Chips, Hardware, and Infrastructure: Week Ending 09/27/2024

A Google themed computer chip that says “AlphaChip” on it.

Addendum: A graph placement methodology for fast chip design | Nature

https://www.nature.com/articles/s41586-024-08032-5

Surging AI demand could cause the world’s next chip shortage: Report

https://www.cnbc.com/2024/09/25/surging-ai-demand-could-cause-the-worlds-next-chip-shortage-report.html

Blackstone confirms $13 billion investment in Britain for AI data centre | Reuters

https://www.reuters.com/technology/artificial-intelligence/blackstone-confirms-13-bln-investment-britain-ai-data-centre-2024-09-25

Microsoft announces $1.3 billion USD investment in Cloud and AI infrastructure supporting inclusive growth through technology and skilling programs in Mexico – News Center Latinoamérica

https://news.microsoft.com/es-xl/microsoft-announces-1-3-billion-usd-investment-in-cloud-and-ai-infrastructure-supporting-inclusive-growth-through-technology-and-skilling-programs-in-mexico

“Microsoft and BlackRock are part of a group of companies collaborating to pull together billions of dollars to develop data centers for artificial intelligence and the energy infrastructure to power them. Read more:

https://twitter.com/CNBC/status/1836170325274296443

AMD

Vultr Cloud Alliance: High-Performance AI and HPC with AMD and Vultr

https://blogs.vultr.com/Vultr-AMD-Cloud-Alliance

Introducing the First AMD SLM (Small Language Model): AMD-135M Model Fuels AI Advancements

https://www.amd.com/en/developer/resources/technical-articles/introducing-amd-first-slm-135m-model-fuels-ai-advancements.html

Google

“Our AI for chip design method AlphaChip has transformed the way we design microchips. ⚡ From helping to design state-of-the-art TPUs for building AI models to CPUs in data centers – its widespread impact can be seen across Alphabet and beyond. Find out more →

https://twitter.com/GoogleDeepMind/status/1839306984480231852

“Welcome, AlphaChip! Today, we are sharing some exciting updates on our work published in @Nature in 2021 on using reinforcement learning for ASIC chip floorplanning and layout. We’re also naming this work AlphaChip. Since we first published this work, our use of this approach

https://twitter.com/JeffDean/status/1839308592408834559

“Feedback loop: train SOTA chip design model (AlphaChip) -> use it to design better AI chips -> use them to train better models -> to design better chips… part of the reason why our TPU stack is so good. Congrats @Azaliamirh, @annadgoldie, @JeffDean & the AlphaChip team!” / X

Feedback loop: train SOTA chip design model (AlphaChip) -> use it to design better AI chips -> use them to train better models -> to design better chips… part of the reason why our TPU stack is so good. Congrats @Azaliamirh, @annadgoldie, @JeffDean & the AlphaChip team! https://t.co/MLwaAP79Tg
— Demis Hassabis (@demishassabis) September 26, 2024