Here's How Nvidia's Incredible AI Success Could Lead to Its Undoing
Nvidia's proprietary CUDA software platform, developed over nearly two decades, has been a key driver of its artificial ...
AMD downgraded: Nvidia's AI chips still hold 'a significant performance advantage'
Jefferies on Thursday downgraded Advanced Micro Devices (NASDAQ:AMD) to Hold, citing a widening performance gap with Nvidia's (NASDAQ:NVDA) AI chips and limited traction in the AI market.
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Intel’s Gaudi 3 AI Chip Targets Nvidia H100, H200; Scales To 8,000-Chip Clusters
Intel said its upcoming Gaudi 3 AI accelerator chip can best Nvidia ... the company said it has developed an “end-to-end AI software stack” that includes everything from the firmware ...
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GitHub Accelerator applications now open for AI-focused open-source projects
GitHub has just opened up a new cohort for GitHub Accelerator, which is a program ... to innovate and share openly at every level of the AI stack, from training frameworks, to models, to ...
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Nvidia Poised for Beat, Raise Amid Strong AI Accelerator Demand, Oppenheimer Says
An AI accelerator is a specialized hardware ... taking advantage of full stack AI hardware and software solutions. Nvidia's "entrenched" data center AI ecosystem is core to GenAI adoption, the ...
Scaling up: Nvidia redefines the computing stack with new releases for the AI factory
A key ingredient in Nvidia’s “scale up” strategy is Blackwell Ultra NVL72, the latest iteration of Nvidia’s GPU platform.
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Micron, Samsung, and SK Hynix preview new HBM4 memory for AI acceleration
Recap: The AI accelerator race is driving rapid innovation ... SK Hynix showcased its first 48GB HBM4 stack composed of 16 layers of 3GB chips running at 8Gbps. Likewise, Samsung and Micron ...