Subject


Nvidia


2024-07-31

[News] AMD’s Q2 Results Reveal Shift Towards AI Chips, Similar to NVIDIA’s Path

On July 30, AMD announced its second-quarter financial results (ending June 29), with profits exceeding Wall Street expectations. According to a report from TechNews, the most notable highlight is that nearly half of AMD's sales now come from data center products, rather than from PC chips, gaming c...

2024-07-31

[News] Apple Reportedly Adopts Google’s Chips to Train its AI Models instead of NVIDIA’s GPUs

Apple's latest technical document reveals that the two main AI models behind Apple Intelligence are trained using Google's Tensor Processing Units (TPUs) instead of NVIDIA GPUs. According to a report from Commercial Times, this suggests that the demand for NVIDIA chips has outstripped supply, prompt...

2024-07-30

[News] Amazon Unveiled the Latest AI Chip, Performance up by 50%

According to Reuters, engineers at Amazon's chip lab in Austin, Texas, recently tested highly confidential new servers. Per the Economic Times, the director of engineering at Amazon's Annapurna Labs under AWS Rami Sinno revealed that these new servers feature Amazon’s AI chips, which can compete ...

2024-07-29

[News] TSMC’s N3 Process Fuels High Demand, as Supply Chain Expected to Boom Through Next Year

According to a report from Commercial Times, TSMC's advanced processes continue to experience strong demand, with major tech companies such as Apple, Qualcomm, NVIDIA, and AMD nearly fully booking TSMC's 3nm capacity, while the order visibility extends into 2025. As per the same report, the suppl...

2024-07-26

[News] GB200 AI Servers Generate USD 210 Billion Annual Revenue, Boosting Supply Chain Growth

According to a report from Wccftech, it's indicated that with soaring market demand, the shipment volume of NVIDIA's Blackwell architecture GB200 AI servers has also significantly increased. As NVIDIA claims, the Blackwell series is expected to be its most successful product. Industry sources c...

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