Ethan B. Holland

“.@Qualcomm Q4 shines, ups outlook for Q1 

https://twitter.com/constellationr/status/1854629982716543302

AMD

“If you’re evaluating which accelerator to choose for your future workloads beware that AMD’s peer-to-peer bandwidth is 7x slower than all-to-all bandwidth. As long as you use full nodes or single gpus, you have nothing to worry about. But if you have to deploy TP=2, TP=4, or 

https://twitter.com/StasBekman/status/1854233704572612814

Huawei

Exclusive: US ordered TSMC to halt shipments to China of chips used in AI applications | Reuters

https://www.reuters.com/technology/us-ordered-tsmc-halt-shipments-china-chips-used-ai-applications-source-says-2024-11-10

Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips – WSJ

https://www.wsj.com/tech/mystery-surrounds-discovery-of-tsmc-tech-inside-huawei-ai-chips-7d922a01

Intel

Nvidia to join Dow Jones Industrial Average, replacing Intel

https://www.cnbc.com/2024/11/01/nvidia-to-join-dow-jones-industrial-average-replacing-intel.html

NVIDIA

Deep Imagination Research | NVIDIA
Cosmos Tokenizer: A suite of image and video neural tokenizers (upscalers)

https://research.nvidia.com/labs/dir/cosmos-tokenizer

NVIDIA Advances Robot Learning, Humanoid Development With New AI and Simulation Tools | NVIDIA Blog

https://blogs.nvidia.com/blog/robot-learning-humanoid-development

Meta is using more than 100,000 Nvidia H100 AI GPUs to train Llama-4 — Mark Zuckerberg says that Llama 4 is being trained on a cluster “bigger than anything that I’ve seen” | Tom’s Hardware

https://www.tomshardware.com/tech-industry/artificial-intelligence/meta-is-using-more-than-100-000-nvidia-h100-ai-gpus-to-train-llama-4-mark-zuckerberg-says-that-llama-4-is-being-trained-on-a-cluster-bigger-than-anything-that-ive-seen

Nvidia to join Dow Jones Industrial Average, replacing Intelhttps://www.cnbc.com/2024/11/01/nvidia-to-join-dow-jones-industrial-average-replacing-intel.html