. “Together with Nvidia, we’ll empower enterprises to run their generative AI workloads adjacent to their data with confidence while addressing their corporate data privacy, security and control concerns,” said VMware CEO Raghu Raghuram. Continue reading VMware and Nvidia Are Bringing Generative AI to Enterprises

A new White House executive order prohibits certain U.S. investment in China for technologies including computer chips, requiring government notification for some sectors. The order authorizes the Treasury Department to restrict U.S. investments in Chinese entities involved in the development and production of semiconductors, quantum computing and artificial intelligence systems. The Biden administration says the restrictions apply to “narrow subsets” within the three areas, with a goal of preventing American capital and expertise from advancing technologies that could be used by the Chinese military in ways that could threaten U.S. national security. Continue reading Biden Bans Investment in China Chips, AI and Quantum Tech

Microsoft Cloud drove record sales and profits for Q2, which saw a year-over-year revenue gain of 8 percent to $56.2 billion for April through June. Net income topped $20 billion, a 20 percent gain that beat analyst expectations and the company’s own estimates. Microsoft Cloud revenue for Q2 was up 21 percent, to $30.3 billion. And the company is beginning to see the results of its investments in artificial intelligence. Q2 is Microsoft’s second record-setting quarter this year, topping the three-month high of $52.9 billion in Q1. The previous profit record was $18.8 billion in Q4 2021. Continue reading Microsoft Q2 Marks a Quarterly Sales Record of $56.2 Billion

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

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

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