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Answering a question about what he was excited about in the coming year, Dell CEO Jeff Clarke said that after a year of what he called "the H100 show," the company was "excited about what happens at the B100 and the B200" with regards to performance improvement.He then went on to tell analysts on the call that the B100s don't need direct liquid cooling to get to the energy density of 1kW per GPU, although he said that would happen "next year with the B200."Nvidia's H100 GPUs have a thermal design point (TDP) of 700W and are manufactured on a...

Microsoft Corp. plans to build a supercomputer with millions of processors to support OpenAI’s research, The Information reported today. The system will be geared toward running artificial intelligence workloads. Reportedly codenamed Stargate by Microsoft executives, the supercomputer is believed to be part of a broader initiative that is also set to see the company build several other AI clusters. The project is expected to cost as much as $100 billion. OpenAI already uses Microsoft infrastructure to train its AI models. In 2020, the cloud computing and software giant disclosed that it had built an Azure-hosted supercomputer with 10,000 graphics cards...

Look out, Apple (AAPL)! Microsoft (MSFT) is right on your tail and gaining fast. Supercharged by its AI chops, Microsoft's market value is now $2.8 trillion — just 5.7% shy of Apple's at $2.98 trillion. That means Microsoft's share price only needs to hit 400.53 — it's already at 377.80 — to dethrone Apple as the most valuable S&P 500 company. Given Apple's reliance on now-ubiquitous smartphones, it's only a matter of time when it bows out to faster-growing Microsoft, analysts say. "As markets and investors start to wrap up the year, Microsoft seems destined to be the most valuable...

California Rep. Nancy Pelosi and her husband, venture capitalist Paul Pelosi, could earn a windfall of more than $1 million thanks to a bullish bet Paul made on a Bay Area tech company. The couple is eyeing Nvidia, a software and graphics chip company headquartered in Santa Clara. According to a recent financial filing Nancy submitted with the Clerk of the House of Representatives, Paul purchased 50 call options in Nvidia with a strike price of $120. The purchase was made on Nov. 22, 2023, and the contracts expire on Dec. 20, 2024. Paul’s call options have a strike price...

Embarking on a narrative journey that transcends time, we unravel the captivating parallels between Nvidia’s meteoric rise and the cautionary tale of Cisco in 2000. If projections hold, Nvidia could transform into a $7.5 trillion behemoth within a year, evoking haunting memories of the Dot Com bubble. March 2000 witnessed a similar saga with Cisco, and as history beckons, we ponder the unheeded warnings of the past. The charts, valuations, and a sense of unstoppable growth—all echo a familiar tune. Is this a prelude to another tech bubble burst?

Nvidia’s AI processor business in China has been all but shuttered by the US Commerce Department, but its DRIVE Orin system-on-a-chip (SoC) for electric autonomous vehicles is still going strong. More than a dozen corporate customers in China contribute to Nvidia’s automotive revenues, which are now running at a rate of over US$1 billion per year. Several of Nvidia’s Chinese customers showcased their new electric vehicles (EVs) at the 21st Guangzhou International Automobile Exhibition held from November 17-26, including Denza, Human Horizons, Ji Yue, NIO, XPeng, Zeekr and BYD. The Nvidia DRIVE Orin SoC is a central computer for intelligent...

Nvidia's (NVDA.O) move to buy back $25 billion of its shares after its stock has more than tripled this year caught some investors off-guard, even as they cheered a stellar second-quarter report. Shares of Nvidia touched a record high on Thursday, a day after the company blew past expectations with its quarterly revenue forecast as an artificial-intelligence boom fueled demand for its chips. Nvidia shares, which had run up in the days leading up to its report, climbed more than 6% on Thursday but pared gains to end the day little changed. However, Nvidia's stock buyback - the fifth-biggest repurchase...

Chip designer Nvidia (NVDA.O) will invest $50 million to speed up training of Recursion's (RXRX.O) artificial intelligence models for drug discovery, the companies said on Wednesday, sending the biotech firm's shares surging about 83%. Recursion, whose advisers include AI pioneer Yoshua Bengio, will use its biological and chemical datasets exceeding 23,000 terabytes to train AI models on Nvidia's cloud platform. Nvidia, seen as a big winner of the boom in artificial intelligence, could then license those models to biotech firms through BioNeMo, a generative AI cloud service for drug discovery that it rolled out earlier this year. The company sold...

Graphic chip maker plans to build AI research center in Taiwan while continuing product sale to mainland China By JEFF PAO MAY 31, 2023 Nvidia, a California-based graphic processing unit maker, is going to build a world-class artificial intelligence research center in Taiwan to accelerate its Omniverse project, a computing platform that supports 3D applications. The announcement was made after the United States firm’s share price surged 24.6% to US$380.6 in a single day on May 24. On Tuesday, the valuation of Nvidia hit $1 trillion, making it the first US chipmaker to join the trillion-dollar club. Because of this,...

Huang, who founded Nvidia in 1993, said it is hard to predict if the U.S. export controls will end up creating a separate ecosystem for China for AI hardware and software. Nevertheless, he said, the public has to acknowledge China's technological advancements in cloud computing, internet services, digital payments, electric vehicles and autonomous driving technologies. "We have to run very fast ourselves," Huang said when asked by Nikkei Asia about the technological gap between Chinese GPU players and Nvidia on the sidelines of the event. "The amount of resources that has been dedicated to this area in China ... is...

Does anyone know if the Dell p/n: 061p37 (Dell Nvidia NVS 510 2GB Video Graphics Card ) was ever made with GDDR5 RAM)? And if so, what are the performance specs? I ran across a seller hawking just such ( p/n: 061p37 with 2GB GDDR5 ) but I can't find specs on it. All I can find is the old GDDR3 version. ??? Thanks in advance!

Chinese tech giant Huawei’s attempt to make semiconductors without American equipment has generated global headlines as the US-China tech war takes yet another turn. It is one more strong hint – if any were needed – that the US government is in the process of creating a competitor that it won’t be able to control while forcing American companies to abandon a massive market that until now has supported their sales, profits, economies of scale and stock prices. Geopolitics have overridden America’s past devotion to open markets and the situation is not likely to change anytime soon as long as...

Nvidia said on Thursday that the U.S. government has allowed exports and in-country transfers needed to complete the development of its flagship artificial intelligence chip.

The day has finally come: NVIDIA IS PUBLISHING THEIR LINUX GPU KERNEL MODULES AS OPEN-SOURCE! To much excitement and a sign of the times, the embargo has just expired on this super-exciting milestone that many of us have been hoping to see for many years. Over the past two decades NVIDIA has offered great Linux driver support with their proprietary driver stack, but with the success of AMD's open-source driver effort going on for more than a decade, many have been calling for NVIDIA to open up their drivers. Their user-space software is remaining closed-source but as of today they...

Hackers have stolen data from Nvidia, the world’s largest GPU maker, and are holding that data ransom. The as-yet unidentified “threat actors” may be helping the company’s competition in China, according to a research group in Washington D.C. Last week, Nvidia lost proprietary information to a group of hackers. A cybercriminal gang called “Lapsus$” has leaked Nvidia passwords, schematics, drivers and firmware and is threatening to release more information unless its demands are met, according to press reports. Those demands include removing cryptocurrency mining limiters on its gaming cards and making its GPU drivers open source, according to ArsTechnica. Nvidia...

NVIDIA might be viewed as a company that makes GPUs for computers, but they are much more than that. They also work on AI and the company’s latest demonstration is actually very fascinating and also very impressive. This comes in the form of GauGAN2, an updated version of NVIDIA’s AI system that debuted on the Canvas app earlier this year. For those unfamiliar, Canvas is an app that can generate photorealistic scenes through simple brush strokes, meaning that users don’t need to have painting skills to create beautiful works of art, just let the AI handle the rest. With GauGAN2,...

This should be very concerning for tech companies that operate in the Chinese market. 'It is not clear how much pressure was put on SoftBank to form the merger, but this looks like one of the most blatant examples of IP theft that we've seen. The Chinese arm of a company has gone rogue and refused to obey the ruling of its own board. The head of that company is essentially treating it as a personal fiefdom, and Chinese authorities do not appear to have taken meaningful action to reign in Mr. Wu.'

The official announcement of Windows 11 last month brought both excitement and confusion for enthusiasts. A brand-new Windows operating system only comes around every few years, but Microsoft’s hardware requirements left many scratching their heads. Chief among them is the instance on mandatory TPM 2.0 modules and AMD Ryzen 2000 or 7th generation Intel Core (and newer) processors. The processor cutoff was particularly puzzling, considering that AMD’s first-generation Ryzen 1000 processors came out in 2017, which is not that old in the grand scheme of things. For example, the 8-core/16-thread Ryzen 7 1800X is still a perfectly acceptable processor for...

Intel CEO Pat Gelsinger Says Semi Shortage Could Last “A Couple Years” Brace for more pessimistic news about the global semiconductor shortage…Intel is now going on the record and doubling down on statements that its CEO made on 60 Minutes earlier this year, stating that it could take “several years” for the current supply shortage of semiconductors to be resolved. CEO Pat Gelsinger said that the pandemic-inspired “work from home” trend caused a “cycle of explosive growth in semiconductors”, according to Reuters. “But while the industry has taken steps to address near term constraints it could still take a couple...

We just had some Major Announcements about ARM Development that changes Intels X86 future! Here's what we found out! (spoiler alert -- they have met the enemy and it is them)