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1561.
Amazon announces new AI chips, closer Nvidia ties — but it's cloud capacity that matters most (cnbc.com)
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Amazon launches Trainium3 (news.ycombinator.com)
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How Intel clawed its way back to relevancy - and why it's suddenly winning again (zdnet.com)
1564.
Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap (techcrunch.com)
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Latest GPU market analysis shows Nvidia losing ground to AMD — and Intel cracks the 1% share milestone for the first time (tomshardware.com)
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A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices (cnbc.com)
1567.
Broadcom gets more Street approval, but Cramer says it's not in a race with Nvidia (cnbc.com)
1568.
Nvidia CEO to Cramer: Synopsys deal is 'culmination of everything I showed you' over the years (cnbc.com)
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Nvidia announces new open AI models and tools for autonomous driving research (techcrunch.com)
1570.
Nvidia’s $2B Synopsys bet tightens its grip on the chip-design stack (techcrunch.com)
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Nvidia's RTX 5090 Founders Edition just got restocked in the UK, undercuts AIB cards by over £200 — GPU available directly from Nvidia marketplace (tomshardware.com)
1572.
Google, Nvidia, and OpenAI (news.ycombinator.com)
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Google, Nvidia, and OpenAI – Stratechery by Ben Thompson (news.ycombinator.com)
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Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (cnbc.com)
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Nvidia CEO Jensen Huang allegedly asks managers discouraging AI use: ‘Are you insane?’ — assures employees their jobs aren’t at risk because of AI (tomshardware.com)
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China claims domestically-designed 14nm logic chips can rival 4nm Nvidia silicon — architecture leverages 3D hybrid bonding techniques for claimed 120 TFLOPS of power (tomshardware.com)
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This Thanksgiving’s real drama may be Michael Burry versus Nvidia (techcrunch.com)
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Nvidia reportedly no longer supplying VRAM to its GPU board partners in response to memory crunch — rumor claims vendors will only get the die, forced to source memory on their own (tomshardware.com)
1579.
China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs — top semiconductor expert hints at 'fully controllable domestic solution' (tomshardware.com)
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Alibaba and ByteDance allegedly train Qwen and Doubao LLMs using Nvidia chips, despite export controls — Southeast Asian data center leases skirt around U.S. chip restrictions (tomshardware.com)
1581.
TPUs vs. GPUs and why Google is positioned to win AI race in the long term (news.ycombinator.com)
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Chinese startup founded by Google engineer claims to have developed its own TPU chip for AI — custom ASIC reportedly 1.5 times faster than Nvidia's A100 GPU from 2020, 42% more efficient (tomshardware.com)
1583.
How Google put together the pieces for its AI comeback (cnbc.com)
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Nvidia says it’s ‘delighted’ with Google’s success, but backhanded compliment says it is ‘the only platform that runs every AI model’ — statement comes soon after Meta announces proposed deal to acquire Google Cloud TPUs (tomshardware.com)
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Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance — Alphabet's biggest challenge is widespread adoption (tomshardware.com)
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Alphabet hits record highs, Burry's AI concerns, Ukraine peace plan and more in Morning Squawk (cnbc.com)
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Nvidia CEO Says You’re “Insane” If You Don’t Use AI to Do Literally Everything (futurism.com)
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Google just put Apple within striking distance of Nvidia as the world’s most valuable company (9to5mac.com)
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Nvidia says its GPUs are a 'generation ahead' of Google's AI chips (cnbc.com)
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Nvidia GeForce RTX 5050 vs Intel Arc B580 Face Off: $249 graphics cards duke it out for budget gaming supremacy (tomshardware.com)
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