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

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

Microsoft has created a quantum computing chip, Majorana 1, that relies on what it says is a “new state of matter” — one that exists beyond the primary liquid, solid, gas states that have underpinned science since Ancient Greece. Research into this fourth physical existence, called a “topological state,” earned three theoretical physicists the Nobel Prize in Physics in October. Unlike solids, liquids or gases, a topological state is not defined locally by how its particles are arranged, but by how their quantum wavefunction behaves — wrapping around itself globally, across the entire material. Continue reading Microsoft Calls New Topoconductor a Quantum Breakthrough

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

CES’s Eureka Park is a section of exhibits where startups and early-stage products from all over the world solicit feedback and explore opportunities. From this year’s Italian delegates at Eureka Park, our team found EYE2DRIVE, a semiconductor company that develops CMOS chips for digital imaging inspired by the human eye. Their image sensors use AI to mimic the human eye’s ability to adapt its response to changing environmental light conditions. As a result, quality and color of the captured image remains unaffected. While currently focusing on autonomous navigation applications, the tech has potential for media production as well. Continue reading CES: Image Sensors Adapt to Light Changes Like Human Eye

Ayar Labs, which develops optical interconnect chips for large-scale AI workloads, has secured $155 million in financing, including from competing processor companies Nvidia, Intel and AMD. Founded in 2017, the Silicon Valley-based company is pursuing a different processing path — combining photonic elements with electronic circuits on each chip for what it says provides faster, more efficient processing for artificial intelligence and high-performance computing. “This brings the company’s total funding to $370 million and raises the company’s valuation to above $1 billion,” Ayar notes, adding that the new funding allows the company to scale its optical I/O tech. Continue reading Nvidia, Intel and AMD Invest in AI Chiplet Developer Ayar Labs

Amazon Web Services is building a supercomputer in collaboration with Anthropic, the AI startup in which the e-commerce giant has an $8 billion minority stake. Hundreds of thousands of AWS’s flagship Trainium chips will be amassed in an “Ultracluster” that when it is completed in 2025 will be one of the largest supercomputers in the world for model training, Amazon says. The company announced the general availability of AWS Trainium2-powered Amazon Elastic Compute Cloud (EC2) virtual servers as well as Trn2 UltraServers designed to train and deploy AI models and teased next-generation Trainium3 chips. Continue reading AWS Building Trainium-Powered Supercomputer with Anthropic

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

Manufacturers that make Arm chips license tech from British developer Arm Holdings, with the option of licensing Arm’s instruction set to build proprietary CPU designs or licensing one of Arm’s Cortex CPU designs. Amid a legal dispute that started two years ago over Qualcomm’s $1.4 billion acquisition of silicon design firm Nuvia, Arm has given its longtime partner Qualcomm a 60-day notice of its license cancellation. If the two companies do not come to an agreement in that time, Qualcomm will have to cease manufacturing Arm chips, which could have a significant impact on the global supply chain, Qualcomm’s revenue, and smartphone makers that use Qualcomm chips. Continue reading Arm Cancels Qualcomm Architecture License in Legal Dispute

Nvidia has debuted a new AI model, Llama-3.1-Nemotron-70B-Instruct, that it claims is outperforming competitors GPT-4o from OpenAI and Anthropic’s Claude 3.5 Sonnet. The impressive showing has prompted speculation of an AI shakeup and a significant shift in Nividia’s AI strategy, which has thus far been focused primarily on chipmaking. The model was quietly released on Hugging Face, and Nvidia says as of October 1 it ranked first on three top automatic alignment benchmarks, “edging out strong frontier models” and vaulting Nvidia to the forefront of the LLM field in areas like comprehension, context and generation. Continue reading Nvidia’s Impressive AI Model Could Compete with Top Brands

Competing chipmakers Intel and AMD are joining forces on an advisory group for x86 computing. Invented by Intel and launched in 1978, the x86 architecture remains one of the most widely used platforms in the world, but has already been displaced by ARM in mobile, and is now fending off a challenge from that architecture in the AI space. Also participating in the x86 advisory are Broadcom, Dell, Google, Hewlett Packard Enterprise, HP Inc., Lenovo, Meta, Microsoft, Oracle and Red Hat, joined by tech luminaries Linus Torvalds, inventor of Linux, and Epic Games founder and CEO Tim Sweeney. Continue reading Rivals Intel and AMD Team Up to Launch x86 Advisory Group

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

Huawei Technologies Co. continued to grow revenue for the sixth consecutive quarter, tallying $33.6 billion for the period ending in June, a 33.7 percent increase year-over-year. The privately held company releases limited financial information. The net profit margin at the half-year mark was said to be 13.2 percent, equivalent to $7.7 billion. Bloomberg extrapolated that to profit of about $5 billion for the quarter, which represents an 18.6 percent decline over the same period last year when asset sales boosted results. The overall trend saw Huawei and other Chinese smartphone manufacturers continuing to gain ground against Apple. Continue reading Huawei Flourishes Despite Sanctions as U.S. Trial Approaches