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NXP to Acquire Kinara to Boost Its Edge AI Portfolio
NXP is buying Kinara to enhance its edge-AI portfolio with powerful, transformer-capable NPUs. It will be the fifth AI-accelerator architecture the company has employed. Expect to see the tech in i.MX chips targeting automotive & industrial markets. continue reading
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Arm vs Qualcomm Continues While Qualcomm vs Arm Ramps
The Arm vs. Qualcomm legal saga lurches on. Mediation is pending, and Arm is pushing for a retrial. Meanwhile, they battle over whether Arm breached Qualcomm’s ALA. continue reading
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What Roadmap Details Did Intel’s 4Q24 Call Reveal?
Intel’s 4Q24 earnings call revealed mixed messages about its 18A process, and we believe upcoming data-center chips Clearwater Forest and Jaguar Shores will be axed. continue reading
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OpenAI Mirrors Hyperscalers in Trying to Make an AI Chip
Reuters is reporting OpenAI will tape out its first AI processor (NPU) later this year. Pilot deployments will focus on inference, but the NPU can also perform training. Broadcom is aiding OpenAI with chip development, and TSMC will fab it in a 3 nm process. Richard Ho helms the project, coming to OpenAI in 2023 continue reading
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DeepSeek-R1 Resets AI-Development Expectations
DeepSeek-R1 slipped into the world on January 20, a day before Sam Altman and friends kicked off his Stargate OPM incinerator. DeepSeek soon overshadowed Stargate, playing down its costs while Stargate did the opposite. Nvidia’s stock tumbled on the belief that DeepSeek showed significant AI advancements required a tiny fraction of the investment previously assumed. continue reading
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Xsight Labs Develops 800 Gbps DPU That Hosts Linux
Xsight Labs will soon sample the E1 DPU to complement its X2 switch. Although 800 Gbps capable, it runs packets through its 64-core Arm Neoverse cluster. The E1 promises a simple programming model, flexibility, and performance. continue reading
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