Nvidia is investing $30 billion in a new business unit focused on custom chips for high-performance computing. The company already controls about 80 percent of the advanced chip market but wants to avoid losing ground as alternatives spring up. Alphabet, AWS, Intel and AMD market high-end processors to third-parties, and Meta is expected to begin deploying its own Artemis AI chips this year. Nvidia has had discussions with Amazon, Google, Meta, Microsoft and OpenAI about helping them create bespoke chips and is also talking to automakers, cloud service providers (CSPs) and telecom companies, according to reports. Continue reading Nvidia to Launch Unit Devoted to Building Custom HPC Chips

In a Threads post last week, Meta Platforms CEO Mark Zuckerberg announced that the company’s new frontier is open-source artificial general intelligence (AGI). Meta has united its FAIR and GenAI research teams behind the goal of developing such a platform, which Zuckerberg described as part of the company’s “long-term vision.” “The next generation of services required is building full general intelligence, building the best AI assistants, AIs for creators, AIs for businesses and more,” Zuckerberg said, explaining that will require “advances in every area of AI from reasoning to planning to coding to memory and other cognitive abilities.” Continue reading Meta Combines Research Units to Develop Open-Source AGI

The demand for artificial intelligence by enterprise as well as consumers is putting tremendous pressure on cloud service providers to meet the vast data center resources required to train the models and deploy the resulting apps. Microsoft recently opened up about the pivotal role it played in getting OpenAI’s ChatGPT to the release phase via its Azure cloud computing platform, linking “tens of thousands” of Nvidia A100 GPUs to train the model. Microsoft is already upgrading Azure with Nvidia’s new H100 chips and latest InfiniBand networking to accommodate the next generation of AI supercomputers. Continue reading Microsoft Believes Azure Platform Is Unlocking ‘AI Revolution’

Microsoft has entered into a multi-year deal with Nvidia to build what they’re calling “one of the world’s most advanced supercomputers,” powered by Microsoft Azure’s advanced supercomputing infrastructure combined with Nvidia GPUs, networking and full stack of AI software to help enterprises train, deploy and scale AI, including large, state-of-the-art models. “AI is fueling the next wave of automation across enterprises and industrial computing, enabling organizations to do more with less as they navigate economic uncertainties,” Microsoft cloud and AI group executive VP Scott Guthrie said of the alliance. Continue reading Microsoft, Nvidia Partner on Azure-Hosted AI Supercomputer

Nvidia becomes the first stateside chipmaker to launch a product in China that manages to clear strict U.S. export hurdles aimed at keeping high-end processors out of the territory. Computers with the new Nvidia chip, the A800, are already selling in China. Publicly traded Nvidia had been concerned the export limits could divert hundreds of millions of dollars from its bottom line. In October, U.S. regulators effectively banned shipments of advanced microchips and the equipment required to make them in order to bolster national security and thwart Chinese weaponization. Continue reading Nvidia Offers Advanced Chip to Clear U.S. Export Control List