Alibaba’s Chip and Model Reveal Reframes the US-China AI Race
Chip and Model: Alibaba unveiled a new AI chip and a 10 trillion parameter model plan Tuesday, sending shares up 3% and sharpening the US-China chip race.
Coverage of the chips that train and run AI, including GPUs, custom accelerators, supply constraints and the companies competing to build them.
Chip and Model: Alibaba unveiled a new AI chip and a 10 trillion parameter model plan Tuesday, sending shares up 3% and sharpening the US-China chip race.
Nvidia’s Jensen Huang projects doubled chip shipments next year and argues AI safety rules belong in products, not models, as regulators debate both.
Mexican authorities seized 300 GPUs, satellite gear and transformers from a cartel-run crypto mining farm in Puebla tapping stolen hydroelectric power.
Nvidia’s $12.9B Hugging Face acquisition and its latest earnings are fueling fresh comparisons with Broadcom’s custom AI chip growth.
AMD’s Instinct MI430X chips will power Finland’s $420 million LUMI-AI supercomputer, a EuroHPC deal that triples the cost of the original 2021 LUMI machine.
OpenAI began testing Jalapeño, its first inference chip, saying the new hardware beats the Nvidia GPUs it rents on speed and power efficiency.
AI chips power Apple’s new M6 Mac mini and M5 Ultra Mac Studio, with up to 512GB unified memory for private local AI inference tasks.
OpenAI’s Jalapeño chip posted first results on Aug. 25, pairing faster AI responses with lower power use and a push to cut data-center serving costs.
OpScale is a new operator-level autoscaling framework that cuts GPU count by 36% and power by 28% for LLM inference without breaching latency targets.
AMD has acquired Toronto-based Taalas, a startup building chips that run only one AI model.