Ai Chip News & Updates
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The Engines of American-Made Intelligence: NVIDIA and TSMC Celebrate First NVIDIA Blackwell Wafer Produced in the US
AI has ignited a new industrial revolution. NVIDIA and TSMC are working together to build the infrastructure that powers the world’s AI factories, rig...

Key Takeaways:
- This achievement bolsters the US supply chain and onshores the AI technology stack.
- TSMC Arizona will produce advanced technologies, including 2-, 3-, and 4-nanometer chips, essential for AI and other applications.
- NVIDIA plans to deploy its AI, robotics, and digital twin technologies to design and operate new US manufacturing facilities.

NVIDIA Blackwell Leads on SemiAnalysis InferenceMAX v1 Benchmarks
SemiAnalysis recently launched InferenceMAX v1, a new open source initiative that provides a comprehensive methodology to evaluate inference hardware....

Key Takeaways:
- 15x performance gain over the Hopper generation
- 15x revenue opportunity for AI factories
- Continuous software optimizations deliver boost in performance over time

Accelerate Qubit Research with NVIDIA cuQuantum Integrations in QuTip and scQubits
NVIDIA cuQuantum is an SDK of libraries for accelerating quantum simulations at the circuit (digital) and device (analog) level. It is now integrated ...

Key Takeaways:
- Achieves a 4000x speedup from CPU to an 8x GPU node for transmon-resonator systems with the new qutip-cuquantum plugin.
- Supports scaling of simulations to much larger Hilbert spaces with multi-GPU and multi-node capabilities, enabling study of more complex quantum systems.
- Enables researchers to explore more complex composite qubit systems and develop new quantum devices with improved coherence times and performance.

Nvidia sells tiny new computer that puts big AI on your desktop - Ars Technica
Nvidia sells tiny new computer that puts big AI on your desktop Ars TechnicaNVIDIA DGX Spark Arrives for World’s AI Developers NVIDIA NewsroomNvidia’s...

Key Takeaways:
- The DGX Spark can handle up to 200 billion parameters for local AI tasks, including running larger open-weights language models and media synthesis models.
- The system includes 128GB of shared memory between system and GPU tasks, allowing for larger AI model sizes.
- The pricing of the DGX Spark starts at $4,000, making it potentially more cost-effective than high-end GPUs and AI server GPUs.

AMD Says Oracle Is Committing to Widespread Use of New AI Chips
Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI processors, said Oracle Corp. will deploy a large batch of its forthcoming MI450 chips...

Nvidia’s AI empire: A look at its top startup investments
Over the last two years, Nvidia has used its ballooning fortunes to invest in over 100 AI startups. Here are the giant semiconductor's largest investm...

Key Takeaways:
- Nvidia has invested in 50 venture capital deals so far in 2025, exceeding its investments in 2024.
- Notable investments include startups such as Wayve ($1.05B), Figure AI ($1B+), and Mistral AI ($2B+).
- Nvidia has also invested in a wide range of industries beyond traditional AI, including nuclear fusion-energy (Commonwealth Fusion) and autonomous trucking (Waabi).
Taiwan Semiconductor Q3 financial results top estimates on AI chip demand - Proactive financial news
Taiwan Semiconductor Q3 financial results top estimates on AI chip demand Proactive financial news...

TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge - CNBC
TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge CNBC...

Key Takeaways:
- TSMC's high-performance computing division, which encompasses AI and 5G applications, made up 57% of third-quarter sales.
- TSMC's advanced 7-nanometer or smaller chips accounted for 74% of total wafer revenue in the quarter.
- The company has raised its 2025 revenue growth forecast to the mid-30% range due to increasing adoption of AI models by consumers.

Following $5B Investment from NVIDIA, Intel to Launch New AI Inference Chip Crescent Island in 2026
Intel announced a new artificial intelligence chip for the data center that it plans to launch next year, in a renewed push to break into the AI chip ...

News | BlackRock, Nvidia lead AI data center deal valued at $40 billion - CoStar
News | BlackRock, Nvidia lead AI data center deal valued at $40 billion CoStar...

Here’s where you can preorder the new M5 MacBook Pro and iPad Pro
Apple recently announced revised 14-inch MacBook Pro and iPad Pro models, each equipped with the new M5 processor. As expected, Apple's new M5 chip is...

Key Takeaways:
- The M5 processor offers up to 20% faster multithreaded performance and 1.6 times faster GPU performance compared to the M4 chip.
- The new processor also features a 10-core GPU with embedded neural accelerators, offering 3.5 times faster AI-related task performance.
- The MacBook Pro starts at $1,599, while the base 11-inch and 13-inch iPad Pro models start at $999 and $1,299 respectively, with higher-end configurations available.

Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition - CNBC
Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition CNBC...

Exclusive: Broadcom to launch new networking chip, as battle with Nvidia intensifies - Reuters
Exclusive: Broadcom to launch new networking chip, as battle with Nvidia intensifies Reuters...

OpenAI partners with Broadcom to produce its own AI chips
OpenAI is teaming up with Broadcom to produce its own computer chips to power its AI data centers. The deal is the latest in a series of partnerships ...

Key Takeaways:
- OpenAI will develop and deploy '10 gigawatts of custom AI accelerators' using its own chips and systems.
- The partnership with Broadcom is expected to start deploying equipment in the second half of 2026 and finish by the end of 2029.
- This deal is part of a growing movement in the tech industry to create custom chips and reduce reliance on Nvidia's AI chips.

Open Source AI Week — How Developers and Contributors Are Advancing AI Innovation
Open Source AI Week kicks off on Monday with a series of hackathons, workshops and meetups spotlighting the latest advances in AI, machine learning an...

Key Takeaways:
- NVIDIA provides over 1,000 open-source resources on GitHub repositories.
- NVIDIA has become the top contributor in Hugging Face repositories over the past year.
- Open source is essential to driving innovation and progress in AI development.

OpenAI's ChatGPT is so popular that almost no one will pay for it - theregister.com
OpenAI's ChatGPT is so popular that almost no one will pay for it theregister.comOpenAI would have to spend over $1 trillion to deliver its promised c...

Key Takeaways:
- OpenAI's net loss for the first half of 2023 was $13.5 billion, while its revenue was $4.3 billion.
- Only 5% of ChatGPT's 800 million users pay for subscriptions, with the majority of revenue coming from a small fraction of users.
- OpenAI aims to double its paying customer base, but faces challenges in achieving profitability with its current revenue streams.

Agentic AI Unleashed: Join the AWS & NVIDIA Hackathon
Build the next generation of intelligent, autonomous applications. This isn't just a hackathon—it's your chance to unleash the power of agentic AI and...

Improve Variant Calling Accuracy with NVIDIA Parabricks
Built for data scientists and bioinformaticians, NVIDIA Parabricks is a scalable genomics software suite for secondary analysis. Providing GPU-acceler...

Key Takeaways:
- Parabricks v4.6 offers over 8x speedup in STAR quantification compared to CPU-only solutions on two NVIDIA RTX PRO 6000 GPUs.
- DeepVariant with pangenome-aware mode reduces errors by up to 25.5% across all settings compared to linear-referenced-based DeepVariant.
- Giraffe and DeepVariant combination provides a 14x speedup in runtime compared to CPU-only Giraffe and DeepVariant with pangenome-aware mode on four NVIDIA RTX PRO 6000 GPUs.

Exclusive: AI lab Lila Sciences tops $1.3 billion valuation with new Nvidia backing - Reuters
Exclusive: AI lab Lila Sciences tops $1.3 billion valuation with new Nvidia backing Reuters...

My New Developer Workstation: NVIDIA DGX Spark
When NVIDIA asked if we wanted to test the new DGX Spark as a daily driver, I said yes immediately....

Andrej Karpathy Releases ‘nanochat’: A Minimal, End-to-End ChatGPT-Style Pipeline You Can Train in ~4 Hours for ~$100
Andrej Karpathy has open-sourced nanochat, a compact, dependency-light codebase that implements a full ChatGPT-style stack—from tokenizer training to ...

NVIDIA Researchers Propose Reinforcement Learning Pretraining (RLP): Reinforcement as a Pretraining Objective for Building Reasoning During Pretraining
NVIDIA AI has introduced Reinforcement Learning Pretraining (RLP), a training objective that injects reinforcement learning into the pretraining stage...

Tabby Invests in NVIDIA HGX Systems to Power Advanced AI Infrastructure - FF News | Fintech Finance
Tabby Invests in NVIDIA HGX Systems to Power Advanced AI Infrastructure FF News | Fintech Finance...
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