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The Latest Breaking News from Dylan Patel

Alphabet's Quiet AI Chip Bet Suddenly Looks Like Its Next Multi-Billion-Dollar Machine

Investors are increasingly eyeing Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) in-house artificial intelligence chips as a potential breakout business, betting that the company’s tensor processing units could evolve from a behind-the-scenes strength into a major new revenue engine.

Benzinga

Nvidia's Reign At Risk? Dylan Patel Says Google's TPU, Amazon's Trainium Could Outshine GPUs If Sold To Public

Nvidia Corp. (NASDAQ:NVDA) faces pressure from custom silicon competitors as tech giants scale up alternative artificial intelligence chip production, according to SemiAnalysis founder Dylan Patel.

Benzinga

Elon Musk confirms xAI is buying an overseas power plant and shipping the whole thing to the U.S. to power its new data center — 1 million AI GPUs and up to 2 Gigawatts of power under one roof, equivalent to powering 1.9 million homes

Elon Musk's xAI is set to build million-GPU data center expected to draw up to 2 GW of power, prompting Musk to buy and import an entire power plant.

Tom’s Hardware

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TSMC's next-gen 2nm silicon is reportedly on track for later this year but don't expect chips for PCs until 2027 and beyond

Maybe Moore's law isn't quite dead.

PC Gamer

A researcher claims Microsoft and OpenAI may have cracked multi-datacenter distributed training for their AI models based on their 'actions': "Microsoft has signed deals north of $10 billion with fiber companies to connect data centers"

A researcher claims Microsoft and OpenAI have finally figured out a plausible way to train the LLMs across multiple data centers.

Windows Central

Huawei already has a new chip to rival Nvidia's AI GPUs — Ascend 910C aims to replace Nvidia's Blackwell in China

Huawei has prepared a new Ascend 910C GPU for AI to counter Nvidia's H20 and B20 in China.

Tom’s Hardware

Elon Musk powers new 'World's Fastest AI Data Center" with gargantuan portable power generators to sidestep electricity supply constraints

Elon Musk deployed 14 mobile generators at the xAI Memphis Supercluster to generate 35 MWe to power 32,000 H100 GPUs.

Tom’s Hardware

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ASML Faces Even Stricter Dutch and U.S. Controls: Report

Dutch and U.S. clampdown limits ASML's chip equipment servicing in China, selling tools to select fabs.

Tom’s Hardware

Bug Forces Intel to Halt Some Xeon Sapphire Rapids Shipments

Intel confirmed that a new bug has forced it to halt some shipments of its Fourth-gen Xeon Sapphire Rapids shipments.

Tom’s Hardware

‘No possibility of reconciliation’ as US slams China chips

The Biden administration’s new restrictions on technology exports to China could undercut the country’s ability to develop wide swaths of its economy, from semiconductors and supercomputers to surveillance systems and advanced weapons.

Tribune News Service

China’s great leap forward in chips faces US pushback

Beijing’s efforts to secure dominance over critical chips are facing growing resistance from Washington.

People

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