Broadcom has secured the contract to design Google’s upcoming AI ASIC chip, according to a report from JPMorgan, as reported by Investing.com India. This partnership signifies a significant step forward in the development of advanced artificial intelligence technologies. The exclusive nature of the agreement highlights Broadcom’s expertise in the field of chip design and its … Read more
Google has decided to switch from Samsung Foundry to TSMC for the manufacturing of its next-generation Tensor G5 chip, which will be used in the Pixel 10 series. The chip is being manufactured using TSMC’s 4nm process, as revealed by information detected by AndroidAuthority. The new chip, codenamed ‘Laguna Beach’, has been sent to an … Read more
A recent discovery in an import/export database has revealed the first evidence of a new chip revision for the upcoming successor to the Pixel 9, expected to arrive in 2025. This new chip, known as Tensor G5, marks a departure from the previous four generations of Google Tensor chips and will not be produced by … Read more
Google’s custom tensor processors have been developed in partnership with Samsung’s silicon division since the first generation chip in 2021. While this collaboration has expedited the development process, it has also limited Google to Samsung technologies, resulting in certain drawbacks such as thermal performance and efficiency compared to chips manufactured by TSMC. The upcoming Pixel … Read more
Nvidia has faced a setback in the Chinese AI chip market as Huawei’s Ascend 910B outperformed the Nvidia H20 legal sanctions chip by about 10% in AI workloads, according to a report from Reuters. This has led Nvidia to lower the prices of the H20 by more than 10% in the Chinese market, impacting their … Read more
NVIDIA has announced a significant acceleration of its GPU, CPU, and AI roadmap, moving to a 1-year cadence instead of the previous 2-year cycle. CEO Jensen Huang revealed plans to launch next-generation GPUs, CPUs, and AI solutions quicker than other competitors. The company’s current roadmap includes products like the Hopper H200 and the Blackwell B100 … Read more
On Thursday, Nvidia saw a 9% increase in its stock price after announcing a robust income forecast that highlighted the strong demand for AI-driven chips, leading to a surge in semiconductor stocks. This positive news came on the heels of a successful quarter for American tech giants, including Microsoft, where AI was identified as a … Read more
Semiconductor stocks experienced a mixed day of trading on Thursday, with Nvidia standing out after reporting impressive quarterly results and providing strong guidance that received positive feedback from Wall Street. Nvidia’s stock soared by 10% after surpassing the $1,000 mark and announcing its second-quarter revenue expectations of $28 billion, exceeding analyst forecasts. The company’s CEO, … Read more
Futures tied to the Nasdaq and S&P 500 climbed on Thursday as semiconductor stocks surged following Nvidia’s positive revenue outlook, boosting confidence in the rapid advancement of artificial intelligence technology. The optimistic forecast from Nvidia, a major player in the semiconductor industry, has ignited investor enthusiasm for the potential of AI technology. Article Source https://www.reuters.com/markets/us/nasdaq-sp-500-futures-pop-nvidia-fuels-chip-stocks-rally-2024-05-23/
NVIDIA has released its highly anticipated earnings report, surpassing expectations for income and profitability. Yahoo Finance’s Jared Blikre analyzes the details and discusses how NVIDIA’s performance is affecting the broader semiconductor market. The company’s stock price saw a 4% increase after the report, reaching almost $1000 on the secondary market. The post also mentions a … Read more