SoftBank’s Arm Plans to Supply AI Chips, Open Data Centers

Masayoshi Son, CEO of Japan’s SoftBank, wants to transform the tech conglomerate’s Arm subsidiary into an AI powerhouse, and he is investing $64 billion (10 trillion yen) to implement the plan, which includes turning the UK-based unit into an AI chip supplier. Son announced that by spring 2025 Arm is expected to have its first prototype, followed by mass production by contract suppliers and commercial sales in the fall. Arm designs but does not manufacture circuitry, supplying what it calls “chip architecture” to customers including Nvidia and Qualcomm. Continue reading SoftBank’s Arm Plans to Supply AI Chips, Open Data Centers

Microsoft, Amazon Commit to Expanding Operations in France

France has been pursuing Big Tech and Microsoft and Amazon are among the first to express interest. Microsoft has committed $4.3 billion to expand cloud and AI infrastructure there, sharing plans to bring as many as 25,000 advanced GPUs to France by the close of 2025. The software giant will also train one million people for AI and data jobs while supporting 2,500 AI startups over the next three years. Meanwhile, Amazon announced that it would invest up to $1.3 billion to expand its existing footprint of 35 logistics facilities in the country. The deals were announced Monday during the Choose France summit hosted by French President Emmanuel Macron. Continue reading Microsoft, Amazon Commit to Expanding Operations in France

Microsoft to Invest $3.3 Billion in Building New AI Data Center

This week Microsoft announced plans to help establish Southeast Wisconsin “as a hub for AI-powered economic activity, innovation, and job creation,” according to the company’s press release. As part of the broad investment package, the tech giant is planning “$3.3 billion in cloud computing and AI infrastructure, the creation of the country’s first manufacturing-focused AI co-innovation lab, and an AI skilling initiative to equip more than 100,000 of the state’s residents with essential AI skills.” Microsoft’s new data center campus will replace the failed $10 billion Foxconn LCD manufacturing center planned for Mount Pleasant, situated in Racine County. Continue reading Microsoft to Invest $3.3 Billion in Building New AI Data Center

Amazon Q1 Profits Surge on Strong Retail and AWS Comeback

Amazon reported $143.3 billion in Q1 revenue, a 13 percent increase year-over-year, excluding the impact from foreign exchange rates, with net income at just over $10.3 billion, a nearly 229 percent surge that set a first quarter record for the company. Both categories outperformed Wall Street expectations, with strong online sales and a booming cloud business thanks to the increased demands of artificial intelligence deployment by enterprise clients credited as driving the boom. Amazon President and CEO Andy Jassy called it “a good start to the year.” Continue reading Amazon Q1 Profits Surge on Strong Retail and AWS Comeback

Alphabet Profit Up 57 Percent, Prompting First-Ever Dividend

Alphabet reported revenue of $80.5 billion for Q1, a 15 percent increase fueled largely by online advertising from Google Search and YouTube. The figure topped analyst estimates of $78.8 billion. Profit soared, rising 57 percent to more than $23.6 billion, wildly overperforming the forecast of $18.9 billion. The strong performance resulted in Alphabet announcing its first ever shareholder dividend, at 20 cents per share, which pays out on June 17. Alphabet’s board approved a $70 billion stock repurchase program, and the news-filled earnings event drove Alphabet shares up 13 percent in after-hours trading. Continue reading Alphabet Profit Up 57 Percent, Prompting First-Ever Dividend

Meta Deploys Gen 2 MTIA AI Accelerator Chip in Data Centers

Meta’s next generation AI silicon is a 5nm chip designed to power the models that provide recommendations to those who use its social network platforms. The new MTIA inference accelerator is part of a “broader full-stack development program for custom, domain-specific silicon that addresses our unique workloads and systems,” Meta says. The next-gen MTIA more than doubles the compute and memory bandwidth of its predecessor, the 7nm MTIA v1 chip introduced in May 2023, resulting in 3x the performance, according to Meta, which says the new silicon is already live in 16 data centers. Continue reading Meta Deploys Gen 2 MTIA AI Accelerator Chip in Data Centers

Microsoft, OpenAI Considering a Supercomputer Data Center

Microsoft and OpenAI are contemplating an AI supercomputer data center that may cost as much as $100 billion. Called Stargate, the aim would be to have it operational by 2008 to drive OpenAI’s next generation of artificial intelligence. According to reports, the Stargate complex would span hundreds of U.S. acres and use up to 5 gigawatts of power, which is massive (the equivalent of a substantial metropolitan power grid). In light of those power needs, a nuclear power source is said to be under consideration. The project is not yet green-lit, and no U.S. location has been selected. Continue reading Microsoft, OpenAI Considering a Supercomputer Data Center

Amazon Increases Its Investment in Anthropic AI to $4 Billion

Amazon has added $2.75 billion to its initial September 2023 investment of $1.25 billion in Anthropic, completing its announced $4 billion stake in the artificial intelligence startup formed in 2021 by former members of OpenAI. As part of the resulting strategic collaboration, Anthropic’s most powerful models, including the Claude 3 series, are available on Amazon Bedrock, a service providing fully managed foundation models. Anthropic is using Amazon Web Services as its primary cloud provider and Amazon says Anthropic will use AWS Trainium and Inferentia chips “to build, train, and deploy its future models.” Continue reading Amazon Increases Its Investment in Anthropic AI to $4 Billion

Nvidia Revenue and Profits Soar on Strength of AI Chip Sales

Demand for artificial intelligence computer chips drove Nvidia income up 769 percent to nearly $12.3 billion for Q4, year-over-year, and 286 percent — to just over $29.7 billion — for the full-year fiscal 2024 frame that ended January 28. Revenue was $22.1 billion (+265 percent) and $60.9 billion (+126 percent) for the respective periods. Data center sales hit record highs of $18.4 billion for the quarter, up 409 percent from the previous year, $47.5 billion for the fiscal year, an increase of 217 percent. Gaming revenue was flat for Q4, at $2.9 billion, and up 115 percent for the year. Continue reading Nvidia Revenue and Profits Soar on Strength of AI Chip Sales

Cisco and Nvidia Team to Offer Help Developing In-House AI

Nvidia and Cisco Systems want to simplify the process of creating in-house AI computing infrastructure with a new joint service offering end-to-end artificial intelligence solutions that aim to allow any enterprise firm to host its own AI data center. Along with its own networking gear, Cisco will globally broker Nvidia AI software and GPU cloud products along with jointly configured “purpose-built Ethernet networking-based solutions.” European cloud services provider ClusterPower is an early customer, using the new offering “to help drive data center operations with innovative AI/ML solutions.” Continue reading Cisco and Nvidia Team to Offer Help Developing In-House AI

Intel, DigitalBridge Launch GenAI Software Firm for Enterprise

Intel has teamed with Florida-based investment firm DigitalBridge to launch Articul8, an independent company catering to the GenAI software needs of enterprise customers by offering secure, vertically-optimized full-stack solutions. Intel says the GenAI system can read text and images. It was reportedly developed by Intel to meet the security needs of Boston Consulting Group to run in its data centers, and later scaled for general enterprise use. Articul8 aims to keep customer data, training and inference “within the enterprise security perimeter,” Intel notes, adding that customers can choose between cloud, on-premise or hybrid deployment. Continue reading Intel, DigitalBridge Launch GenAI Software Firm for Enterprise

Intel Unveils AI-Driven Chips to Compete with Nvidia and AMD

Intel formally launched its new Core Ultra CPUs and related products this week at its AI Everywhere event. The company shared new solutions ranging from the data center to the cloud edge and PC. Intel’s new mobile processors are part of its Meteor Lake lineup, all of which will now bear the Ultra imprimatur instead of the “I,” promising greater power efficiency and performance. At the New York City event, Intel CEO Pat Gelsinger said “AI innovation is poised to raise the digital economy’s impact up to as much as one-third of global gross domestic product.” Continue reading Intel Unveils AI-Driven Chips to Compete with Nvidia and AMD

AMD’s New AI Chips Get Welcome Reception from Enterprise

AMD is coming to market with a new slate of chips optimized for artificial intelligence, including the AMD Instinct MI300 Series data center AI accelerators, ROCm 6 open software stack with new features for large language models, and Ryzen 8040 Series processors with Ryzen AI. The new offerings have received a welcome reception from customers including Microsoft, Oracle, Meta Platforms and Dell, among others that can benefit from building a strong network of suppliers of AI chips. The market is currently dominated by Nvidia, which is challenged to meet existing demand. Continue reading AMD’s New AI Chips Get Welcome Reception from Enterprise

Stability AI Intros Real-Time Text-to-Image Generation Model

Stability AI, developer of Stable Diffusion (one of the leading visual content generators, alongside Midjourney and DALL-E), has introduced SDXL Turbo — a new AI model that demonstrates more of the latent possibilities of the common diffusion generation approach: images that update in real time as the user’s prompt updates. This feature was always a possibility even with previous diffusion models given text and images are comprehended differently across linear time, but increased efficiency of generation algorithms and the steady accretion of GPUs and TPUs in a developer’s data center makes the experience more magical. Continue reading Stability AI Intros Real-Time Text-to-Image Generation Model

Nvidia Sales Surge as Rivals Circle and China Sanctions Loom

Nvidia logged another record quarter, with Q3 revenue of $18.12 billion, up 206 percent from a year ago and a 34 percent increase from Q2 that exceeded both its own and analyst projections. The surge, attributed to increasing demand for the chips that drive artificial intelligence, logged primarily under Nvidia’s data center results a record $14.51 billion, up 279 percent from the prior year and 41 percent from Q2. Profits swelled to $9.2 billion, a stunning 1,259 percent increase from 2022’s $680 million. The results for Nvidia’s Q3 were for the three-month period ending October 31. Continue reading Nvidia Sales Surge as Rivals Circle and China Sanctions Loom