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

Rene Haas, CEO of UK chip designer Arm Holdings, thinks his company’s platform architecture could nab as much as 50 percent of the Windows PC market by 2030. That would essentially be a 400 percent leap from its current 11 percent share in a market dominated by Intel’s x86 design. Because Arm was developed for smartphones, it was driven by energy efficiency, an approach that is paying off in the era of power-hungry AI applications. Now the technology is being used for the first wave of Microsoft Copilot+ Windows laptops, and Arm has also set its sights on desktop PCs. Continue reading Arm CEO Says Company Aims to Capture Half of PC Market

Intel launched new Xeon 6 processors built for high-density AI work in data centers. Intel CEO Pat Gelsinger emphasized performance and power efficiency as he introduced the next-gen Xeon, and said that the Gaudi 3 chips for AI model training and deployment that were released two months ago are less expensive than comparable silicon from Intel rivals. “Intel is one of the only companies in the world innovating across the full spectrum of the AI market opportunity — from semiconductor manufacturing to PC, network, edge and data center systems,” Gelsinger said, embracing open standards during his keynote at Computex. Continue reading Intel’s Xeon 6 Coming to Data Centers and Lunar Lake to PCs

Qualcomm is expanding beyond mobile and into the desktop market in a big way, bringing its AI-enabled Snapdragon X series chips to “all PC form factors,” CEO Cristiano Amon said onstage at Computex this week. Under the theme of “the PC reborn,” Amon said the Snapdragon X Elite and Snapdragon X Plus processors powering Microsoft’s Copilot+ PC experiences are also upping their mobile game. In addition to improving AI experiences with “the world’s fastest and most efficient NPU for laptops,” the chips can deliver “up to multiple days of battery life,” unfettered those on the go from power outlets. Continue reading Qualcomm All-In on Copilot+ PCs Boosting Speed, Battery Life

At Computex Taipei this week, AMD revealed its AMD Ryzen AI 300 Series third generation of AI-enabled mobile processors for next-generation laptops. It joins Intel’s upcoming Lunar Lake and the Snapdragon X platform from Qualcomm among the chips vying for a place in the exploding market for artificial intelligence processing, an area dominated by Nvidia. However, with AI PCs and laptops just hitting the market that field is somewhat in play. The Ryzen AI 300s are among those that will be used to power laptops equipped with Microsoft Copilot+ AI. At Computex, AMD also unveiled its Ryzen 9000 Series processors for desktop PCs. Continue reading AMD Unveils Its Next-Gen AI Chips in Battle for Market Share

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

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 and Quantinuum have improved the logical error rate in quantum computing by 800x, a breakthrough the partners say has the potential to usher in a new era of qubit processing. Using ion-trap hardware from Quantinuum and a qubit-virtualization system from Microsoft, the team ran more than 14,000 experiments with no errors — a huge feat in the notoriously fickle realm of qubits. The system has error diagnostics and corrections built in, identifying which errors need to be fixed and correcting them without destroying the underlying logical qubits, according to the companies. Continue reading Microsoft, Quantinuum Tout Advance in Quantum Computing

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

OpenAI CEO Sam Altman’s ongoing effort to fund a new initiative to produce chips to power artificial intelligence has graduated from a billion-dollar venture to a trillion dollar undertaking that aims at nothing less than “to reshape the business of chips and AI,” per recent reports. The United Arab Emirates has joined the list of sources of potential funding for the global project, which seeks to remedy the tight supply of AI chips that Altman is said to view as an obstacle to OpenAI’s effort to develop artificial general intelligence, which he defines as “systems that are generally smarter than humans.” Continue reading Sam Altman Is Reportedly Seeking ‘Trillions’ to Fund AI Chips

Further insights into OpenAI CEO Sam Altman’s global fundraising effort for a multi-billion dollar computer chip venture now appears to be toward a goal establishing a network of semiconductor plants to manufacture AI chips, according to media reports. The plan would see the 38-year-old entering a hotly competitive yet underserved field, dominated by Nvidia and increasingly Intel, AMD and Qualcomm. Apparently, he feels the existing players aren’t set up to produce the amount of chips required to meet the goals of OpenAI and others through 2030, now that many businesses incorporate AI into workflows and consumer products. Continue reading Altman Is Seeking Billions in Global Funding for AI Chip Plants

Qualcomm’s Snapdragon XR2+ Gen 2 chip for extended reality platforms is designed to allow those who incorporate it into their gear to give Apple’s ambitious and technologically advanced Vision Pro headset a run for its money. Qualcomm says as part of the second gen Plus launch announcement that Samsung and Google have committed to using its new chip to power gen two XR experiences. Among the noteworthy XR2+ features is its single-chip architecture for 4.3K spatial computing at 90 frames per second. It supports 4.3K per eye resolution and 12 or more concurrent cameras to VR and mixed reality experiences. Continue reading CES: Qualcomm Chip Enables Faster Mixed Reality Features

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

Ahead of next month’s CES, Lenovo has unveiled new ThinkPad and IdeaPad laptops powered by Intel’s latest Core Ultra chipsets. The Lenovo ThinkPad X1 Carbon, ThinkPad X1 2-in-1, and IdeaPad Pro 5i are Intel Evo model laptops, each leveraging the Core Ultra’s three compute engines — a CPU, a GPU and, for good measure, a neural processing unit. Lenovo says that while the three generally work together for optimal efficiency, some tasks wind up offloaded to the GPU or NPU to achieve greater performance and power management. Since both form factors use the Windows 11 OS, the new models support Microsoft’s AI Copilot features. Continue reading Lenovo Unveils Laptops for AI-Enabled Business Computing

IBM has produced two quantum computing systems to meet its 2023 roadmap, one based on a chip named Condor, which at 1,121 functioning qubits is the largest transmon-based quantum processor released to date. Transmon-based chips use a type of superconducting qubit that is more error-resistant than typical qubits, which are notoriously unstable. The second IBM system uses three Heron chips, each with 133 qubits. The more modestly scaled Heron and its successor, Flamingo, play a vital role in IBM’s quantum plan, which boasts major progress as a result of these developments. Continue reading IBM Announces Significant Advances in Quantum Computing