tag: Nvidia

Review Paper: Wafer-Scale Accelerators Versus GPUs (UC Riverside)
By Technical Paper Link - 18 Jun, 2025 - Comments: 0

A new technical paper titled "Performance, efficiency, and cost analysis of wafer-scale AI accelerators vs. single-chip GPUs" was published by researchers at UC Riverside. "This review compares wafer-scale AI accelerators and single-chip GPUs, examining performance, energy efficiency, and cost in high-performance AI applications. It highlights enabling technologies like TSMC’s chip-on-wafe... » read more

TSMC: King Of Data Center AI
By Geoff Tate - 16 Jun, 2025 - Comments: 0

Large language models (LLMs like ChatGPT) are driving the rapid expansion of data center AI capacity and performance. More capable LLM models drive demand and need more compute. AI data centers require GPUs/AI Accelerators, switches, CPUs, storage and DRAM. About half of semiconductors are consumed by AI data centers now. This percentage will be much higher by 2030. TSMC has essentially 1... » read more

Chip Industry Week in Review
By The SE Staff - 13 Jun, 2025 - Comments: 0

The Chinese Academy of Sciences unveiled a fully automated processor chip design system, claiming the potential to accelerate semiconductor development and replace human programmers. Micron Technology plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, which is $30 billion higher than previously reported. AMD laun... » read more

RISC-V’s Increasing Influence
By Brian Bailey - 12 Jun, 2025 - Comments: 2

The industry is increasingly talking about benefits brought by the RISC-V architecture, but is it even the right starting point? While it may not be perfect, it may provide the flexibility necessary to move forward gradually. Computer architectures and software have followed in the footsteps of processors developed 80 years ago. They aimed to solve sequential, scalar arithmetic problems usin... » read more

Chip Industry Week in Review
By The SE Staff - 06 Jun, 2025 - Comments: 0

Qualcomm announced plans to buy Alphawave Semi for ~$2.4 billion in a deal expected to close in Q1 2026. Qualcomm plans to leverage Alphawave Semi's connectivity products, including chiplets, to develop high-performance, low-power solutions for AI inferencing and customized CPUs in data centers. Qualcomm's traditional targets were mobile phones and edge computing. [Updated 6/9.] Global semic... » read more

Chip Industry Week in Review
By The SE Staff - 30 May, 2025 - Comments: 1

The U.S. Commerce Department is tightening controls on EDA software sold to China by imposing additional license requirements. EDA companies are assessing the impact. Details on how broad the restrictions will be are still pending. The U.S. Federal Trade Commission (FTC) will require Synopsys and Ansys to divest key software assets — including optical, photonic, and RTL power analysis tool... » read more

Chip Industry Week in Review
By The SE Staff - 23 May, 2025 - Comments: 0

Podcast: imec's roadmap and a one-on-one interview with the European research house's chief strategy officer. China's Xiaomi debuted an in-house-designed 10-core mobile SoC built on a 3nm process. The company did not identify the foundry. It also announced plans to invest 50 billion yuan (~$7B) over the next decade to develop high-end smartphone chips, as part of a 200 billion yuan (~$28B) c... » read more

Chip Industry Week in Review
By The SE Staff - 09 May, 2025 - Comments: 0

Check out the Inside Chips podcast for our behind-the-scenes analysis. The U.S. government is rescinding a Biden-era AI export rule that would have imposed complex restrictions on how U.S. chip and AI technology is sold abroad, a move welcomed by companies like Nvidia, reports Bloomberg. While new, simpler guidelines are expected in the coming months, the decision introduces short-term uncer... » read more

Photonics Speeds Up Data Center AI
By Geoff Tate - 01 May, 2025 - Comments: 0

Photonics is playing an increasingly vital role in the acceleration of AI within data centers. The global market for optical components is already substantial, accounting for $17 billion in revenue last year. Historically, telecommunications — such as undersea cables and fiber-to-the-home — dominated demand. However, the datacom sector, especially AI-driven data centers, now accounts for... » read more

2030 Data Center AI Chip Winners: The Trillion Dollar Club
By Geoff Tate - 07 Apr, 2025 - Comments: 0

At the start of 2025, I believed AI was overhyped, ASICs were a niche, and a market pullback was inevitable. My long-term view has changed dramatically. AI technology and adoption is accelerating at an astonishing pace. One of the GenAI/LLM leaders, or Nvidia, will be the first $10 Trillion market cap company by 2030. Large language models (LLMs) are rapidly improving in both capability and ... » read more

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