NVIDIA discussion [2024]

[trinibwoy]

Portability across clouds is an interesting advantage since everyone is using Nvidia. I don’t know how anyone challenges their software advantage in the short term when everyone is scrambling to get their enterprise up and running asap. Longer term when the pace of investment isn’t so insane there may be more space for alternatives to develop. Until then Nvidia will further cement its position.

 

[pharma]

Some more information on the Foxconn/Nvidia supercomputer in Taiwan.

NVIDIA and Foxconn to Power Taiwan’s AI Future with New Supercomputer in Kaohsiung

Oct. 8, 2024 — NVIDIA and Foxconn are building what the two companies are describing as Taiwan’s largest supercomputer, marking a milestone in the island’s AI advancement. NVIDIAThe project, Hon Hai […]

www.hpcwire.com

With an expected performance of over 90 exaflops of AI performance, the machine would easily be considered the fastest in Taiwan. Foxconn plans to use the supercomputer, once operational, to power breakthroughs in cancer research, large language model development and smart city innovations, positioning Taiwan as a global leader in AI-driven industries.

Construction has started on the new supercomputer housed in Kaohsiung, Taiwan. The first phase is expected to be operational by mid-2025. Full deployment is targeted for 2026. The project will integrate with NVIDIA technologies, such as NVIDIA Omniverse and Isaac robotics platforms for AI and digital twins technologies to help transform manufacturing processes.

“Powered by NVIDIA’s Blackwell platform, Foxconn’s new AI 64 rack supercomputer is one of the most powerful in the world, representing a significant leap forward in AI computing and efficiency,” said Foxconn Vice President and Spokesperson James Wu.

The GB200 NVL72 is a state-of-the-art data center platform optimized for AI and accelerated computing. Each rack features 36 NVIDIA Grace CPUs and 72 NVIDIA Blackwell GPUs connected via NVIDIA’s NVLink technology, delivering 130TB/s of bandwidth. NVIDIA NVLink Switch allows the 72-GPU system to function as a single, unified GPU.

Taiwan-based Foxconn, officially known as Hon Hai Precision Industry Co., is the world’s largest electronics manufacturer, known for producing a wide range of products, from smartphones to servers, for the world’s top technology brands.

With a vast global workforce and manufacturing facilities across the globe, Foxconn is key in supplying the world’s technology infrastructure. It is a leader in smart manufacturing as one of the pioneers of industrial AI as it digitalizes its factories in NVIDIA Omniverse.

Foxconn was also one of the first companies to use NVIDIA NIM microservices in the development of domain-specific large language models, or LLMs, embedded into a variety of internal systems and processes in its AI factories for smart manufacturing, smart electric vehicles and smart cities.

 

[DegustatoR]

NVIDIA x MediaTek "AI PC" SoC To Debut By H2 2025, Will Witness Integration By Lenovo, Dell, HP & ASUS

NVIDIA & MediaTek are set to unveil their highly-anticipated AI PC chip by the second half of 2025 and will be adopted by major OEM players.

wccftech.com

 

[dorf]

The Weibo post that Wccftech cites as their source says (according to two different machine translations) that the SoC is entering mass production during H2 2025. So not H2 2025 "unveil" or "release" as Wccftech words it.

If the Weibo post is 100% on the money, actual product launch could also be early 2026.

 

[Kaotik]

The Weibo post that Wccftech cites as their source says (according to two different machine translations) that the SoC is entering mass production during H2 2025. So not H2 2025 "unveil" or "release" as Wccftech words it.

If the Weibo post is 100% on the money, actual product launch could also be early 2026.

Also if it would be in "tape-out phase" now it would be horribly outdated by then

 

[pharma]

聯發科傳攜手輝達進擊 AI PC 開發安謀架構處理器 | 產業熱點 | 產業 | 經濟日報

AI PC市場成長性看俏，聯發科加足馬力搶進，傳出將攜手AI晶片一哥輝達（NVIDIA）開發安謀（Arm）架構的AI P...

money.udn.com

Taiwanese financial newspaper has the AI chip taping out third quarter(2024) and mass production 1st quarter next year.
Sounds more logical but at this point just rumors.

 

[Kaotik]

聯發科傳攜手輝達進擊 AI PC 開發安謀架構處理器 | 產業熱點 | 產業 | 經濟日報

AI PC市場成長性看俏，聯發科加足馬力搶進，傳出將攜手AI晶片一哥輝達（NVIDIA）開發安謀（Arm）架構的AI P...

money.udn.com

Taiwanese financial newspaper has the AI chip taping out third quarter(2024) and mass production 1st quarter next year.
Sounds more logical but at this point just rumors.

That would fit the supposed Qualcomm exclusivity in Win11 space ending mid 2025 better