Arm Is Now Making Its Own Chips
… Over time, Arm may expand into more general-purpose CPUs, while AMD and Intel develop chips tailored for agentic AI. That would put the companies in more direct competition with one another. …
Search
The Humanoid Robot of the Future Is a 6-Foot-Tall Beefcake With a Chinese Body and an American Brain
… Singer notes that while the US has the world’s best AI chips, China’s supply chain gives its robotics companies a hardware edge. “Both sides have key parts of the supply chain that they might be able to weaponize, but here they are working together,” he says. …
Nvidia Wants to Own Every Chip Inside AI Data Centers
… On Sunday, AMD revealed more details about its Helios AI chip rack, which is designed to compete with Nvidia’s new wares. Both AMD and Nvidia have been vying for large-scale, multiyear contracts to supply chips to AI hyperscalers like Meta and Amazon and AI labs like OpenAI, Anthropic, and SpaceXAI. …
Nvidia Will Spend $26 Billion to Build Open-Weight AI Models, Filings Show
… In this respect, Nvidia may help shape AI competition between the US and China by providing a US-made alternative to open-weight Chinese models. “We're an American company, but we work with companies across the world,” Catanzaro says. “It's in our interest to make the ecosystem diverse and strong e… …
Nvidia’s RTX Spark Laptops Look Hell-Bent on Disruption
Announced over the weekend at the Computex tech expo in Taiwan, RTX Spark chips combine unified memory, RTX graphics, and the new part: the N1 CPU. Nvidia already owns the entire world of AI processed in data centers with its GPUs. But now it's making its play for locally run AI too. …
‘Uncanny Valley’: Nvidia’s ‘Super Bowl of AI,’ Tesla Disappoints, and Meta’s VR Metaverse ‘Shutdown’
… Brian Barrett: And meantime, there is some actual real world, happening-right-now competition going on. A lot of this is focused on future state stuff, but we do have—Nvidia chips are facing competition. Google making its own chips. Cerebras is a startup that is making chips that specialize in AI. …