Tous les articles
septembre
- | The Register
Microsoft, BlackRock form fund to sink up to $100B into AI infrastructure
Microsoft is joining with BlackRock and other private equity investors in a new AI fund that aims to eventually raise $100 billion for datacenters and their supporting power infrastructure.
juillet
- | The Register
Upcoming US export rules on chipmaking tools won't apply to friendly countries
The US is said to be tightening its export rules on chipmaking equipment, but will provide exceptions for allied and friendly nations.
juin
- | ScienceBusiness
EU needs a strong R&I ecosystem more than ever, Commission report finds
The EU needs a strong science, research and innovation base more than ever, as it lags behind competitors in an uncertain geopolitical environment, according to this year’s 530-page stock-taking report on the Science, Research and Innovation Performance of the EU.
- | The Register
Semiconductor industry navigating choppy waters with sunnier climes ahead
Chipmaking equipment suppliers haven’t had the greatest start to the calendar year, collectively reporting a sales slump in the opening three months of 2024, according to analyst figures.
- | AI Business
Nvidia Overtakes Microsoft as World's Most Valuable Company
Nvidia has become the most valuable company in the world after its market capitalization grew to $3.34 trillion, overtaking Microsoft at $3.32 trillion.
Nvidia shares ended trading on June 18 at $136 per share, a 3.5% increase. Since the beginning of 2024, Nvidia’s stock price has surged by more than 170%.
mai
- | Gartner
Gartner Forecasts Worldwide AI Chips Revenue to Grow 33% in 2024
“Today, generative AI (GenAI) is fueling demand for high-performance AI chips in data centers. In 2024, the value of AI accelerators used in servers, which offload data processing from microprocessors, will total $21 billion, and increase to $33 billion by 2028,” said Alan Priestley, VP Analyst at Gartner.
mars
- | The Register
US CHIPS Act set to electrify semiconductor scene with billions
The US government has dropped details on its National Strategy on Microelectronics Research, outlining top goals and actions for the next five years to boost the semiconductor industry with CHIPS Act investment.
février
- | The Register
Water worries flood in as chip industry and AI models grow thirstier
Mega makers already operate in water-scarce areas, and worry is they’ll drink us dry
janvier
- | Data Centre Magazine
AI Boom Will Cause Data Centre Electricity Demand to Double
IEA Expects Global Electricity Demand, Driven by AI Growth, to Double by 2026 - Citing the Importance of Sustainability and Net Zero Investments
- | The Register
Global semiconductor revenues slid 11 percent in 2023, despite AI silicon splurge
Nvidia raked in the boatloads of cash, but the rest of the industry is still hurting. 2023’s copious chatter about generative AI has not translated into surging semiconductor revenues across the industry, according to analyst firm Gartner.
- | The Register
Chip wars could lead to oversupply as China increases domestic capacity
China’s chip manufacturing capacity is expected to more than double within the next 5 to 7 years, according to TrendForce, and this could lead to a market oversupply that would spell trouble for semiconductor companies elsewhere.
- | Data Centre Magazine
The drive towards global modular data centre growth in 2024
This year anticipates an increase in scalable modular data centres as the demand for AI and cloud-based technologies continues to challenge the industry.
- | The Register
Semiconductor scene set for AI-led recovery in 2024, and China will be in front
Global semiconductor capacity is tipped to grow in 2024, despite the doom and gloom, with China forecast to lead the way and expand its share of global chip production as it tries to become more self sufficient.
- | The Register
2024 sure looks like an exciting year for datacenter silicon
The new year is already shaping up to be one of the most significant in terms of datacenter silicon we’ve seen in a while. Every major chip house is slated to refresh their CPU and/or GPU product lines over the coming twelve months.
octobre
- | ZDNet
Generative AI spending to reach $143 billion in 2027, says IDC
The forecasted growth of generative AI investments is more than twice the growth rate in overall AI spending and 13 times greater than the CAGR for worldwide IT spending over the same period, according to IDC.