Taiwan semiconductor firm TSMC, the world’s largest chipmaker, has vowed to add another $100 billion to its existing $65 billion plan to expand its U.S. manufacturing base. The total allocation — $165 billion over the next four years — sees TSMC further building out its advanced semiconductor fabrication complex in Phoenix, Arizona, which has been producing at volume since late 2024. The expansion plays a key role in strengthening the U.S. computer ecosystem by increasing U.S. production of advanced semiconductors, TSMC says, adding that it will “complete the domestic AI supply chain” with advanced packaging investments. Continue reading TSMC Will Boost Its Factory Build-Out in U.S. by $100 Billion

Nvidia delivered stellar earnings again, with profit up 80 percent to $22.09 billion for fiscal Q4, the period that ended January 26, 2025. Record quarterly revenue hit $39.3 billion, a 12 percent uptick from Q3 and a 78 percent increase year-over-year, driven in part by sales of the company’s Blackwell AI chips. The results rebut predictions that the leading-edge chipmaker would suffer due to a recent wave of Chinese AI models created using fewer and largely older chips. That trend rocked Nvidia stock over the past quarter, but the Silicon Valley-based company managed to maintain momentum. Continue reading New Blackwell AI Chip Helps Boost Nvidia to Record Quarter

Elon Musk’s xAI has released its latest AI model Grok 3, which the company is describing as the “smartest AI on Earth.” It includes reasoning capabilities and a new web analysis tool called DeepSearch that returns results “within seconds” and can refine specific sources, according to xAI. Grok 3 was trained with 200,000 Nvidia GPUs, resulting in improved response times and processing power. Future capabilities will include Voice Mode for conversational interaction and audio-to-text conversion. Access to Grok 3 is limited to X Premium+ subscribers or via a SuperGrok plan (that does not include X social features). Continue reading xAI Launches Grok 3 as Standalone and for X Premium+ Subs

OpenAI is getting close to finalizing its first custom chip design, according to an exclusive report from Reuters that emphasizes the Microsoft-backed AI giant’s goal of reducing its dependency on Nvidia chips. The blueprint for the first-generation OpenAI chip could be finalized as soon as the next few months and sent to Taiwan’s TSMC for fabrication, which will take about six months — “unless OpenAI pays substantially more for expedited manufacturing” — according to the report. Even by usual standards, the training-focused chip is already on a fast track to deployment. Continue reading OpenAI In-House Chip Could Be Ready for Testing This Year

Cloudflare is making it easier to assess the authenticity of online images by adopting the Content Credentials system advanced by Adobe and embraced by many others. Images hosted using Cloudflare now integrate Content Credentials, ensuring metadata remains intact. The platform tracks ownership and subsequent modifications, including whether artificial intelligence was used to edit the images. With touchpoints to an estimated 20 percent of Internet traffic, connectivity firm Cloudflare substantively expands the reach of the Content Authenticity Initiative (CAI), founded in 2019. Continue reading Cloudflare Joins CAI, Adds C2PA Image Authenticity Protocol

Hangzhou-based AI firm DeepSeek is roiling the U.S. tech sector and upending financial markets. The startup has managed to become competitive with Silicon Valley’s deep learning firms despite U.S. sanctions that prevent Chinese technology companies from buying premium chips. DeepSeek has made it into the global top 10 in terms of model performance, and as of this week had the top-ranked free AI assistant at the Apple App Store. DeepSeek’s new R1 model has drawn attention for using less computing power than competing systems, while performing comparably, despite having been developed using older Nvidia chips. Continue reading Chinese AI Startup DeepSeek Disrupting the U.S. Tech Sector

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 is hoping interest in artificial intelligence will translate to consumer sales of a relatively low-priced computer optimized for basic AI functionality. Last month, the company upgraded its Jetson line with a $249 “compact AI supercomputer,” the Jetson Orin Nano Super Developer Kit. At half the price of the original, the model aims to attract students, developers, hobbyists, small- and medium-sized businesses, and anyone who is AI curious. “As the AI world is moving from task-specific models into foundation models, it provides an accessible platform to transform ideas into reality,” according to Nvidia. Continue reading Nvidia Targets Consumers with $249 Compact Supercomputer

Nvidia Cosmos, a platform of generative world foundation models (WFMs) and related tools to advance the development of physical AI systems like autonomous vehicles and robots, was introduced at CES 2025. Cosmos WFMs are designed to provide developers a way to generate massive amounts of photo-real, physics-based synthetic data to train and evaluate their existing models. The goal is to reduce costs by streamlining real-world testing with a ready data pipeline. Developers can also build custom models by fine-tuning Cosmos WFMs. Cosmos integrates Nvidia Omniverse, a physics simulation tool used for entertainment world-building. Continue reading CES: Nvidia’s Cosmos Models Teach AI About Physical World

CES has regularly featured robots over the years, but we’ve never really seen anything pivotal. CES 2025 marked a change in this area. “The ChatGPT moment for robotics is just around the corner,” said Nvidia CEO Jensen Huang in his keynote, and we couldn’t agree more. And while attention was focused on LLMs, the field of industrial robotics has been unleashed like never before. According to World Robotics 2024, the International Federation of Robotics’ recent report, 4.3 million units were deployed in factories worldwide as of Q3 2024, a number that’s increasing at a clip of half a million units per year. This is double from 7 years ago, and the trend is accelerating. Continue reading CES: Is the ChatGPT Moment for Robotics Around the Corner?

In the never-ending smorgasbord of AI hype, “agents” represent practical and worthwhile potential. AI agents are autonomous AI programs that can understand some context and take action in that context. Agents can autonomously perform a task that involves mapping a goal to its context and parameters (even if they’re not explicitly laid out), process data across multiple formats and ontologies to understand the goal and work through the task, call multiple functions across multiple apps, and take some action to achieve the goal. Unfortunately, however, while many are talking about AI agents, few are promoting actual products at CES. Continue reading CES: Show Features a Surprisingly Small Number of AI Agents

During the “Speed, Customization, Innovation: AI in Gaming” panel during CES this week, game publishers and developers shared their latest insights regarding how they use generative AI tools. A prevailing question involved the impact of AI’s ability to generate pixels and video frames efficiently — especially in light of Nvidia’s keynote the prior evening announcing its new Blackwell RTX 50 Series GPUs’ enormous ability to do so. Other opinions shared during the panel included thoughts on whether AI is overhyped for gaming and wish lists for fixing the limitations of AI tools. Continue reading CES: Thoughts on the Benefits and Limitations of AI in Gaming

CES 2025 kicked off appropriately with a high-powered panel on AI’s impact in entertainment. Under the expert moderation of our friend, and former president of the Hollywood Professional Association, Seth Hallen, three of the industry’s most senior leaders spoke candidly about what the technology means to the industry: Samira Panah Bakhtiar (GM of Media and Entertainment, Games, and Sports at Amazon Web Services), Academy Award-winner Ed Ulbrich (Chief Content Officer and President of Production at Metaphysic), and Richard Kerris (GM of Media and Entertainment at Nvidia). Continue reading CES: Industry Leaders Highlight Transformative Potential of AI

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

At CES 2025’s opening session on Tech Trends, futurist Brian Comiskey, the Consumer Technology Association’s senior director of innovation and trends, forecasted record retail revenues of $537 billion in 2025, representing a growth in hardware, software and services. He also enumerated the growth of AI as a continuing trend. Fueling this record growth is the dominance of Gen Z, which he dubbed “the first true digital natives.” Comiskey noted, however, that the incoming government proposal to establish tariffs threaten U.S. purchasing power for technology products. Continue reading CES: CTA Futurist Predicts the Impact of Latest Tech Trends