#custom-silicon

[ follow ]
#ai-chips #broadcom #ai-infrastructure #openai #nvidia #intel #leadership-changes #marvell #cloud-computing
fromenglish.elpais.com
2 weeks ago

Google, Amazon, OpenAI and the race to find alternatives to Nvidia

And now, Nvidia is the largest suppler by a long shot of chips for artificial intelligence. Its GPUs have proven to be the best option for training and running AI models. Developers from OpenAI to Google, Anthropic, Meta and Amazon, along with a host of specialized startups, are fighting to get their hands on Nvidia chips. That high demand has made the manufacturer the most valuable company in the world.
Artificial intelligence
#nvidia
more#nvidia
Artificial intelligence
fromTechCrunch
3 weeks ago

Microsoft announces powerful new chip for AI inference | TechCrunch

Maia 200 is a high-performance Microsoft-designed AI inference chip offering over 100 billion transistors and higher petaflop throughput to reduce inference costs and NVIDIA dependence.
Artificial intelligence
fromFortune
2 months ago

Amazon CEO Andy Jassy announces departure of AI exec Rohit Prasad in leadership shakeup | Fortune

Rohit Prasad will depart Amazon at year-end; Peter DeSantis will lead AI models, custom chips, and quantum computing; Pieter Abbeel will head frontier model research.
Silicon Valley
fromTechCrunch
2 months ago

Amazon appoints longtime AWS exec Peter DeSantis to lead new AI org | TechCrunch

Peter DeSantis will lead a new Amazon AI-focused organization responsible for AI models, custom silicon, and quantum computing to accelerate AI performance and efficiency.
Artificial intelligence
fromFortune
2 months ago

Rivian CEO says the EV maker's new large driving model will one day allow for fully autonomous driving-and maybe a spot in the robotaxi race | Fortune

Rivian is developing in-house custom silicon and integrating lidar to advance toward Level 4 autonomy with third‑gen autonomy hardware slated for R2 models in 2026.
Artificial intelligence
fromBusiness Insider
2 months ago

I asked 2 Rivian execs why an adventure-brand EV needs AI and self-driving. To them, they're logical next steps.

Rivian is combining adventure-focused off-roading with a software-first, fully autonomous AI platform powered by its own custom silicon.
Tech industry
fromTechzine Global
2 months ago

Broadcom is growing rapidly thanks to AI, but investors are critical

Broadcom posted strong AI-driven revenue and profit growth, but shares fell as investors worry AI chip margins and non-AI revenue remain weak.
Artificial intelligence
fromBusiness Insider
4 months ago

Greg Brockman says OpenAI's tech found chip optimizations that would've taken humans weeks

OpenAI used its models to co-design custom Broadcom chips, finding optimizations that reduced chip area and accelerated design timelines.
#openai
more#openai
Apple
fromComputerworld
4 months ago

Switching places: Intel fades as Apple rises

Apple and others shifted to custom Arm-based mobile processors while Intel missed the mobile chip revolution, remaining focused on traditional computer processors.
fromTalkMarkets
5 months ago

Meta Just Committed $600 Billion - And Wall Street Isn't Paying Attention (Yet)

Meta (Nasdaq: META) just unveiled one of the most ambitious investment plans in tech history - yet Wall Street seems more focused on TikTok trends than trillion dollar infrastructure. At a recent White House round table, Mark Zuckerberg revealed Meta is planning to spend at least $600 billion through 2028 on U.S. data centers, AI infrastructure, and next-gen platforms. That's not a typo - six hundred billion.
Artificial intelligence
#intel
more#intel
#marvell
from24/7 Wall St.
5 months ago
Business

Live: Marvell Technology (MRVL) Reports Earnings Today - Will It Issue a Big Beat?

Marvell targets ~$2.01B Q2 revenue and $0.67 EPS, driven by AI custom silicon, HBM integration, and co‑packaged optics amid volatile stock reactions.
from24/7 Wall St.
8 months ago
Marketing tech

Marvell Technology (MRVL): Live Earnings Coverage May 29th

Marvell's earnings report is pivotal for assessing AI infrastructure demand impact on revenue.
Investors are keen on growth potential from AI-related products despite expected Q1 declines.
more#marvell
Tech industry
fromInfoWorld
9 months ago

Public cloud providers get into the chip market

Cloud providers are innovating by developing custom silicon to address GPU shortages and increasing demand.
This shift will reshape the CPU and GPU markets significantly.
[ Load more ]