Ethan B. Holland

Over 50,200 manually organized AI links and counting

Chips and Hardware: Week Ending 02/23/2024

March 2, 2024

“The first time I met Jensen was also the first time I met @elonmusk. I was interning at OpenAI that day and witnessed the moment Jensen handed Elon the first DGX. I slipped in my signature 😉 Elon, if you recall, I asked how “we (OpenAI) can beat DeepMind”. You told me, “by… https://t.co/OsyCyw6Rsw” / X – https://twitter.com/DrJimFan/status/1760695377651781950

“Some pics from when Jensen delivered the first @Nvidia AI system to @OpenAI https://t.co/gj4995BKSn” / X – https://twitter.com/elonmusk/status/1759295781196927438

“Wow, that’s a lot of tweets tonight! FAQs responses. • We’re faster because we designed our chip & systems • It’s an LPU, Language Processing Unit (not a GPU) • We use open-source models, but we don’t train them • We are increasing access capacity weekly, stay tuned https://t.co/nFlFXETKUP” / X – https://twitter.com/GroqInc/status/1759483896322781584?s=20

“Groq is serving the fastest responses I’ve ever seen. We’re talking almost 500 T/s! I did some research on how they’re able to do it. Turns out they developed their own hardware that utilize LPUs instead of GPUs. Here’s the skinny: Groq created a novel processing unit known as… https://t.co/mgGK2YGeFp” / X – https://twitter.com/JayScambler/status/1759372542530261154

Nvidia Added $272 Billion in Market Value Thursday, the Largest One-Day Gain Ever – https://www.investopedia.com/nvidia-added-usd272-billion-in-market-value-thursday-the-largest-one-day-gain-ever-8598861

Sam Altman Wants US Backing for His $7 Trillion AI Chip Venture: Report – https://www.businessinsider.com/sam-altman-wants-government-backing-7-trillion-ai-chip-venture-2024-2

Softbank founder reportedly aims to raise $100 billion to build AI chip company that would rival Nvidia — Project Izanagi might leverage Arm design | Tom’s Hardware – https://www.tomshardware.com/tech-industry/artificial-intelligence/softbank-founder-reportedly-aims-to-raise-dollar100-billion-to-build-ai-chip-company-that-would-rival-nvidia

New Chip Opens Door to AI Computing at Light Speed – Penn Engineering Blog – https://blog.seas.upenn.edu/new-chip-opens-door-to-ai-computing-at-light-speed/

“NVIDIA blew past expectations with its Q4 earnings report, with a 265% year-over-year increase and massive data center revenue. The result? Up over a whopping 16%, pushing market cap passed Google and claiming position as the third largest stock in the world. https://t.co/kqXaTccXra” / X – https://twitter.com/rowancheung/status/1760900542094606667

“SoftBank founder and billionaire Masayoshi Son is reportedly looking to raise $100B to launch ‘Project Izanagi’. The AI chip venture aims to compete with NVIDIA and push towards AGI. $30B is potentially from SoftBank and $70B from Middle Eastern backers. https://t.co/5bpX6pDcAH” / X – https://twitter.com/rowancheung/status/1759443216720445470

“Masayoshi Son is raising $100 billion for a chip venture that will rival Nvidia The project is code-named “Izanagi” “it will be the birth of a life form far beyond mankind” https://t.co/zdoMf1GK6F” / X – https://twitter.com/chiefaioffice/status/1759282011251098088

Nvidia (NVDA) earnings report Q4 2024 – https://www.cnbc.com/2024/02/21/nvidia-nvda-earnings-report-q4-2024.html

Generative AI Chip Designer Recogni Locks Up $102M – https://news.crunchbase.com/semiconductors-and-5g/generative-ai-chip-designer-recogni/

SoftBank Founder Masayoshi Son Aims to Raise $100 Billion for New Chip Venture, “Izanagi” – https://www.msn.com/en-us/money/companies/softbank-founder-masayoshi-son-aims-to-raise-100-billion-for-new-chip-venture-izanagi/ar-BB1iq42h

A Peek at Intel’s Future Foundry Tech – IEEE Spectrum – https://spectrum.ieee.org/intel-18a

Be Sure To Read “This Week In AI”

This week’s executive overview and top links are here:

AI News #21: Week Ending 02/23/2024 with Executive Summary and Top 36 Stories

The post you just read is an extension of my weekly newsletter, This Week In AI, an executive summary of the top things to know in AI. Each week, I create an accessible overview for laypeople to feel confident they are conversant with the week’s AI developments. I include a curated list of must-click links of the week, to offer everyone a hands-on opportunity to explore the most intriguing updates in artificial intelligence across various categories, including robotics, imagery, video, AR/VR, science, ethics, and more. Beyond the overview, I post these topic-based deeper dives (below). If you haven’t read this week’s overview, I recommend starting there.

Credits/Sources

Most of these weekly links come from just a few prolific oversharing sources. Please follow them, as they work hard to find the news each week and they make it a lot easier for me to compile.