Ethan B. Holland

Over 56,600 manually organized AI links and counting

a realistic baroque oil painting in an ornate gilded frame, depicting a computer graphics card, a small, elegant nameplate at the bottom of the fame is engraved with the title: "Chips" --chaos 20 --ar 4:3 --style raw --personalize t9u6ckr --v 6.1

Chips, Hardware, and Infrastructure: Week Ending 07/12/2024

July 12, 2024

a realistic baroque oil painting in an ornate gilded frame, depicting a computer graphics card, a small, elegant nameplate at the bottom of the fame is engraved with the title: “Chips” –chaos 20 –ar 4:3 –style raw –personalize t9u6ckr –v 6.1

Andreessen Horowitz Is Building a Stash of More Than 20,000 GPUs to Win AI Deals — The Information

https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals

Japan’s SoftBank acquires British AI chipmaker Graphcore | Reuters

https://www.reuters.com/technology/artificial-intelligence/japans-softbank-acquires-british-ai-chipmaker-graphcore-2024-07-11

AMD

AMD to acquire Finnish startup Silo AI for $665 mln to step up in AI race | Reuters

https://www.reuters.com/markets/deals/amd-acquire-finnish-startup-silo-ai-665-mln-step-up-ai-race-2024-07-10

“AMD to buy Finnish start-up Silo AI for $665mn in drive to compete with Nvidia

AMD to buy Finnish start-up Silo AI for $665mn in drive to compete with Nvidia https://t.co/I5rD5S3tGc
— Florent Daudens (@fdaudens) July 10, 2024

In bid to loosen Nvidia’s grip on AI, AMD to buy Finnish startup for $665M | Ars Technica

https://arstechnica.com/information-technology/2024/07/in-bid-to-loosen-nvidias-grip-on-ai-amd-to-buy-finnish-startup-for-665-million

Apple

Apple M5 Chip’s Dual-Use Design Will Power Future Macs and AI Servers – MacRumors

https://www.macrumors.com/2024/07/04/apple-m5-chips-advanced-packaging-tsmc

NVIDIA

“Nvidia launched a new competition with RTC 4080 GPUs + cash as a prize. The ICCAD contest is to create an open-source code dataset for training LLMs on hardware design, with the aim to eventually automate the development of future GPUs.

Nvidia launched a new competition with RTC 4080 GPUs + cash as a prize.

The ICCAD contest is to create an open-source code dataset for training LLMs on hardware design, with the aim to eventually automate the development of future GPUs. pic.twitter.com/2fg2G3DGX5
— Rowan Cheung (@rowancheung) July 9, 2024

“Something NVIDIA’s very interested in: automating the design of the next-gen GPUs. Better GPUs -> more intelligence per unit training time -> better coding LLMs -> design even better GPUs. Some day, we can take a vacation and NVIDIA will still keep shipping new chips. Time to

Something NVIDIA's very interested in: automating the design of the next-gen GPUs.

Better GPUs -> more intelligence per unit training time -> better coding LLMs -> design even better GPUs.

Some day, we can take a vacation and NVIDIA will still keep shipping new chips. Time to… pic.twitter.com/QHSIU0wkdk
— Jim Fan (@DrJimFan) July 8, 2024

Nvidia (NVDA) AI Chip Supply Is a ‘Huge Bottleneck,’ EU’s Vestager Warns – Bloomberghttps://www.bloomberg.com/news/articles/2024-07-05/nvidia-ai-chips-are-huge-bottleneck-eu-s-vestager-warns?srnd=technology-ai&embedded-checkout=true

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Be Sure To Read This Week’s Main Post:

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

AI News #41: Week Ending 07/12/2024 with Executive Summary and Top 58 Links

The post you just read is an deep dive 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.