/cdn.vox-cdn.com/uploads/chorus_asset/file/25697380/STK071_APPLE_A.jpg?w=1200&resize=1200,628&ssl=1 "The iPhone 17 might use Apple’s own Wi-Fi chips")
Apple’s journey to making its own wireless chips has been a long one, but the end might be in sight. Analyst Ming-Chi Kuo posted on X that Apple’s switch to its own in-house Wi-Fi / Bluetooth chips will start with the iPhone 17 in the second… Article Source https://www.theverge.com/2024/10/31/24284959/iphone-17-wifi-bluetooth-chip-broadcom
Apple (AAPL, Financial) may reduce its reliance on Broadcom’s (AVGO) Wi-Fi chips by introducing its own processors next year. This transition could significantly impact Broadcom, which derives a substantial part of its revenue from Apple…. Article Source https://www.gurufocus.com/news/2577641/apple-aapl-plans-shift-to-inhouse-wifi-chips-impacting-broadcom-avgo
/cdn.vox-cdn.com/uploads/chorus_asset/file/25709064/newsroom_intel_gaudi_3_2.jpg.rendition.intel.web.1648.927.jpg?w=1200&resize=1200,628&ssl=1 "Intel’s Gaudi AI chips are far behind Nvidia and AMD, won’t even hit 0M goal")
“We will not achieve our target of $500 million in revenue for Gaudi in 2024,” CEO Pat Gelsinger just said on the company’s Q3 2024 earnings call today. Though Intel just launched its recent Gaudi 3 accelerator this past quarter, said… Article Source https://www.theverge.com/2024/10/31/24284860/intel-gaudi-wont-meet-500-million-goal
Apple to reduce reliance on Broadcom in 2025 with own Wi-Fi chips: analyst Seeking Alpha Article Source https://seekingalpha.com/news/4228766-apple-to-reduce-reliance-on-broadcom-in-2025-with-own-wi-fi-chips-analyst
Mark Zuckerberg says Meta’s Llama 4 AI models are training on the biggest GPU cluster in the industry. During Meta’s earnings call, he said the cluster is “bigger than 100,000 H100s.” Elon Musk has said xAI is… Article Source https://www.businessinsider.com/mark-zuckerberg-meta-nvidia-h100-chip-cluster-llama-4-2024-10
Broadcom falls, analyst says Apple to cut reliance for Wi-Fi chips … Article Source https://www.xm.com/research/markets/allNews/reuters/broadcom-falls-analyst-says-apple-to-cut-reliance-for-wifi-chips-53958087
Nvidia’s Arm-based consumer PC platform, which has reportedly been in development for a while, is set to launch about a year from now, in September 2025, according to DigiTimes. The Arm-based PC platform for Windows is expected to rely on… Article Source https://www.tomshardware.com/desktops/gaming-pcs/nvidias-arm-based-pc-chips-for-consumers-to-launch-in-september-2025-commercial-to-follow-in-2026-report
Samsung announced its earnings for the third quarter earlier today. A large part of its earnings call was spent discussing memory chips since those are considered the company’s biggest source of profit. However, the… Article Source https://www.sammobile.com/news/samsung-hbm3e-chips-approved-nvidia-hint/
ADAM SMITH would be baffled by microelectronics. When the great economist died in 1790 James Watt’s two-cylinder steam engine passed for the height of technological sophistication. If he recognised the prefix “nano”—a fair bet for a… Article Source https://www.economist.com/business/2024/10/31/can-anyone-besides-nvidia-make-big-bucks-from-chips
OpenAI is reportedly teaming up with Broadcom and TSMC to build custom AI chips, per Reuters. It would see OpenAI joining tech giants like Meta, Amazon, and Google in designing their own chips. OpenAI could have… Article Source https://www.businessinsider.com/openai-chip-design-tsmc-broadcom-big-tech-nvidia-2024-10