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Analyst says NVIDIA will generate 80x more revenue from AI GPUs in 2024 than Intel

Analyst expects $40 billion in AI GPU sales for NVIDIA in 2024, while AMD estimated with $3.5 billion, and Intel... Intel's estimated to make $500 million.

Pat-gelsinger , Bloomberg-technology , Bloomberg , Nvidia , Intel , Amd , Ntel , Vidia , Vidia-h100 , Vidia-ai-gpu , I-gpu , I-gpu-sales

NVIDIA CEO Jensen Huang will deliver live keynote on June 2, just as Computex 2024 kicks off

NVIDIA CEO Jensen Huang will deliver live keynote on June 2 at the NTU Sports Center, sharing how the AI era is driving a new industrial revolution.

Lisa-su , Jensen-huang , Pat-gelsinger , Nvidia , Sports-center-national-taiwan-university , Intel , National-taiwan-university-sports-center , Vidia-ceo , Ensen-huang , I , I-gpu , I-demand

Meta's next-gen in-house AI chip is made on TSMC's 5nm process, with LPDDR5 RAM, not HBM

Meta's next-gen MTIA AI processor is made on TSMC 5nm, up to 1.35GHz frequency, PCIe Gen5 x8 interface, to fight NVIDIA in the cloud business.

Nvidia , Meta-training , Inference-accelerator , Tsmc , Vidia , Eta , Eta-mtia , Tia , Ext-gen-mtia , I-gpu , I-processor

AI Processor Accelerator IP Core

Introducing Gyrus's ground-breaking AI Processor Accelerator IP, coupled with a native graph processing software stack, is the ultimate solution for seamless ...

Neural-network , Hardware-software , Introducing-gyrus , Digital-twin , Ai-accelerator , Eural-network-accelerator , I-processor , Raph-processor , Dge-computing , I-processor-accelerator , Na-rev-01

Broadcom shows off absolutely gigantic AI chip, new XPU design for 'consumer AI company'

Broadcom's custom silicon group shows off third-gen XPU design from a large 'consumer AI company' with HBM, high-speed intra-chip connectivity, and more.

Patrick-moorhead , Frank-ostojic , Broadcom , Nvidia , Moor-insights , Roadcom-xpu , Roadcom-ai , I , I-processor , I-chip , I-gpu , Vidia

HBM prices have skyrocketed by 500% thanks to AI GPU demand, with no signs of slowing down

The HBM memory industry is celebrating the insatiable demand of AI, with a gigantic 500% surge in HBM pricing... with no signs of slowdown whatsoever.

South-korea , Taiwan , South-korean , Vera-rubin , Kim-wang-soo , Taiwan-semiconductor-manufacturing-company , Nvidia , Blackwell , Yole-group , Samsung , Hbm , Bm-market

Nvidia pursues $30 billion custom chip opportunity with new unit

Nvidia's customers, which include ChatGPT creator OpenAI, Microsoft, Alphabet and Meta Platforms , have raced to snap up the dwindling supply of its chips to compete in the fast-emerging generative AI sector.

Taiwan , California , United-states , Nvidia-tegra , Santa-clara , Greg-reichow , Dylan-patel , Dina-mckinney , Charles-shi , Sony , Microsoft , Marvell-technology

Rebellions is a South Korean fabless AI chip startup, building Rebel AI chip with Samsung

Rebellions is a South Korean fabless AI chip startup, which just closed on $124 million in Series B round funding, for its third AI chip called Rebel.

South-korea , South-korean , Korea , Sam-altman , Sungkyue-shin , Nvidia , Korea-development-bank , Microsoft , Google , Samsung , Samsung-electronics , Pavilion-capital