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Executives at the chip manufacturer are still optimistic about the revenue potential of AI, as Nvidia and its partners say new GPUs have a lead time of up to 52 weeks.
AMD enters the AI acceleration game with broad industry support. First shipping product is the Dell PowerEdge XE9680 with AMD Instinct MI300X.
Nvidia’s AI-focused H20 GPUs bypass US restrictions on China’s silicon access, including limits on-chip performance and density.
A rush to build AI capacity using expensive coprocessors is jacking up the prices of servers, says research firm Omdia.
IBM also shared its 10-year quantum computing roadmap, which prioritizes improvements in gate operations and error-correction capabilities.
The companies are extending their AI partnership, and one key initiative is a supercomputer that will be integrated with AWS services and used by Nvidia’s own R&D teams.
Jensen Huang pointed out that Nvidia’s latest AI servers have 35,000 parts from all over the world, including Taiwan.
At its annual Discover conference, HPE debuted a range of hybrid cloud offerings designed to allow enterprises to optimize generative AI model development and implementation.
TSMC is reported to be cutting production runs on its mature process nodes as a glut of older chips in the market is putting downward pricing pressure on DDR4.