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Nvidia, xAI and two energy giants join genAI infrastructure initiative
The new AIP members will “further strengthen the partnership’s technology leadership as the platform seeks to invest in new and expanded AI infrastructure. Nvidia will also continue in its role as a technical advisor to AIP, leveraging its expertise in accelerated computing and AI factories to inform the deployment of next-generation AI data center infrastructure,” the group’s statement said. “Additionally,…
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TSMC Proposes Shared Takeover with Chip Giants
Intel foundry. Image: Intel Taiwan Semiconductor Manufacturing Company has offered a share in its proposed acquisition of Intel’s chip foundries to NVIDIA, Broadcom, and AMD, sources told Reuters. The Taiwanese chipmaker intends to oversee the operations of Intel’s fab division, but aims to retain less than 50% ownership and is seeking multiple partners for the deal. Intel’s reluctance and internal…
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Arm secures Meta as first customer in chip push, challenging industry giants – Computerworld
Arm’s business shift mirrors Nvidia’s model, where chip designs are developed in-house but actual manufacturing is outsourced to foundries like TSMC. This approach allows Arm to enter new markets while reducing capital expenditure on chip fabrication. However, the move could create tensions with long-time partners like Apple, Qualcomm, and Nvidia, who must now consider whether their reliance on Arm’s technology…
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The DeepSeek bombshell has been a wakeup call for US tech giants
Every now and again, life deals you a curveball. In the case of US tech, it was DeepSeek, a Chinese AI startup that caused a meltdown the likes of which we’ve never seen before. News of DeepSeek has ruled the airwaves over the last couple days following the release of powerful new AI models that appear to represent a paradigm…
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DeepSeek triggers shock waves for AI giants, but the disruption won’t last – Computerworld
John Belton, a portfolio manager at Gabelli Funds, an asset management firm whose funds include shares of Nvidia, Microsoft, Amazon, and others, said DeepSeek’s achievements are real, but some of the company’s claims are misleading. “No, you cannot recreate DeepSeek with $6 million and the extent to which they distilled existing models (took shortcuts potentially without license) is an unknown,” Belton…
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AMD rolls out open-source OLMo LLM, to compete with AI giants – Computerworld
Competitive performance and benchmark success In internal benchmarks, AMD’s OLMo models performed well against similarly sized open-source models, such as TinyLlama-1.1B and OpenELM-1_1B, in multi-task and general reasoning tests, the company claimed. Specifically, its performance increased by over 15% on tasks in GSM8k, a substantial gain attributed to AMD’s multi-phase supervised fine-tuning and Direct Preference Optimization (DPO). ‘ In multi-turn…
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