Upstart claims its chips beat Nvidia's A100 on AI oomph:
That's nice, but what about Nv's H100?
theregister.com/2022/09/15/sambanova_ai_chip_nvidia/
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| Last Updated | Sep 15 22 |
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TSMC boosts Biden’s AI chip ambitions with US production deal: World’s biggest chipmaker will build cutting-edge facilities in Arizona in exchange for billions ...
ft.com/content/4798ab77-e063-4784-bdf3-19852b41fd1f
Quick Glance: Billion-Dollar Deal Strengthens US Semiconductor Production and National Security
- The world's largest chipmaker is planning cutting-edge facilities in Arizona with substantial subsidies.
- From 2028, TSMC will produce its most advanced products in Arizona to boost US semiconductor production.
- The $65 billion investment in the US drives 2nm chip production and enhances national security.
- This move supports the goal of relocating 20% of global advanced semiconductor manufacturing onshore by 2030.
AMD Has a New Bull, and Is Coming for Nvidia’s AI Lunch
barrons.com/articles/amd-stock-nvidia-ai-upgrade-5760ee3c
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Ampere rides again as Nvidia unveils single-slot RTX A1000 and A400 for professionals — the latter featuring a massively cut-down GA107 chip
tomshardware.com/pc-components/gpus/ampere-rides-again-as-nvidia-unveils-single-slot-rtx-a1000-and-a400-for-professionals-the-latter-featuring-a-massively-cut-down-ga107-chip
Nvidia Stock Rises. Why Analysts See a Short-Term Opportunity for More Gains.: Nvidia was rising early on Monday. The chip maker's rally has levelled off over ...
on.barrons.com/4aX53Jh
Chips Stocks Fall Into Correction on Rates, China Demand Worries: A gauge of global chip stocks and AI bellwether Nvidia Corp. have fallen together into a ...
trib.al/oqmfyp9
Intel's neuromorphic 'owl brain' swoops into Sandia labs: Hala Point system crams more than a thousand neurochips into a 6U chassis to tackle real-time AI
theregister.com/2024/04/17/intel_hala_point_neuromorphic_owl/
Nvidia blames Intel for GPU VRAM errors, tells GeForce gamers experiencing 13th or 14th Gen CPU instability to contact Intel support
tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support
Jim Keller suggests Nvidia should have used Ethernet to stitch together Blackwell GPUs — Nvidia could have saved billions
tomshardware.com/tech-industry/artificial-intelligence/jim-keller-suggests-nvidia-should-have-used-ethernet-to-stitch-together-blackwell-gpus
Nvidia CEO Huang Sees AI as Making Society More Equitable: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”
barrons.com/articles/nvidia-ceo-jensen-huang-ai-society-more-equitable-01d2e875
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India 'considering deal' with Nvidia to get GPUs for national AI mission: Powerful chips will be provided to local startups, researchers, academic institutions ...
business-standard.com/companies/news/india-considering-deal-with-nvidia-to-get-gpus-for-national-ai-mission-124041700194_1.html
Nvidia CEO Jensen Huang Sees AI as the Great Equalizer: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”
on.barrons.com/4azFX3A
Nvidia Stock Rises. Intel Is Challenging the AI Chip Maker in China.: Nvidia stock was gaining early Wednesday. Intel will soon challenge its ...
barrons.com/articles/nvidia-stock-price-buy-sell-7583ad5a
Paid articlePaid Samsung boosts Joe Biden’s chipmaking ambitions with major Texas plant upgrade: South Korean group set to outdo rival TSMC with cutting-edge 2nm chip production ...
ft.com/content/4124eb79-ea40-411d-85df-0235774e316b
'Enhanced' Nvidia A100 GPUs appear in China's second-hand market — new cards surpass sanctioned counterparts with 7,936 CUDA cores and 96GB HBM2 memory
tomshardware.com/pc-components/gpus/enhanced-nvidia-a100-gpus-appear-in-chinas-second-hand-market-new-cards-surpass-sanctioned-counterparts-with-7936-cuda-cores-and-96gb-hbm2-memory
Nvidia Reveals 8 'Secrets' For When To Sell Stocks. No. 2 Is Key.: As top growth stocks like Nvidia test key moving averages, keep in mind these proven ...
investors.com/how-to-invest/when-to-sell-stocks-nvidia-nvda-stock/
U.S. blacklists Intel's and Nvidia's key partner in China — three other Chinese firms also included in the blacklist for helping the military
tomshardware.com/tech-industry/semiconductors/us-blacklists-intels-and-nvidias-key-partner-in-china
Nvidia GPU Partners Expect RTX 5090, 5080 to Launch Later This Year: The company is rumored to launch 50-Series RTX GPUs earlier than expected.
extremetech.com/gaming/nvidia-gpu-partners-expect-rtx-5090-5080-to-launch-later-this-year
Intel details Gaudi 3 at Vision 2024 — new AI accelerator sampling to partners now, volume production in Q3
tomshardware.com/pc-components/cpus/intel-details-guadi-3-at-vision-2024-new-ai-accelerator-sampling-to-partners-now-volume-production-in-q3
Stock market today: S&P 500 hits 4-day losing streak as tech drops: The S&P 500 notched its fourth-straight day of losses as Nvidia, Meta, and other tech names ...
markets.businessinsider.com/news/stocks/stock-market-today-sp500-tech-fed-rate-cuts-outlook-inflation-powell-2024-4
Quick Glance: Powell Warns of Lack of Progress on Inflation
- Federal Reserve Chair Jerome Powell emphasized that the U.S. economy, while otherwise strong, has not seen a return of inflation to the central bank's target.
- Powell mentioned that the current policy should remain in place as inflation has not declined quickly enough and there has been no further progress towards the 2% goal.
- Since July 2023, the Fed has maintained its benchmark interest rate in a target range between 5.25% and 5.5%, the result of 11 consecutive rate hikes.
- Financial markets have had to adjust their expectations for rate cuts this year as inflation has been higher than expected, and the Fed's policy continues to be dependent on data.
Tesla and Nvidia Could Be a Match Made in AI Heaven: Morgan Stanley believes the EV maker could become the semiconductor manufacturer’s largest customer.
barrons.com/articles/tesla-nvidia-stocks-ai-636bbf5f
Paid articlePaid These 2 Stocks' Profit Growth Will Outshine Nvidia's, Analysts Say: Nvidia's first-quarter profit growth is expected to be very good ...
investors.com/etfs-and-funds/sectors/sp500-stocks-profit-growth-will-outshine-nvidias-analysts-say/
Nvidia Stock Enters Correction Territory. Blame Google’s Chips News for a Small Part in That.
barrons.com/articles/nvidia-stock-price-buy-sell-167b44af
Paid articlePaid Nvidia stock price outlook: 81% upside as AI ecosystem potential realized: "We think investors underestimate the importance of the chip+hardware+software ...
markets.businessinsider.com/news/stocks/nvidia-stock-price-prediction-ai-ecosystem-potential-fully-realized-2024-4
Here's Your 'Second Chance' To Own 7 Leading Stocks Like Nvidia: Tired of listening to your neighbors bragging about all their winning S&P 500 ...
investors.com/etfs-and-funds/sectors/sp500-your-second-chance-to-own-7-leading-stocks-like-nvidia/
AI in Focus: All that and a bunch of chips: Plus: Nvidia needs to watch its back.
qz.com/emails/daily-brief/1851407725/ai-in-focus-all-that-and-a-bunch-of-chips
Google and Intel are challenging Nvidia's AI chip dominance. It won't be easy.: The AI chip maker faces growing competition, even from its biggest customers ...
qz.com/nvidia-ai-chips-google-intel-meta-microsoft-amazon-1851401701
This Value-Focused Fund Doesn’t Own Nvidia. It’s Beating the Market Anyway.: The Neuberger Berman Sustainable Equity fund follows the Warren Buffett model of ...
barrons.com/articles/value-focused-nvidia-beating-market-buffett-ad41420b
Paid articlePaid Nvidia Stock Shakes Off Dip. Its AI Competition Is Ramping Up.: Nvidia stock has shrugged off AI announcements from Intel, Google, Meta, and Marvell Technology.
barrons.com/articles/nvidia-stock-price-buy-sell-2c6124fa
Paid articlePaid Wall Street Is Searching for AI Winners Across Emerging Markets: Some of the world’s biggest money managers are searching for the next wave of artificial ...
bloomberg.com/news/articles/2024-04-07/wall-street-hunts-ai-winners-beyond-nvidia-in-emerging-markets
Paid articlePaid Nvidia Stock Gains. Why It's Safe From a Raft of New AI Chips for Now.: Nvidia was edging up early on Thursday despite a flurry of announcements from rivals ...
on.barrons.com/3TR2nGp
ChatGPT requires 15 times more energy than a traditional web search, says Arm exec
qz.com/chatgpt-requires-15-times-more-energy-than-a-traditiona-1851417343
Big tech in danger? Why the Magnificent 7 could soon be just 5 stocks, according to top experts
boerse-online.de/nachrichten/aktien/big-tech-in-gefahr-darum-koennten-laut-top-experten-die-magnificent-7-bald-nur-noch-5-aktien-sein-20355218.html
Nvidia Unveils Buy Point, Google AI Deal. But Worries Linger.: With strong demand and AI partnerships with Google in hand, Nvidia stock shows resilience and ...
investors.com/research/breakout-stocks-technical-analysis/nvidia-nvda-stock-google-ai-deal/
These Stocks Are Moving the Most Today: Nvidia, Delta, Taiwan Semiconductor, PriceSmart, and More
barrons.com/articles/stock-market-movers-8e9b8698
Paid articlePaid Five Things You Need to Know to Start Your Day: Asia: Good morning. Wall Street traders await a key inflation report. Japan urges the US to boost investments ...
bloomberg.com/news/newsletters/2024-04-09/five-things-you-need-to-know-to-start-your-day-asia
Nvidia's RTX 4070 Ti Super drops to $749 — its lowest price ever: Thanks to a $50 discount the Nvidia RTX 4070 Ti Super GPU is down to its lowest-ever price at ...
tomshardware.com/pc-components/gpus/nvidias-rtx-4070-ti-super-drops-to-dollar749-its-lowest-price-ever
AI is powering Google to a $2 trillion market cap: Google parent Alphabet's stock is up more than 15% so far this year, and more than 51% over the last 12 months
qz.com/google-alphabet-stock-market-cap-ai-1851404173
How AI Powerhouse Nvidia Validates Humanoid Robots With New Initiative: Humanoid robots leaped from a curiosity to the next big thing after Nvidia Chief ...
investors.com/news/technology/humanoid-robots-nvidia-agility-robotics-figure-apptronik/
Funds Keep Loading Up On Nvidia, Meta And Three Other Magnificent Seven Stocks: Nvidia stock is one of 15 stocks funds are buying even as markets come under ...
investors.com/research/nvidia-stock-meta-google-magnificent-seven/
AMD announces open-sourcing of its GPU software stack and documentation, including MES
tomshardware.com/pc-components/gpus/amd-announces-open-sourcing-of-its-gpu-software-stack-and-documentation-including-mes
Cathie Wood Thinks Nvidia Has More to Prove. And She Still Loves Tesla Stock.: Cathie Wood, CEO of ARK Invest, says she’s still trying to understand “where value ...
on.barrons.com/3Uco0Cg
The Memo: Special grants and Dimon chats: Plus: The world leaders Elon Musk loves and hates.
qz.com/emails/quartz-at-work/1851409580/nvidia-stock-grants-jpmorgan-chase-jamie-dimon-economy
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns: After a year and a half of dominance, the AI rallies may be at a peak ...
seekingalpha.com/article/4683129-ai-hardware-stocks-at-a-peak-2024-growth-may-not-translate-to-returns
Paid articlePaid Chip Designer Jim Keller Criticizes Nvidia's Blackwell Interconnect Costs: Its propriety interconnect technology is too expensive, says Keller.
extremetech.com/computing/chip-designer-jim-keller-criticizes-nvidias-blackwell-interconnect-costs
Cathie Wood Says Elon Musk Is Saving the World. Jay Powell? Not So Much.: ARK founder Cathie Wood is on a mission to make money and convince the world that big ...
barrons.com/articles/ark-invest-cathie-wood-tesla-elon-musk-fed-powell-98101f19
Paid articlePaid Elon Musk's deposition, Boeing's bad news, NASA's glitchy probe, when to exercise: The week's most popular
qz.com/elon-musk-boeing-trump-media-tesla-cybertruck-1851405399
Elon Musk says the next-generation Grok 3 model will require 100,000 Nvidia H100 GPUs to train
tomshardware.com/tech-industry/artificial-intelligence/elon-musk-says-the-next-generation-grok-3-model-will-require-100000-nvidia-h100-gpus-to-train
Market Breaks Expectations; Coupang, Nvidia, Arista Provide Lessons:
Quick Glance: S&P 500: Potential Downside Risk with Nasdaq 100 in Peril (Technical Analysis)
- The S&P 500 may be facing potential downside risk, with a deep decline possibly unfolding in stages, with the Nasdaq 100 potentially being the last to be affected.
- In the era of 'buying the dip,' there is a chance that a decline could occur gradually or swiftly, or it could even be a false alarm.
- As a risk manager, it is more important to assess the risks of different market segments and position accordingly, rather than speculate on market movements.
- The primary goal is to avoid being affected by market-changing sell-offs, and adjusting the portfolio to address the current market risks is crucial.
Nvidia Stock: Why It's Too Late To Jump In: Nvidia Corporation is a typical example of a great company, but at a bad price. Read more to see why I see NVDA ...
seekingalpha.com/article/4681958-nvidia-stock-why-too-late-to-jump-in
Paid articlePaid Nvidia is planning a $200 million AI center: The chipmaker is partnering with Indonesian telecom giant Indosat Ooredoo Hutchison as it expands into Southeast ...
qz.com/nvidia-planning-200-million-ai-center-indonesia-1851390001
RollerCoaster Tycoon 3: This is what the building classic looks like with RTX Remix
pcgameshardware.de/Rollercoaster-Tycoon-3-Spiel-30751/News/Nvidia-RTX-Remix-Mod-1444993/
Google Cloud, AI Event Kicks Off With Expanded Palo Alto Pact: Google's cloud-computing event will include an expanded cybersecurity alliance with Palo Alto ...
investors.com/news/technology/google-stock-google-cloud-ai-event-palo-alto-cybersecurity-pact/
Quick Glance: Google Introduces New Data Center and AI Chips
- Google recently unveiled details of an update to its data center AI chips and announced an Arm-based processor.
- Google's Tensor Processing Units (TPUs) are a significant alternative to Nvidia's advanced AI chips, accessible through Google Cloud Platform.
- The newly introduced Arm-based processor named Axion offers higher performance compared to x86 chips and general Arm chips in the cloud.
- Google plans to utilize Axion for services like YouTube Ads in Google Cloud in the future, while the TPU v5p chips are now available through Google Cloud.
The Dow plunges 500 points as high inflation wipes out hopes for interest rate cuts
qz.com/dow-jones-interest-rates-inflation-1851401237
Nvidia Stock Rises. How the Chip Maker's New Hardware Could Lead to a Revenue Surprise.
on.barrons.com/3JaxPu9
Elon Musk predicts superhuman AI will be smarter than people next year: His claims come with a caveat that shortages of training chips and growing demand for ...
theguardian.com/technology/2024/apr/09/elon-musk-predicts-superhuman-ai-will-be-smarter-than-people-next-year
Quick Glance: Elon Musk Predicts AI Surpassing Human Intelligence Next Year
- Elon Musk predicts that artificial intelligence will surpass human intelligence by the end of next year, given the necessary infrastructure to meet technological demands.
- Musk anticipates that AI capabilities will likely exceed those of all humans in the next five years.
- A series of AI breakthroughs in the past 18 months have accelerated development faster than expected, with Musk being more optimistic than previous forecasts.
- Musk has intensified his efforts to enter the AI race by seeking funding for his own AI startup to compete with OpenAI, while also advocating for a pause in the development of advanced AI systems.
Here's Why We Should Listen to Elon Musk on AI Bypassing Human Smarts: Musk has long predicted AI is capable of beating human brainpower. He's moved up his ...
inc.com/kit-eaton/heres-why-we-should-listen-to-elon-musk-on-ai-bypassing-human-smarts.html
Nvidia Stock Drops. Its Supply Chain Is in Focus After Quake.
barrons.com/articles/nvidia-stock-price-buy-sell-fd45384c
Paid articlePaid AMD RX 7000-series gaming GPUs still mostly MIA in Steam stats — continued gains for Nvidia's RTX 40-series
tomshardware.com/video-games/pc-gaming/march-2024-steam-hardware-survey-shows-continued-gains-for-nvidias-rtx-40-series-amd-rx-7000-series-still-mostly-mia
Upscaling technologies: DLSS 3.7 vs. FSR 2.2 vs. XeSS 1.3 in direct comparison [Report]
pcgameshardware.de/Grafikkarten-Grafikkarte-97980/News/Upscaling-Technologien-im-Vergleich-1444695/
🌎 A deposition full of Musk: Plus: Everyone wants to be Nvidia.
qz.com/emails/daily-brief/1851398732/a-deposition-full-of-musk
Arista Plunges. Stock Downgraded On Nvidia Threat.: An analyst downgraded Arista stock on views that Nvidia will block upside from sales of AI-driven data center ...
investors.com/news/technology/arista-stock-falls-amid-analyst-downgrade-on-nvidia-competition/
US wields the banhammer against sanctions-compliant Nvidia RTX 4090D 'Dragon' — updated law prohibits 70 teraflops or greater GPUs from export to China
tomshardware.com/pc-components/gpus/us-wields-the-banhammer-against-sanctions-compliant-nvidia-rtx-4090d-dragon-updated-law-prohibits-70-teraflops-or-greater-gpus-from-export-to-china
MSI rolls out a new high-end Nvidia gaming GPU in China — GeForce RTX 4090D 24G Ventus 3X comes as a more affordable option
tomshardware.com/pc-components/gpus/msi-rolls-out-a-new-high-end-nvidia-gaming-gpu-in-china
This Is How Bad 3 Sectors' Profits Would Be Without Meta, Nvidia, Amazon: Analysts project first-quarter earnings growth of 0.9% for the S&P 500. Nvidia ...
investors.com/research/nvidia-stock-sp500-nvda-stock-meta-amazon/
Nvidia Stock Is Stuttering. A Steep Drop Could Lie Ahead, Says a Bear.: Nvidia stock was slipping early on Tuesday. The chip maker's shares are down from recent ...
on.barrons.com/49oCymM
Google Cloud Next 2024: Everything announced so far: Don’t have time to be in Las Vegas? That’s OK: We’ve summed up the most important parts of this year's ...
techcrunch.com/2024/04/09/google-cloud-next-2024-everything-you-need-to-know/
AI Chip Boom Drives Q1 Sales Beat For Taiwan Semiconductor Manufacturing: TSMC topped expectations for first-quarter sales thanks to booming demand for ...
investors.com/news/technology/tsm-stock-taiwan-semiconductor-q1-2024-sales/
Taiwan Earthquake Raises Stakes on Effort to Build Chips in US, Europe: The world’s chip supply is concentrated on one tiny island. But first...
bloomberg.com/news/newsletters/2024-04-05/taiwan-earthquake-raises-stakes-on-effort-to-build-chips-in-us-europe
Nvidia employees make fortunes and foul-ups with their stock options — a story of millionaire winners and losers
tomshardware.com/pc-components/gpus/nvidia-employees-make-fortunes-and-foul-ups-with-their-stock-options-a-story-of-millionaire-winners-and-losers
Why Nvidia Could Become The Largest Company, But Not For Long: Explore the potential of Nvidia Corporation's growth and risks for investors in the midst of the ...
seekingalpha.com/article/4681941-why-nvidia-could-become-the-largest-company-but-not-for-long
Paid articlePaid Google open-sources tools to support AI model development: Google is launching Jetstream, a new engine to run generative AI models, and MaxDiffusion ...
techcrunch.com/2024/04/09/google-open-sources-tools-to-support-ai-model-development/
Forget Nvidia. This AI Powerhouse Demands A Look Right Now.: Magnificent Seven stocks like Nvidia and Meta may grab more headlines, but here are four reasons to ...
investors.com/research/breakout-stocks-technical-analysis/salesforce-crm-stock-nvidia-microsoft-meta-google/
Graphics card makers believe the RTX 5090 and 5080 will ship in Q4 2024: In agreement with prior rumors, United Daily News (UDN) reports that Nvidia's hardware ...
techspot.com/news/102547-board-partners-believe-rtx-5090-5080-ship-q4.html
India’s biggest conglomerate takes on chipmaking: Tata Group goes into growth mode
economist.com/business/2024/04/04/indias-biggest-conglomerate-takes-on-chipmaking
10 Things We Hate About Nvidia: That being said, we strive for intellectual honesty, which means the higher our conviction in a thesis ...
techspot.com/news/102618-10-things-hate-about-nvidia.html
U.S. Races to Secure Taiwan’s AI Chips as Fears of China Invasion Loom: Nvidia’s AI chips are crucial to technology from smartphones to chatbots ...
wsj.com/video/series/in-depth-features/us-races-to-secure-taiwans-ai-chips-as-fears-of-china-invasion-loom/899DB37E-1718-4F96-903A-8219DE2BC209
Nvidia DLSS 3.7: More performance and upscaling quality thanks to new presets: Nvidia DLSS ("Deep Learning Super Sampling") has received an update to version 3.7 ...
pcgameshardware.de/Deep-Learning-Super-Sampling-Software-277618/News/DLSS-Update-1444464/
Commercial featuring nuns taking potato chips for communion sparks outrage in Italy
cnn.com/2024/04/10/business/chip-commercial-nuns-italy-scli-intl/
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