IBM has booked $6B in sales around generative AI and Red Hat's revenue has about doubled since IBM bought it, fueling a ~2x jump in IBM's stock since April 2020
Asa Fitch / Wall Street Journal :
A look at the rise of super clusters, which use ~100K Nvidia GPUs for training giant AI models, and the new engineering challenges arising from large clusters
Asa Fitch / Wall Street Journal :
Sources: US officials are racing to deliver billions in CHIPS Act funding to Intel and others before Biden leaves office; nearly $30B is tied up in negotiations
Asa Fitch / Wall Street Journal :
Accenture says it will train 30K employees on Nvidia's AI tech and start a new Nvidia Business Group focused on driving enterprise adoption of AI agents
Nvidia deal: A first peek into the new world of genAI-centric strategies Surbhi Jain / Benzinga : Nvidia's AI Leadership To Drive $1 Trillion Market Growth, With Accenture Partnership Accelerating Ado...
Analysts and industry execs say Nvidia's Blackwell engineering challenges stem from combining two new processors and several memory components in a single chip
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In its annual report, Microsoft adds OpenAI as a competitor in AI offerings and search and news advertising; OpenAI unveiled its prototype SearchGPT last week
Embracing Our Future Microsoft is a technology company committed … Asa Fitch / Wall Street Journal : Microsoft Adds OpenAI to Its List of Competitors in AI and Search Mastodon: Kevin Beaumont / @Gossi...
Letter: bipartisan US House lawmakers ask the Biden administration to take stronger action to stem China's growing dominance in making older-generation chips
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In a staff letter, Intel CEO Pat Gelsinger says the company plans to create greater decision-making separation between its chip design and chip production arms
Asa Fitch / Wall Street Journal :
Intel plans to launch its Arc A770 graphics card for $329 on October 12, hoping to compete with Nvidia's budget GeForce RTX 3060 on price and performance
here's when you'll be able to buy one VideoCardz.com : Intel announces Arc A770 GPU at $329, launches October 12th Taylor Lyles / IGN : Intel's Arc A770 Gets $329 Price Tag and October Release Date An...
After a pandemic frenzy to buy laptops and other gadgets, Intel, Nvidia, Micron, and others suggest crypto mining, PC gaming, and smartphone demand is weakening
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