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**Exciting Developments at the Taiwan AI Expo: Nvidia and TSMC's Strategic Meeting** I'm thrilled to share some exciting news from the AI and semiconductor world! Recently, Nvidia CEO Jensen Huang and TSMC CEO C. C. Wei met in Taipei to discuss AI chip supply challenges and future strategies. This high-profile meeting underscores the critical role of TSMC in Nvidia's supply chain, especially given the surging demand for AI hardware. **Key Highlights:** - **Strategic Discussions:** The meeting focused on addressing AI chip supply constraints and TSMC’s pivotal role in Nvidia's operations. Both companies are committed to scaling up to meet the growing demand for AI technologies. - **Global Implications:** Jensen Huang’s visit to Taiwan follows his trip to mainland China, highlighting the geopolitical complexities surrounding chip supply and AI development. Nvidia is navigating US export restrictions while maintaining a significant presence in the Chinese market with modified chip versions. - **Economic Impact:** Both Nvidia and TSMC have seen significant growth, with Nvidia’s market value tripling last year and TSMC projecting increased capital spending and revenue growth. This collaboration is set to further boost the semiconductor industry. This collaboration marks a significant step towards overcoming current supply challenges and propelling AI technology forward. As these tech giants work together, we're likely to see even more groundbreaking advancements in AI and semiconductor technologies. **Engaging Question:** What are your thoughts on the impact of geopolitical factors on the AI and semiconductor industries? How do you see this affecting global tech development in the coming years? Share your insights in the comments! 📢 Join our VLSI Connect News channel on Telegram: https://lnkd.in/gk4gyWvt 📰 Stay updated with VLSI Connect News on LinkedIn: https://lnkd.in/g5aYa3Cp 🔗 Explore more on our website: https://vlsiconnect.com/ 🎧 Listen to our Daily news on Spotify: https://lnkd.in/gUGv4GhP https://lnkd.in/gxRzPDrx

What's Going On With Nvidia (NVDA) Stock Friday? - NVIDIA (NASDAQ:NVDA) - Benzinga: Nvidia has postponed the launch of its H20 artificial intelligence chip in China, likely until the first quarter of next year. The delay is due to challenges faced by server manufacturers in integrating the chip. The H20 chip, along with two other China-specific chips, was developed by Nvidia to comply with US export restrictions. This delay could impact Nvidia's market share in China. - Artificial Intelligence topics! #ai #artificialintelligence #intelligenzaartificiale

Everyday there are exciting developments to read about in the tech industry, including more recently from the world of semiconductors and hardware. I found this article and analysis below comprehensive with some interesting key insights (pasted straight from the article). The article shares points of view on other interesting aspects as well including how they are seeing AI capturing the budget momentum beyond the conversation momentum this far. Hope you like the read! #AI #AIadoption #AIdevelopments #AImomentum ---- 1. The global semi ecosystem with our expanded scope, surpasses $𝟗𝟎𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 𝐛𝐲 𝟐𝟎𝟐𝟖 and will approximate $1 trillion by 2030. 2. We forecast a 𝟏𝟎% 𝐜𝐨𝐦𝐩𝐨𝐮𝐧𝐝 𝐚𝐧𝐧𝐮𝐚𝐥 𝐠𝐫𝐨𝐰𝐭𝐡 𝐫𝐚𝐭𝐞 from 2023 to 2028. 3. There is a 𝐦𝐚𝐬𝐬𝐢𝐯𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐬𝐡𝐢𝐟𝐭 away from general-purpose x86 toward parallel AI computing architectures or matrix computing to support AI. 4. Four companies will account for approximately 40% of the revenue in this forecast by 2028: Nvidia, TSMC, Broadcom and Qualcomm. 5. Samsung and Intel are bucking the trend by vertically integrating design and manufacturing and are facing similar challenges. 6. 𝐀𝐈 𝐏𝐂𝐬 𝐰𝐢𝐥𝐥 𝐜𝐚𝐮𝐬𝐞 𝐏𝐂 𝐥𝐢𝐟𝐞𝐜𝐲𝐜𝐥𝐞𝐬 𝐭𝐨 𝐬𝐡𝐨𝐫𝐭𝐞𝐧. They will go mainstream and not only participate in a Windows refresh but will change the dynamics of the useful life of PCs. 7. Arm-based designs dominate the market volume and will confer significant cost advantages to those firms up the Arm curve 8. High bandwidth memory or HBM drives unprecedented demand for memory suppliers and creates a tailwind for those companies that can produce them.

NVIDIA's CEO, Jensen Huang, will lead a gathering of tech leaders in Taipei at Computex 2024 to discuss the future of computing and #AI. CEOs from major companies like AMD and Qualcomm Inc. will be present, showcasing advancements and addressing pressing issues such as supply chain constraints and geopolitical tensions. The event reflects Taiwan's pivotal role in the chip supply chain and the growing importance of AI in various industries. Qualcomm's new AI PCs and the competition for limited chip production resources are among the key topics. Taiwan's dominance in chipmaking and computing is highlighted, alongside concerns about geopolitical risks. Follow Amanda Newman to stay up to date with technology. https://lnkd.in/eRss-VMs

Nvidia's next project: a special unit devoted to creating custom chips including artificial intelligence processors for other companies. Nvidia is both responding to "exploding" demand for the custom parts and looking to protect its dominance over the global semiconductor market. Nvidia commands 80% of the market for high-end AI chips. Its market value tripled in 2023 and is up another 40% since the turn of the year. The wider custom-chip market could hit $10 billion this year, per one research firm cited by Reuters. Custom chips made for specific needs can cut down on the energy, cost and time needed for production of "all-purpose" chips, like Nvidia's popular H100 and A100. A single H100 chip can sell for up to $100,000. OpenAI's Sam Altman is looking to raise up to $7 trillion to boost global production of AI chips. Meta is developing its own custom chip, Artemis, to reduce its reliance on Nvidia

‘NVIDIA is past tense,’ says Indian security official. For him, the hottest AI chip company is... In a recent meeting, Anshuman Tripathi mentioned about a latest technology which could possibly be the next big thing in AI chips. In the realm of AI semiconductors, Cerebras Systems has emerged as a formidable contender, thanks to its innovative wafer-scale integration technology.   🔹Wafer-scale integration refers to the use of an entire silicon wafer as a single chip.  🔹This approach eliminates the need for complex interconnects between smaller chips, leading to improved performance and efficiency.  🔹Cerebras' innovative technology allows for massive parallelism, enabling faster computations and more efficient AI processing. The company has previously won a deal to supply G42, the government-backed firm in the United Arab Emirates and recently said that it will supply a supercomputing system to Aleph Alpha, a German technology startup that will use it to develop AI for the German military. Cerebras is reportedly headed to an initial public offer at $4 billion valuation. NVIDIA's market capitalization is 550 times higher currently. Over the past year, NVIDIA's market value has tripled to over $2 trillion as it became the poster child of the AI boom, thanks to its leading position in high-end semiconductors used to drive chatbots and the like. A Cerebras WS-2 wafer has 40GB of memory, and costs somewhere in the ballpark of several million dollars. This can work well for some use cases, but training a large transformer model like GPT4 requires vastly more memory so products like Nvidia's H100/H200 or AMD's MI300 are far more economical with several times the memory at a tiny fraction of the price. Cerebras may be making strides with partnerships of their own, but they have a long way to go to catch up to NVIDIA's level of influence and market penetration. Will Nvidia work along cerebras and produce the next big AI chip revolution or will it just acquire it? Share your thoughts.     #AIRevolution #TechInnovation #FutureTech

"While stripping China's access to key U.S. artificial intelligence chips, the Biden administration's sweeping new rules also quietly threw Nvidia, Intel, and AMD a potential lifeline to preserve lucrative business in one of the world's biggest chip markets as they said they are open to the semiconductor industry's input for finding ways to keep sending AI chips to China for small and medium-sized systems." #usa #china #usban #sanctions #chips #semiconductors #nvidia #amd #intel #semiconductorindustry #technologynews #ai #artificialintelligence

Credit to World Economic Forum 5,072,946 followers in LinkedIn June 5, 2024 This new GPU will power the next era of #computing. https://lnkd.in/gFQwmnyc Learn more from the Forum's Centre for the Fourth Industrial Revolution: https://ow.ly/nryM50S6tM9 Nvidia unveils new chip, and other technology stories to read Published Mar 22, 2024 ·  Sebastian Buckup Nvidia unveils new AI chip The US chip manufacturer Nvidia has unveiled a new artificial intelligence chip that it says is up to 30 times faster at some tasks than its predecessor. The B200 'Blackwell' chip was revealed at the company's annual developer conference, with the firm saying major tech companies, including Amazon, Google and Microsoft are set to use the new chip in their technology. Nvidia, originally founded in 1993, is the US's third most valuable company and has seen its shares rocket over the last 12 months as the AI revolution has gained pace. Its stock rose further on the announcement of the new chip.

🔥 Nvidia and AMD face new restrictions on AI chip sales in Middle Eastern countries, expanding beyond China and Russia. The new licensing requirement applies to a subset of Nvidia's top-end chips. (Source: The Verge) 🌍 The Biden administration has stated that it has not blocked chip sales to the Middle East, but the Commerce Department has not commented on imposing new requirements on specific US companies. (Source: The Verge) 💡 These restrictions highlight the increasing complexity and geopolitical challenges faced by AI chip manufacturers. It raises questions about the impact on global technology supply chains and the potential for further limitations. How will this shape the landscape of AI innovation? (Personal Insight) Read more: [Link to the article] #AI #Technology #Geopolitics #Nvidia #AMD #AIChips #Innovation [Image: Illustration by Alex Castro / The Verge]

Intel Corporation just stole the spotlight at its Vision event with a show-stopping reveal: the Gaudi 3 AI chip. Designed to shatter Nvidia's stronghold, this gem is set to revolutionize the world of generative AI. Why the excitement? The Gaudi 3 is a power-packed performer, boasting 50% faster training and inference speeds than Nvidia's H100 chip. But wait, there's more - it's also 40% more energy-efficient, all at a cost that won't burn a hole in your pocket. Mark your calendars! Gaudi 3 will hit the shelves in Q2 of 2024 and guess what? It's expected to compete head-to-toe with Nvidia’s H200 line. But Intel isn't stopping there. They're upping the ante with an ambitious AI roadmap revealing an open enterprise AI platform, spanking new Xeon processors, and much more. Rumors suggest Nvidia isn't losing sleep over Gaudi 3, what with its substantial market share and the much-hyped Blackwell chip series launch. Yet, in this era of skyrocketing AI demand, the chip market is poised for multiple winners. Will Intel take the crown? Share your thoughts below!