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New export curbs on critical minerals may increase hardware costs and delay next-gen infrastructure deployment.
The Defense Advanced Research Projects Agency has selected 15 quantum computing companies to help bring quantum computing closer, and is spending millions on the project.
Nvidia may have to make other customers wait if it wants to fulfill a reported $16 billion in outstanding orders from Chinese customers for its H20 chips before a possible US government ban on sale of them to China takes effect.
IBM is making Intel Gaudi 3 AI accelerators available on IBM Cloud to help customers scale gen AI workloads and optimize performance for AI inferencing and fine-tuning.
Its GB200 NVL72 system delivered up to 30 times higher throughput on the Llama 3.1 405B workload compared to firm’s H200 NVL8, Nvidia said.
AMD says its ZT acquisition will further the combination of AMD CPU, GPU and networking silicon, and its deal with Rapt will bolster AI inference and training applications.
The silicon photonics startup has announced new products to tackle interconnect bottlenecks costing enterprises millions in wasted computing power.
Networking, liquid cooling, infrastructure plans, and partners will all play a big role in Nvidia’s future.
Nvidia is known for chips, but it's repositioning itself as an infrastructure provider.
The move follows Arm’s recent foray into direct chip sales with the Meta deal, signaling a major shift in the data center processor landscape.