J.P. Morgan Flags Red Flags in AI Market
J.P. Morgan warns that 42 AI companies in the S&P 500 generated 65 to 80 percent of the index's profits, revenues, and investments since ChatGPT launched in 2022.
Hardware
82 articles
The chips and systems powering modern AI — GPUs, accelerators, data-center infrastructure, and the hardware roadmaps from Nvidia, AMD, and custom silicon makers driving training and inference.
LATEST NEWS
-
-
Microsoft Supercomputer Allegedly Helped OpenAI Infringe Copyrights
The New York Times amended its copyright complaint against OpenAI and Microsoft, alleging the supercomputer was built to help OpenAI infringe on its works, with the case now aligning with new legal standards.
-
OpenAI Unveils Jalapeño, Its Custom Inference Chip
OpenAI has announced Jalapeño, a custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in developing proprietary silicon.
-
Amazon SageMaker AI Enhances Training with NVIDIA Blackwell GPUs
Amazon SageMaker AI now supports NVIDIA Blackwell GPUs, enabling larger batch sizes and longer sequences for training large models, with P6-B200 instances available for booking.
-
IBM claims world's first sub-1 nanometer chip technology
IBM announced its first sub-1 nanometer chip technology, capable of integrating nearly 100 billion transistors on a fingernail-sized chip, doubling the transistor density of its previous generation.
-
Cerebras Stock Plunges After Earnings, CEO Clarifies Margin Outlook
Cerebras Systems saw its stock drop nearly 20% after reporting first-quarter earnings, despite exceeding expectations.
-
Europe Opposes Washington's Chip War Over ASML
European officials are resisting U.S. efforts to restrict Chinese access to advanced chipmaking equipment, which could significantly impact ASML's sales.
-
OpenAI and Broadcom Unveil Jalapeño Inference Chip
OpenAI and Broadcom announced Jalapeño, an AI accelerator designed to improve performance per watt for large language models, with early testing showing significant gains over current state-of-the-art solutions.
-
AI-Designed Radio Chips Redefine RFIC Development
Princeton researchers use AI to design radio-frequency integrated circuits, achieving record performance and reducing design time by orders of magnitude.
-
Qualcomm Acquires Modular for Nearly $4 Billion
Qualcomm has acquired Modular, a chip startup, for nearly $4 billion, including $300 million for employee compensation.
-
NVIDIA and Eco Wave Power Use AI to Convert Ocean Waves Into Electricity
Eco Wave Power, using NVIDIA AI tools, is developing wave energy technology that could supply 60% of U.S. annual energy needs, according to the Energy Information Administration.
-
U.S. Concerns Over ASML’s EUV Tool Possibly in China
U.S. officials claim ASML may have sent EUV lithography tools to China, though the company denies it. The export ban, enforced since the Trump era, remains in place.