The world's largest chipmaker TSMC is about to be tested as it uses more and more power

Tech Insider
Outside of a TSMC microchip fabrication plant in Taichung, Taiwan. September 13th, 2023.
Outside of a TSMC microchip fabrication plant in Taichung, Taiwan. September 13th, 2023.

An Rong Xu/The Washington Post via Getty Images

Hurricane Helene's devastation has shut down a one-of-a-kind mine for AI chips

Tech Insider : Economy
Hurricane Helene
Hurricane Helene has caused widespread devastation since it made landfall in the US last week.

Melissa Sue Gerrits/Getty Images

This chart shows one potential advantage AWS's AI chips have over Microsoft and Google

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An Amazon Web Services conference with the AWS logo displayed in the center.

Noah Berger/Getty Images

Nvidia might actually lose in this key part of the AI chip business

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Jensen Huang wih Nvidia hardware

Justin Sullivan/Getty

  • Inference made up 40% of Nvidia's $26.3 billion Q2 data center revenue.
  • Inference computing demand will increase as AI matures.
  • Companies like Groq and Cerebras are launching inference chips to compete with Nvidia.

In AI hardware circles almost everyone is talking about inference.

A former Nvidia researcher who left the chip giant for academia shares why AI models should be open source and free for all

Tech Insider
Caltech professor Anima Anandkumar
Anima Anandkumar is the Bren professor at Caltech and previously served as the senior director of machine learning research at Nvidia.

Casey Rodgers

Nvidia CEO Jensen Huang says the payback on AI spending is coming from these 3 places

Tech Insider
Jensen Huang smiling whilst wearing a navy blue suit, light blue shirt and dark blue tie
Jensen Huang said demand will continue to be stronger than its supply provides

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US sanctions have tanked Russian semi-chip imports from China and Hong Kong, new data shows

Tech Insider : Economy
Xi, Putin
Russian President Vladimir Putin and Chinese President Xi Jinping enter the hall for Russian-Chinese talks on May 16, 2024 in Beijing, China. Russian President Putin is on a two-day visit to China.

Contributor via Getty Images

Trump's stance on Taiwan could potentially be devastating for the US economy

Tech Insider : Politics, Economy
Trump
Former President Donald Trump in a recent Bloomberg Businessweek interview called for Taiwan to pay the US for its defense.

Scott Olson/Getty Images

Chip giant TSMC crosses $1 trillion market cap, riding on the back of Nvidia's gains

Tech Insider
Visitors taking photofs at a TSMC booth at the 2024 World Semiconductor Congress in Nanjing, China.
TSMC's stock is benefiting from the wave in artificial intelligence.

CFOTO/Future Publishing/Getty Images

The world's top chipmakers can flip a 'kill switch' should China invade Taiwan, Bloomberg reports

Tech Insider : Politics, Politics
ASML Holding logo is seen at company's headquarters in Eindhoven, Netherlands, Januari 23, 2019. REUTERS/Eva Plevier
ASML Holding logo is seen at company's headquarters in Eindhoven

Reuters

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