China’s Huawei Technologies is getting ready to test its newest AI processor, which the company believes is powerful enough to replace high-end chips from U.S. rival Nvidia, whose top-tier products are prohibited from export to China due to a trade embargo. Huawei’s AI ambitions suggest a superpower competition over semiconductors gearing up despite the U.S. government’s attempt to stymie Beijing. Huawei expects to receive its first samples of its latest AI processor, the Ascend 910D, as early as next month, and is reportedly casting about for tech firms capable of testing it out. Continue reading Huawei’s Processor Could Chip Away at Nvidia Market Share

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

Nvidia and the National Energy Research Scientific Computing Center (NERSC) debuted Perlmutter, an AI supercomputer that features 6,144 Nvidia A100 Tensor Core GPUs. Named for astrophysicist Saul Perlmutter, the supercomputer has been dubbed by Nvidia as “the fastest on the planet,” at processing with the 16-bit and 32-bit mixed-precision math used in AI applications, said the company’s global HPC and AI product marketing lead Dion Harris. Its first job will be to create the largest-ever 3D map of the visible universe. Continue reading Nvidia and NERSC Unveil a New Supercomputer for AI Tasks