Tag: custom silicon

  • Slashdot: Microsoft’s CTO Hopes to Swap Most AMD and NVIDIA GPUs for In-House Chips

    Source URL: https://hardware.slashdot.org/story/25/10/04/2142243/microsofts-cto-hopes-to-swap-most-amd-and-nvidia-gpus-for-in-house-chips?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Microsoft’s CTO Hopes to Swap Most AMD and NVIDIA GPUs for In-House Chips Feedly Summary: AI Summary and Description: Yes Summary: Microsoft is transitioning its AI workloads from traditional GPUs to its proprietary accelerators to enhance cost efficiency in its datacenters. This move exemplifies a trend towards customized hardware…

  • The Register: Azure apparatchik shows custom silicon keeping everything locked down

    Source URL: https://www.theregister.com/2025/08/26/microsoft_silicon_security/ Source: The Register Title: Azure apparatchik shows custom silicon keeping everything locked down Feedly Summary: From hardware security chips and trusted execution pipelines to open source Root of Trust modules Hot Chips Microsoft is one of the biggest names in cybersecurity, but it has a less-than-stellar track record in the department. Given…

  • Slashdot: The Stealthy Lab Cooking Up Amazon’s Secret Sauce

    Source URL: https://slashdot.org/story/25/05/12/2124207/the-stealthy-lab-cooking-up-amazons-secret-sauce?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: The Stealthy Lab Cooking Up Amazon’s Secret Sauce Feedly Summary: AI Summary and Description: Yes Summary: Amazon’s acquisition of Annapurna Labs is a cornerstone of its artificial intelligence strategy, enhancing its cloud computing infrastructure with custom silicon. The deal has positioned Amazon as a leader in AI technology, particularly…

  • Cloud Blog: Driving enterprise transformation with new compute innovations and offerings

    Source URL: https://cloud.google.com/blog/products/compute/delivering-new-compute-innovations-and-offerings/ Source: Cloud Blog Title: Driving enterprise transformation with new compute innovations and offerings Feedly Summary: In the last 12 months, we’ve made incredible enhancements to our Compute Engine platform. This is driven most notably by new fourth-generation compute instances and Hyperdisk block storage as well as major customer experience enhancements. Across all…

  • The Register: Despite Wall Street jitters, AI hopefuls keep spending billions on AI infrastructure

    Source URL: https://www.theregister.com/2025/02/25/shaking_off_wall_street_jitters/ Source: The Register Title: Despite Wall Street jitters, AI hopefuls keep spending billions on AI infrastructure Feedly Summary: Sunk cost fallacy? No, I just need a little more cash for this AGI thing I’ve been working on Comment Despite persistent worries that vast spending on AI infrastructure may not pay for itself,…

  • The Register: SLAP, Apple, and FLOP: Safari, Chrome at risk of data theft on iPhone, Mac Silicon

    Source URL: https://www.theregister.com/2025/01/29/flop_and_slap_attacks_apple_silicon/ Source: The Register Title: SLAP, Apple, and FLOP: Safari, Chrome at risk of data theft on iPhone, Mac Silicon Feedly Summary: It’s another cousin of Spectre, here to read your email, browsing history, and more Many recent Apple laptops, desktops, tablets, and phones powered by Cupertino’s homegrown Silicon processors can be exploited…

  • Simon Willison’s Weblog: The impact of competition and DeepSeek on Nvidia

    Source URL: https://simonwillison.net/2025/Jan/27/deepseek-nvidia/ Source: Simon Willison’s Weblog Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: The impact of competition and DeepSeek on Nvidia Long, excellent piece by Jeffrey Emanuel capturing the current state of the AI/LLM industry. The original title is “The Short Case for Nvidia Stock" – I’m using the Hacker…

  • Hacker News: The impact of competition and DeepSeek on Nvidia

    Source URL: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda Source: Hacker News Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text presents a comprehensive assessment of the current state and future outlook of Nvidia in the AI hardware market, emphasizing their significant market position and potential vulnerabilities from emerging competition…

  • Hacker News: Arm releases Chiplet System Architecture spec beta version

    Source URL: https://newsroom.arm.com/blog/arm-chiplet-system-architecture-accelerating-evolution-of-silicon Source: Hacker News Title: Arm releases Chiplet System Architecture spec beta version Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses the significance of Arm’s newly released Chiplet System Architecture (CSA) which aims to accelerate innovation in custom silicon design for diverse AI workloads across markets. This milestone is…