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Nvidia enterprise GPU and CPU roadmaps: Rubin, Rubin Ultra, Feynman, and silicon photonics
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Tom's Hardware
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Industry's first TSMC COUPE-based optical connectivity solution for next-gen AI chips displayed — Alchip and Ayar Labs show future silicon photonics device
Alchip and Ayar Labs showcased a TSMC COUPE-based optical connectivity solution at TSMC's European OIP forum, designed for next-gen AI accelerators. This solution integrates Ayar's silicon-photonics TeraPHY IC with Alchip's electrical interface die and detachable fiber connector, offering up to 100 Tb/s of bandwidth per accelerator. The system targets hardware developers seeking optical connectivity without the need to build their own optical subsystem. The three-chiplet co-packaged optical I/O subsystem includes a protocol-converter chiplet, EIC, and TeraPHY PIC, enabling high-speed optical modulation and detection. This production-ready solution allows smaller chip designers to incorporate optical connectivity affordably and efficiently.
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Qualcomm scores big win over Arm in contentious lawsuit — U.S. court rejects Arm’s lawsuit, confirms Qualcomm’s can use Oryon cores acquired via Nuvia
Qualcomm and Nuvia have emerged victorious in a legal battle against Arm Holdings, with a U.S. court ruling in their favor regarding the use of Oryon cores acquired via Nuvia for Snapdragon X processors. The court dismissed Arm's claim of license agreement violations and rejected a request for a new trial. Qualcomm maintained that its Architecture License Agreement with Arm covered designs from its subsidiaries like Nuvia. The dispute revolved around Qualcomm's use of Oryon cores based on Arm's v8 architecture. A separate lawsuit against Arm is still ongoing, focusing on breach of contract and hindering innovation.
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MIT Technology Review
Designing CPUs for next-generation supercomputing
Despite the hype around GPU-powered AI breakthroughs, CPUs remain crucial for high-performance computing, supporting the majority of scientific, engineering, and research workloads. Recent innovations in CPU technology, such as high-bandwidth memory (HBM), are leading to significant performance improvements without the need for costly architectural changes. Evan Burness from Microsoft Azure estimates that CPUs still handle 80% to 90% of HPC simulation jobs. This resurgence in CPU development is highlighted in a new report by MIT Technology Review's custom content arm, emphasizing the ongoing importance of CPUs in next-generation supercomputing.
MIT Technology Review•
Intel aims at AMD's Threadripper with its new Granite Rapids-WS CPU — chip armed with core count approaching the flagship AMD Threadripper 9995WX, boasts a 4.8GHz boost clock
Intel is preparing to launch the Granite Rapids-WS CPU to rival AMD's Threadripper series, featuring 86 cores, 172 threads, and a 4.8GHz boost clock. This chip, based on the Granite Rapids architecture, could potentially outpace AMD's 96-core Threadripper 9995WX. The Granite Rapids lineup may scale up to 128 cores, with the 86-core variant potentially reducing manufacturing costs for Intel. This new CPU marks Intel's first serious attempt in years to compete with AMD in the high-end desktop and workstation market.
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