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Samsung HBM roadmap shows Google could become Nvidia's fiercest competitor in AI by 2026, but I wonder what's happening to MicrosoftGoogle's total HBM demand is projected to grow from 2.4 million units in 2024 to 2.8 million units by 2026. TPU v7p alone is ...
According to a Reuters story, This year, according to reports, OpenAI intends to produce its first proprietary artificial ...
Groq, Etched, Cerebras, SambaNova... There are too many Nvidia alternatives to count. Do any of them stand a chance?
Omdia predicts rapid growth in demand for Google’s Tensor Processing Unit (TPU) AI chips, a trend that may be strong enough to start chipping away at NVIDIA’s market dominance in GPUs. 3Q results from ...
Google's new Willow quantum chip has broken new ground in an important random circuit sampling ... [+] benchmark, an important development in Google's roadmap for fault-tolerant quantum computing.
Google is working on a new contextual chip for Gemini that will allow users to ask about places they see on Google Maps. The chip will attach a Google Maps link to the search box, allowing users ...
The U.S. in December also launched a fresh crackdown on China's semiconductor industry, including restricting HBM chip sales. Samsung, which relied on Chinese customers for about 20% of HBM sales ...
Add Me is one of the Pixel 9’s tentpole camera features, and Google has a blog post today ... and took ample experimentation. Meanwhile, a TPU (Tensor Processing Unit) — in general — is ...
These chips, less advanced than the 12-layer version ... Samsung recently indicated that HBM sales may face temporary constraints in Q1 2025. The HBM market is currently led by SK hynix and ...
OpenAI is finalizing the design for its first custom AI training chip and is currently in the tape out phase, the final process before a semiconductor is manufactured. According to a report from ...
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