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The Register: Who’s afraid of DeepSeek’s impact on AI hardware sales? Not AMD CEO Lisa Su

Feb 5, 2025

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Source URL: https://www.theregister.com/2025/02/05/amd_q4_fy2024/ Source: The Register Title: Who’s afraid of DeepSeek’s impact on AI hardware sales? Not AMD CEO Lisa Su Feedly Summary: Predicts more efficient ML architectures will drive adoption, see Instinct sales accelerate, shares dive AMD’s chief exec Lisa Su has predicted the chip designer’s Instinct accelerators will drive tens of billions of…

Hacker News: DeepSeek’s AI breakthrough bypasses industry-standard CUDA, uses PTX

Jan 29, 2025

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Kurt Seifried

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Source URL: https://www.tomshardware.com/tech-industry/artificial-intelligence/deepseeks-ai-breakthrough-bypasses-industry-standard-cuda-uses-assembly-like-ptx-programming-instead Source: Hacker News Title: DeepSeek’s AI breakthrough bypasses industry-standard CUDA, uses PTX Feedly Summary: Comments AI Summary and Description: Yes Summary: DeepSeek’s recent achievement in training a massive language model using 671 billion parameters has garnered significant attention due to its innovative optimizations and the use of Nvidia’s PTX programming. This breakthrough…

Hacker News: The impact of competition and DeepSeek on Nvidia

Jan 26, 2025

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Kurt Seifried

in Uncategorized

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…

Wired: Nvidia’s $3,000 ‘Personal AI Supercomputer’ Will Let You Ditch the Data Center

Jan 7, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.wired.com/story/nvidia-personal-supercomputer-ces/ Source: Wired Title: Nvidia’s $3,000 ‘Personal AI Supercomputer’ Will Let You Ditch the Data Center Feedly Summary: Nvidia CEO Jensen Huang also announced new AI models for robots, self-driving cars, and autonomous agents during a keynote address at CES. AI Summary and Description: Yes Summary: The text discusses Nvidia’s upcoming launch of…

The Register: Screwed by the cloud: Hardware vendors looking for that raison d’refresh

Jan 2, 2025

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system automation

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Source URL: https://www.theregister.com/2025/01/02/cloud_hardware_research_hpe/ Source: The Register Title: Screwed by the cloud: Hardware vendors looking for that raison d’refresh Feedly Summary: 40% of world’s servers are 6 years +, drink 66% of DC energy, provide 7% of compute. Please refresh, says HPE Four in ten of the servers currently residing in datacenters across the globe are…

The Register: AI’s rising tide lifts all chips as AMD Instinct, cloudy silicon vie for a slice of Nvidia’s pie

Dec 23, 2024

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system automation

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Source URL: https://www.theregister.com/2024/12/23/nvidia_ai_hardware_competition/ Source: The Register Title: AI’s rising tide lifts all chips as AMD Instinct, cloudy silicon vie for a slice of Nvidia’s pie Feedly Summary: Analyst estimates show growing apetite for alternative infrastructure Nvidia dominated the AI arena in 2024, with shipments of its Hopper GPUs more than tripling to over two million…

Slashdot: OpenAI Builds First Chip With Broadcom and TSMC, Scales Back Foundry Ambition

Oct 29, 2024

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system automation

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Source URL: https://hardware.slashdot.org/story/24/10/29/2022236/openai-builds-first-chip-with-broadcom-and-tsmc-scales-back-foundry-ambition?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI Builds First Chip With Broadcom and TSMC, Scales Back Foundry Ambition Feedly Summary: AI Summary and Description: Yes Summary: OpenAI is collaborating with Broadcom and TSMC to develop its first in-house AI chip aimed at enhancing AI inference capabilities, while reducing dependence on Nvidia GPUs. This strategic move…

The Register: DoJ reportedly advances Nvidia antitrust probe deeper with fresh subpoenas

Sep 4, 2024

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system automation

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Source URL: https://www.theregister.com/2024/09/04/nvidia_doj_subpoena/ Source: The Register Title: DoJ reportedly advances Nvidia antitrust probe deeper with fresh subpoenas Feedly Summary: Uncle Sam apparently worried GPU giant may be punishing customers who shop around The US Department of Justice on Tuesday is said to have stepped up its antitrust investigation into Nvidia, issuing subpoenas seeking evidence for…

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