Wall Street’s Best Ideas: Chips would be ‘sad’ without AI, says ASML CEO Were it not for still-raging artificial intelligence chip demand, the semiconductor market would be really “sad,” says ASML’s CEO, recently public chip software maker Silvaco collapses under its own China
AI HARDWARE
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GPU Autoscaling Reduces Deployment Costs by 30%
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Our Inference Engine's #GPU autoscaling can cut deployment costs by 30%. Instead of paying for idle resources with always-on setups, autoscaling matches GPU use to real-time demand. Smarter infrastructure means better performance without overspending. #AI https://
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MIT Professor Discusses AI Impact on Chip Design and Moore’s Law
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MIT Prof. on how AI is impacting chip design & the future of Moore’s Law.
— MIT CSAIL (@MIT_CSAIL) 16 octobre 2024
Full video: https://t.co/3gYq4xkjym pic.twitter.com/XlWvX7Q1ZaMIT Prof. on how AI is impacting chip design & the future of Moore’s Law. Full video: https://
bit.ly/3Ss6SHO -
Databricks and Snowflake Adopt Microsoft’s Cobalt 100 ARM VMs
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Databricks and Snowflake both say they're adopting Microsoft's Arm-based Cobalt 100 VMs in Azure
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Lenovo NVIDIA Hybrid AI Advantage with Neptune Liquid Cooling
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At #LenovoTechWorld, our CEO Jensen Huang joined Lenovo CEO Yuanqing Yang to introduce Lenovo Hybrid AI Advantage with NVIDIA and unveil new solutions featuring @Lenovo
's latest Neptune liquid-cooling technology for #NVIDIABlackwell. -
Intel Gaudi 3 Challenges Nvidia H100 with Superior Performance
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Intel CEO Pat Gelsinger says Intel’s new Gaudi® 3 AI accelerator chip offerrs a powerful, cost-effective alternative to Nvidia’s H100.
— Pascal Bornet (@pascal_bornet) 16 octobre 2024
With 50% faster performance, it enables companies to handle complex AI and machine learning deployments more efficiently. The lower total cost… pic.twitter.com/QKGU4vWp9lIntel CEO Pat Gelsinger says Intel’s new Gaudi® 3 AI accelerator chip offerrs a powerful, cost-effective alternative to Nvidia’s H100. With 50% faster performance, it enables companies to handle complex AI and machine learning deployments more efficiently. The lower total cost
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European Chip Stocks Fall After ASML Sales Warning
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European chip stocks are dropping after ASML put out a big 2025 sales warning yesterday: – ASML down 5%
– ASMI down 2.3%
– BE Semionductor down 1.9%.
– STMicro down 1.2%
– Infineon down 1.1%
– Soitec down 0.9% -
UAE G42 CEO Assures US on Sensitive Tech Security Amid Chip Export Curbs
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The CEO of UAE AI chip firm G42 tells @themmagraham the Gulf country is a reliable partner to the US when it comes to keeping sensitive tech safe. It comes as the region faces potential US curbs on exports of Nvidia and AMD chips.
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Lenovo Launches AI Now, On-Device Agent Built on Llama 3.1
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Announced today — Lenovo AI Now is a new on-device AI agent, built with Llama 3.1 to enable capabilities ranging from document management and summarization, to device control and content generation. Exciting to see this kind of AI innovation from the team at @Lenovo
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