DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors, Apple
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Intel in talks with Apple about potential investment – report
Struggling chipmaker has already secured backing from SoftBank and Nvidia in effort to reverse its fortunes
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Intel ex-CEO states 10-point plan to save the firm - report
Craig Barrett gives piece of his mind on saving embattled chipmaker
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Apple to invest $600bn under its American Manufacturing Program to support US production and secure domestic chip supply chain
Company expanding partnerships with Apple suppliers including Amkor, GlobalFoundries, and TSMC
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Apple to use rare earth magnets from DoD-backed MP Materials in $500m deal
Pentagon took a 15 percent stake in the business this month
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GlobalFoundries pledges $16bn investment to reshore chip manufacturing at New York and Vermont fabs
Company says it will collaborate with Apple, AMD, and Qualcomm, amongst others
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Apple to spend $1bn on Nvidia GB300 NVL72 systems - report
Equates to approximately 250 servers
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Apple plans new AI server factory as part of $500bn US manufacturing push
Will also expand existing data centers
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Alibaba, Apple, and Synopsys become latest members of UALink Consortium
Consortium now has more than 65 members
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Apple working with Broadcom to develop AI-specific server chip - report
Codenamed Baltra, the chips are expected to be mass-produced by 2026
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Apple uses Amazon's Graviton and Inferentia chips, also explores Trainium2
Apple's Benoit Dupin went on stage at AWS Re:Invent 2024
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Apple wants Foxconn to manufacture its AI servers; plans to use M4 chips in Apple Intelligence servers from next year
Company’s lack of data center server design experience could cause issues
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Nvidia briefly becomes world's most valuable company
From GPU king to market king
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Cray-1 supercomputer from Microsoft co-founder Paul Allen's collection to be auctioned off
Collection includes supercomputers, mainframes, microcomputers, and personal computers, with some hardware dating back to the 1950s
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Apple to use Google's TPUs for AI instead of Nvidia GPUs
Apple Intelligence rolls out beta test this week
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Shares in Nvidia dropped 15 percent in two weeks; Alphabet, Microsoft, and Apple also fall
Industry experts cite concerns around AI revenue
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Apple announces Private Cloud Compute for AI processing
New solution comprised of custom built silicon and new operating system
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Apple working with TSMC to develop AI data center chips
Unclear if efforts will ever see the light of day
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Nvidia Omniverse comes to Apple Vision Pro, streamed from data centers
Spatial computing meets accelerated computing
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Apple is spending millions of dollars per day on generative AI training compute budget
Believes its internal systems are more advanced than GPT-3.5
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Amazon, Intel, Apple, Nvidia, Alphabet, and Samsung in talks to invest in Arm's $60 billion IPO
Big tech looks to keep the chip designer neutral
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Apple announces rack-mountable Mac Pro with Apple silicon
So you can have the prettiest data center in the land
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TSMC boosts Arizona chip fab investment to $40bn, as President Biden, Jensen Huang, & Tim Cook visit site
But Taiwan will still produce the vast majority of chips
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Amazon, Apple, Google, and Microsoft used gold from alleged illegal Brazilian mines
But the companies bought the mine from a legal intermediary
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Chinese-backed Nexperia's takeover of Newport Wafer Fab cost UK chip site Apple supply contract
Was set to develop Rockley Photonics products, bringing hundreds of temporary jobs
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Amazon Web Services EC2 M1 Mac Instances enter general availability
Apple Cloud, brought to you by Amazon
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Chip makers, big tech, and cloud companies launch Semiconductors in America Coalition to lobby government
Primarily focused on getting funding for the CHIPS Act
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Qualcomm to acquire Arm server CPU startup Nuvia for $1.4bn
Founded by Apple execs, one of which is currently being sued by Apple
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Qualcomm posts postive earnings, plans investment in data centers and Edge
Qualcomm previously scaled back its data center division drastically