Customers now have access to Google’s homegrown hardware — its Axion CPU and latest Trillium TPU — in its Cloud service. At the same time, Google gave customers a teaser on Nvidia’s Blackwell coming to Google Cloud, which should… Article Source https://www.hpcwire.com/2024/10/30/role-reversal-google-teases-nvidias-blackwell-as-it-softens-tpu-rivalry/
Sundry Photography Japan’s Sakura Internet requires tens of thousands of Nvidia (NASDAQ:NVDA) graphic processing units a year, and its upcoming data center would likely be fully booked when it comes online in three years, Bloomberg News… Article Source https://seekingalpha.com/news/4222786-nvidias-gpus-see-high-demand-from-japans-sakura-internet-for-data-centers
During the whirlwind AI boom over the past nearly two years, when market watchers think of AI servers, they think of NVIDIA (NASDAQ:) and Super Micro Computer (NASDAQ:). The two have been tied at the hip. NVIDIA makes the AI chips, and Super… Article Source https://www.investing.com/news/stock-market-news/can-nvidias-stock-stay-out-of-the-smci-fire-3697667
The idea that Nvidia is plotting an Arm-based chip for the PC is not news. But the latest coverage from DigiTimes (paywall) claiming that the chip is targeted at the “high end” and goes into production in less than a year makes the whole thing… Article Source https://www.pcgamer.com/hardware/processors/nvidias-high-end-arm-based-chip-for-pcs-will-reportedly-go-into-production-in-2025/
U.S. chipmaker Nvidia will have to seek EU antitrust clearance for its proposed acquisition of Israeli AI startup Run:ai because it threatens competition in the markets where the companies operate, the European Commission said on Thursday. The… Article Source https://www.calcalistech.com/ctechnews/article/rk7fhg11bjg
NVIDIA’s ARM-based “AI PC” chip is expected to debut in the market by September 2025, with commercial production pushing into 2026 as Team Green eyes new markets to monopolize. NVIDIA’s AI PC Chip Ambitions Are Still Very… Article Source https://wccftech.com/nvidias-arm-focused-pc-chip-expected-to-debut-commercially-by-2026-as-team-green-focuses-on-nailing-a-pivotal-release/
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
The Ultra Accelerator Link (UALink) Consortium has officially incorporated, which means it’s now a legal entity. The Consortium seeks to create a new standard for high-speed, low-latency communication across servers in AI data centers, and has… Article Source https://www.tomshardware.com/tech-industry/ualink-consortium-officially-incorporates-nvlink-competitor-headed-by-amd-and-intel-opens-doors-to-contributor-members
Nvidia’s incredible growth is increasingly reliant on just a handful of customers. Nvidia (NVDA -1.36%) had a market capitalization of $360 billion at the start of 2023. Less than two years later,… Article Source https://www.fool.com/investing/2024/10/30/46-nvidia-revenue-came-from-4-mystery-customers/
AMD reported Tuesday that its revenue rose 18% from the same time last year. AMD aims to close the gap with Nvidia, which holds 80% of the GPU market. Despite growth, AMD’s stock fell as much as 10% post-earnings,… Article Source https://www.businessinsider.com/amd-earnings-q3-2024-ceo-lisa-su-nvidia-ai-chips-2024-10