– Microsoft OpenAI $100B Stargate supercomputer
– Eviden winning deals, growing and hiring
– Alibaba RISC-V datacenter chip
– Linear Pluggable Optics Multi-Source Agreement, LPO-MSA
– Nvidia banning CUDA translation software like ZLUDA

– Nvidia GTC24
– Intel fab and US CHIPS Act
– Who isn’t in the Ultra Ethernet Consortium?
– Samsung HBM-or-GPU blend

– European AI Act
– 5nm Cerebras Wafer Scale Engine 3
– A faster matrix-multiply algorithm?
– Meta’s GenAI Infrastructure

– IndiaAI Mission, including a 10,000-GPU supercomputer
– Countries court chip manufacturers for local fabs
– AI value-chain consolidation from fabs to apps to clouds
– Atos spinout of Eviden caught in financial complexity

– GPU Shortage, HPE, Dell Financial Results
– GPU allocation: CSP, On-prem, AI PCs, Embedded AI
– Chip Capacity, Intel Fabs in Germany, Japan Advanced Semiconductor Manufacturing
– Singapore AI program, Mid-career Training
– AI business justification, AI talent shortage

– Intel Foundry Event, “Systems Foundry” Era
– Nvidia Earnings,Valuation, AI Learning vs AI Inference, In-Memory Computing for AI
– HPC in Space, Data Centers on the Moon
– ISC-24 Conference

– Honda taps Cadence Design System digital twin supercomputer for CFD, air taxi R&D
– Chip news: Nvidia, TSMC, SKHynix, IBM AIU, OpenAI
– Kathy Yelick to Deliver ISC 2024 Keynote on Post-Exascale Computing
– Google settles with Singular Computing over claims of stolen AI chip tech