Alphabet asked a question: “Could we harness the speed of light to deliver data without the need for cables?” The answer, compiled over 7 years, is that it can deliver fast, affordable Internet connectivity by transmitting high-speed data using beams of light through the air using the company’s new Taara chip. Whereas the first-generation technology, the Taara Lightbridge, relied on a system of mirrors, sensors and hardware to steer light physically, the Taara chip uses software to steer, track, and correct the beam of light without bulky moving parts — or a fiber optic wire. Continue reading New Alphabet Chip Delivers Internet Through Air Using Light

Apple unveiled a big “made in the USA” initiative, with plans to spend more than $500 billion on U.S. factories over the next four years. The company will upgrade operations in California, Arizona, Nevada, Washington, Oregon, Iowa, Michigan, North Carolina and Texas, adding a new server facility in Houston. The move comes as U.S. international relations enter a period of flux. Apple’s plans include opening “a manufacturing academy” and accelerated investments in educating stateside workers in AI and silicon engineering. “We are bullish on the future of American innovation, and we’re proud to build on our long-standing U.S. investments,” Apple CEO Tim Cook said. Continue reading Apple Will Invest $500B in U.S. Manufacturing and Education

Facebook is downsizing data storage expenditures by deleting old live video feeds. Meta Platforms announced that beginning this week “new live broadcasts can be replayed, downloaded or shared from Facebook Pages or profiles for 30 days, after which they will be automatically removed from Facebook.” Prior to removing the content, users will be notified they have 90 days to download or transfer the material to other storage or convert it to a new reel. Previously, such content was stored indefinitely. Facebook stores more than 100 petabytes of material with an estimated 500 terabytes added each day. Continue reading Facebook’s New Storage Policy Limits Live Video to 30 Days

Amazon is predicting more than $100 billion in capital expenditure for AI in 2025. The majority of that will be invested in the AWS cloud division, according to Amazon President and CEO Andy Jassy, indicating Big Tech is not planning to back down on AI. Amazon’s Q4 profit hit $20 billion, an 88 percent increase over the same period in 2023, and full year profit was $59.2 billion, a 94 percent increase, on revenue of $638 billion, an 11 percent rise. On an earnings call, Jassy said the $26.3 billion in Q4 2024 capex spending “is reasonably representative” of what the company can be expected to spend on an annualized basis this year. Continue reading AWS Cloud Computing Generates Half of Amazon’s Q4 Profits

Most people know Hugging Face as a resource-sharing community, but it also builds open-source applications and tools for machine learning. Its recent release of vision-language models small enough to run on smartphones while outperforming competitors that rely on massive data centers is being hailed as “a remarkable breakthrough in AI.”  The new models — SmolVLM-256M and SmolVLM-500M — are optimized for “constrained devices” with less than around 1GB of RAM, making them ideal for mobile devices including laptops and also convenient for those interested in processing large amounts of data cheaply and with a low-energy footprint. Continue reading Hugging Face Has Developed Tiny Yet Powerful Vision Models

Just weeks after Nvidia announced the availability of its $249 “compact AI supercomputer,” the Jetson Orin Nano Super Developer Kit for startups and hobbyists, CEO Jensen Huang revealed the company is planning to launch a personal AI supercomputer called Project Digits with a starting price of $3,000. The desktop-sized system features the GB10 Grace Blackwell Superchip, which enables it to handle AI models with up to 200 billion parameters. Nvidia claims there is enough processing power to run high-end AI models (performing up to one quadrillion AI calculations per second) while the compact system can run from a standard power outlet. Continue reading CES: Nvidia Will Launch a $3,000 Personal AI Supercomputer

Nvidia founder and CEO Jensen Huang kicked off CES 2025 with a keynote that was filled with new product announcements and visionary demonstrations of how the company plans to advance the field of AI. The first product that Huang unveiled was the GeForce RTX 50 series of consumer graphics processing units (GPUs). The series is also called RTX Blackwell because it is based on Nvidia’s latest Blackwell microarchitecture design for next generation data center and gaming applications. To showcase RTX Blackwell’s prowess, Huang played an impressively photorealistic video sequence of rich imagery under contrasting light ranges — all rendered in real time. Continue reading CES: Nvidia Unveils New GeForce RTX 50, AI Video Rendering

Microsoft anticipates spending $80 billion to construct AI data centers in fiscal 2025, which ends in June. More than half of that investment will fund U.S. infrastructure, according to company Vice Chair and President Brad Smith. The move aims to keep Microsoft, which owns a stake in OpenAI, a leader in artificial intelligence, and bolster the nation’s position in the global AI race, which Smith says it currently leads, “thanks to the investment of private capital and innovations by American companies of all sizes, from dynamic startups to well-established enterprises.” Continue reading Microsoft AI Forecast Includes $80B in Data Center Spending

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

Microsoft has two new chips designed for data centers. The Azure Boost DPU is Microsoft’s first data-specific chip, or data processing unit, and is designed to work with high efficiency and low power. Microsoft anticipates DPU-equipped Azure servers will be able to run storage workloads at four times the performance of those currently in place while reducing power consumption by three times. The Azure Integrated Hardware Security Module (HSM) chip allows cryptographic security keys and encryption keys to be contained in secure modules “without compromising performance or increasing latency.” Continue reading Microsoft Debuts Two New Chips Optimized for Data Centers

Amazon reported major revenue and profit increases during its third quarter, beating Wall Street’s forecasts, based largely on the company’s e-commerce sales and increasing demand for its cloud services. Capital expenditure, which reached a record amount following Amazon’s recent investments in artificial intelligence, will maintain its momentum as the company plans $75 billion capex on developing generative AI services over 2024-2025. “The faster we grow demand, the faster we have to invest capital in data centers, network gear and hardware,” explained CEO Andy Jassy. “We invest in all that upfront in advance of when we can monetize it.” Continue reading Amazon Pushes AI, Records Growth in Q3 Revenue and Profit

Accenture is forming an internal Nvidia Business Group staffed with 30,000 global employees trained to help clients “reinvent processes and scale enterprise AI adoption with AI agents,” the consulting firm announced. Accenture will also use its AI Refinery platform to help companies customize AI models and agents using the full Nvidia AI stack including AI Foundry, AI Enterprise and Omniverse. “With generative AI demand driving $3 billion in Accenture bookings in its recently closed fiscal year, the new group will help clients lay the foundation for agentic AI functionality,” Accenture said. Continue reading Accenture Has Plans for Scaling Enterprise AI with Nvidia Unit

BlackRock has joined forces with Microsoft to launch what will initially be a $30 billion investment fund to finance AI infrastructure — concentrating primarily on building data centers and developing energy projects. The amount could quickly scale to about $100 billion. Abu Dhabi-based tech investment firm MGX is also participating, as is Global Infrastructure Partners (GIP), which owns, operates and invests across energy, transport, digital and waste management. BlackRock announced it is in the process of acquiring GIP, and says a deal expected to close next month. The new fund is called Global AI Infrastructure Investment Partnership (GAIIP). Continue reading BlackRock Teams with Microsoft to Advance AI Infrastructure

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