Rene Haas, CEO of UK chip designer Arm Holdings, thinks his company’s platform architecture could nab as much as 50 percent of the Windows PC market by 2030. That would essentially be a 400 percent leap from its current 11 percent share in a market dominated by Intel’s x86 design. Because Arm was developed for smartphones, it was driven by energy efficiency, an approach that is paying off in the era of power-hungry AI applications. Now the technology is being used for the first wave of Microsoft Copilot+ Windows laptops, and Arm has also set its sights on desktop PCs. Continue reading Arm CEO Says Company Aims to Capture Half of PC Market

Microsoft is implementing a series of upgrades to its AI stack, including Azure AI Studio and Copilot Studio, developer platforms for building apps that leverage generative AI. At its Build 2024 conference, the company also announced it is going into preview with its Azure virtual machines (VMs), the first platform to use the powerful Arm-based Cobalt 100 cloud processors developed by Microsoft, which shared that plan at its November Ignite conference. Other Build highlights include the general availability of OpenAI’s new GPT-4o flagship model across the Azure OpenAI Service and the new multimodal Phi-3-vision SLM. Continue reading Microsoft Upgrades Azure AI Stack, Previews Cobalt 100 VMs

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