… Today, we announced more than $10B in investment across Taiwan’s ecosystem to scale advanced packaging and accelerate next-gen AI infrastructure, from 6th Gen EPYC CPUs codenamed “Venice” to our Helios rack-scale platform including Instinct MI450X GPUs, with multi-gigawatt… pic.twitter.com/3bes9dXN… …
… Sony sees AI as a rather grand tool in its tool belt, arguing, "For our players, this will mean gaming experiences like never before—more immersion, more adventures, and fresh ways to enjoy their favourite characters." It's easy to see why big-budget developers may be drawn to generative AI. …
… At this year's GDC, Vonderhaar said the studio's current, unannounced project is like "if David Lynch made shooters." Zhu casts GreaterThan's initial investments in a benevolent light, saying "it’s about making a good case that we can make good money and provide good entertainment to people in a de… …
… He replied: "I think it's going to be more of a soft landing… Particularly in the US, the way that the residents are responding to datacentres is really powerful, and they're pushing back and saying, 'No, I don't want you to put a datacentre here.' So, like any other economy, it's just going to go … …
… So, that's $20 billion paid out in dividends, or thereabouts. You also have to factor in the investment plans mentioned above, even if TSMC's reported profits come after such investments. The company may want to retain profit to help fund even more future investment. …
… With the level of investment in AI servers showing no signs of slowing down, it wouldn't be a surprise if the MLCC industry altered its production lines to chase after the money. …
… Best gaming chair: Secretlab Titan Evo 2. …
… Custom silicon is a big part of that investment, with Pichai specifically highlighting Google's AI chips TPU 8t and 8i as "more energy efficient, delivering up to two times better performance-per-watt." AI is power-intensive, with Google's own emissions up by 51% last year . …
… Less tantalizing is what follows two slides later, where the company provides an illustration of how generative AI usage will contribute to its growth strategy by decreasing "time used in routine tasks within development process" like research, draft generation, error checks, and clerical tasks whi… …
… It seems both companies have big plans to ride the AI wave as far as it will take them. One can only hope that this extra investment will contribute to stabilising supply sooner, rather than later. …