Chip Industry Week In Review


Deals, Funding Intel will join Elon Musk’s Terafab chip manufacturing project alongside Tesla, SpaceX, and xAI. Intel described its role as helping refactor silicon fab technology for a project targeting production of 1 TW/year of compute for AI and robotics applications. Intel and Google are expanding a multi-year collaboration on AI and cloud infrastructure, with Intel Xeon processo... » read more

Chip Industry Week In Review


Geopolitics U.S. lawmakers are urging tighter export controls on advanced semiconductor manufacturing equipment (SME) to China, warning existing loopholes threaten national security. "China is working to build domestic SME by exploiting access to U.S. and allied subcomponents required to produce tools," states the letter, which also says better coordination with allies is essential. The U.S.... » read more

GPU Or ASIC For LLM Scale-Up?


The CEOs of OpenAI, Anthropic, and xAI share a strikingly similar vision — AI's progress is exponential, it will change humanity, and its impact will be greater than most people expect. This is more than just speculation. The market for AI, and its value, are real today: A human developer with GitHub CoPilot codes 55% faster with AI. GPT-4 scores 88th percentile on the LSAT vs. 50t... » read more

Why It’s So Hard To Secure AI Chips


Demand for high-performance chips designed specifically for AI applications is spiking, driven by massive interest in generative AI at the edge and in the data center, but the rapid growth in this sector also is raising concerns about the security of these devices and the data they process. Generative AI — whether it's OpenAI’s ChatGPT, Anthropic’s Claude, or xAI’s Grok — sifts thr... » read more

Chip Industry Week In Review


JEDEC and the Open Compute Project rolled out a new set of guidelines for standardizing chiplet characterization details, such as thermal properties, physical and mechanical requirements, and behavior specs. Those details have been a sticking point for commercial chiplets, because without them it's not possible to choose the best chiplet for a particular application or workload. The guidelines ... » read more

Dealing With AI/ML Uncertainty


Despite their widespread popularity, large language models (LLMs) have several well-known design issues, the most notorious being hallucinations, in which an LLM tries to pass off its statistics-based concoctions as real-world facts. Hallucinations are examples of a fundamental, underlying issue with LLMs. The inner workings of LLMs, as well as other deep neural nets (DNNs), are only partly kno... » read more

Chip Industry Week In Review


By Jesse Allen, Karen Heyman, and Liz Allan AMD took the covers off new AI accelerators for training and inferencing of large language model and high-performance computing workloads. In its announcement, AMD focused heavily on performance leadership in the commercial AI processor space through a combination of architectural changes, better software efficiency, along with some improvements in... » read more

Week In Review: Auto, Security, Pervasive Computing


Google was hit with a class action suit in U.S. District Court in San Francisco, alleging data scraping from millions of users without consent and violation of copyright laws to train and develop its AI products. Last month, the same law firm filed a suit against OpenAI for ChatGPT. Despite calling for a pause on development of advanced AI in March, Elon Musk launched xAI, a new company focu... » read more