Semiconductor shares fell on Tuesday after Broadcom's CEO compared many AI investors to casino gamblers. Samsung shares also dropped after Chinese memory maker CXMT reported good progress on a new chip architecture.
After experimenting with glasses, pins and pendants, leading AI companies are turning to the smartphone, according to Qualcomm's CEO. He says their requirements go far beyond what today's best chips can do.
NVIDIA says the PC software ecosystem is ready for RTX Spark, a superchip combining gaming PC, creative studio and personal AI supercomputer. It offers up to 128GB of unified memory and 1 petaflop of AI compute.
Intel's professional GPU D270, first detailed in August, is now officially launched. It can carry 480GB of video memory to handle language models of up to 300 billion parameters.
Tech giants promise new technologies to save water in data center cooling. Clubic argues they leave out an essential part of the picture, and that real consumption is much higher than they suggest.
At its AI Pulse event, where open source and sovereignty dominated the discussions, Scaleway announced new compute capacity and new models. The cloud subsidiary of iliad is using the moment to strengthen its position as a European alternative.