Month: June 2025
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Microsoft’s Maia NPU Slips
Microsoft’s next-gen [there was a first gen?] proprietary AI accelerator (NPU) is falling behind schedule, according to various sites citing The Information. Called Maia or Braga, the in-house design would reduce the company’s reliance on Nvidia and could be more cost- and power-efficient. Whereas Google has deployed several generations of its TPU AI accelerator and…
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Google TPU to Host OpenAI Models
OpenAI is not deploying inference services on Google TPUs, according to Reuters. The news service previously reported that the ChatGPT developer had agreed to use Google Cloud. Subsequently various free-to-read sites parroted The Information, saying OpenAI would employ the TPU. Running OpenAI services on the TPU would reduce its reliance on Nvidia GPUs hosted by…
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The MCUs Aren’t All Right
While AI processor sales soar, the broader processor market, particularly MCUs, faces a downturn fueled by post-pandemic inventory corrections and economic slowdown.
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AMD Bares Instinct MI350 GPU, Teases MI400 and MI500
Today AMD officially launched the Instinct MI350, an AI accelerator aiming to compete with Nvidia’s Blackwell, and revealed its roadmap to rack-scale systems. The company also teased the next two Epyc generations and a new Pensando DPU.
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Untethered
Untether AI has folded shop, ceasing supply and support for its hardware and software, and AMD is picking up the team, according to the AI accelerator startup. Untether shipped two product generations and delivered superior power efficiency. However, its NPUs had limitations and faced a relentless incumbent, all in the context of a rapidly evolving…
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Qualcomm Nabs Alphawave to Bolster Data-Center Strategy
Valuing Alphawave at $2.4 billion, Qualcomm’s takeover signals a deeper push into custom data-center processors, leveraging Alphawave’s high-speed serdes technology and established ASIC business. This move aims to complement Qualcomm’s CPU and AI offerings and capitalize on the growing demand for custom silicon among hyperscalers.