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AI & Enterprise
Apple pushes return to server market targeting AI demand, aims for 2029 launch
Apple is developing enterprise servers based on Nvidia networking equipment and its own chips, The Information reported, citing people familiar with internal details. The company plans to sell the servers to AI developers, companies and governments, the report said. Two models are under review, combining two M8 Ultra chips in a smaller version and four in a larger version. Apple is targeting a 2029 launch, but the project could be cancelled or proceed without Nvidia technology.
AI & Enterprise
Nvidia\'s Huang says next year\'s revenue could rise 70 percent
Nvidia CEO Jensen Huang (Jensen Huang) reiterated a forecast that the company’s revenue next year could grow 70 percent from the previous year, saying Nvidia is embedded across the AI ecosystem even as competition intensifies. Speaking at the Goldman Sachs Communacopia+Technology Conference, Huang described Nvidia’s AI infrastructure scale, growing demand for certain systems and the company’s wide information network spanning suppliers, data centers and startups. He also addressed questions about investment-related purchases and said Nvidia manages risk by checking contracts.
AI & Enterprise
KAIST team proposes CXL-based AI data centre architecture with Meta
Researchers at the Korea Advanced Institute of Science and Technology (KAIST) and faculty startup Panmnesia, working with Meta, proposed an AI data centre architecture based on Compute Express Link (CXL). The structure links CPUs, AI accelerators and memory and extends that connectivity across an entire data centre. The team said it could connect up to 960 accelerators in one domain, about 13 times a current NVLink-based rack, and reduce data-movement latency from microseconds to hundreds of nanoseconds.
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AI & Enterprise
Nvidia to invest $3.5 billion in MediaTek, reshaping AI chip market
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Industry
Nvidia unveils NVHBM to design HBM controller in-house
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AI & Enterprise
Nvidia begins mass production of Groq 3 LPX for AI agents
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AI & Enterprise
Jensen Huang says AI has moved from generative AI to agent AI
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AI & Enterprise
Nvidia declares entry into PC market, unveils ARM-based N1X chip
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AI & Enterprise
Cerebras compresses 163 seconds into 5 seconds, says GPU era is over
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Industry
GPU standalone era may end as integrated design determines AI chip performance
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Industry
Nvidia steps up push into South Korea\'s AI ecosystem with CUDA-style lock-in strategy
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AI & Enterprise
Microsoft AI chief says AI limits still far off, computing power to jump 1,000-fold by 2028
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AI & Enterprise
Nvidia quietly emerges as big player in AI networking, surpasses Cisco revenue
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Industry
Nvidia posts $68.13 billion in fourth-quarter revenue, a record
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People
Jung Myeongsoo of Panacea wins January Korea science and technology award
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Industry
Nvidia unveils next-generation AI platform Rubin