ArchGen Labs | Building skyscrapers for semiconductor chips (opens ycombinator.com)
AI-powered chip design tools for the next generation of 3D semiconductors.
Context: Lisa Su called it AMD's largest and most profitable quarter, and the company forecasts another record of $17 billion next quarter.
From CNBC: AMD reports Q3 revenue up 45% YoY to $13.38B, vs. $13.09B est., Data Center revenue up 97% to $8.5B, forecasts Q4 revenue above est.; AMD jumps 7%+ after hours — Advanced Micro Devices reported third-quarter earnings on Tuesday that beat Wall Street's expectations, with revenue jump 45% …
AI-powered chip design tools for the next generation of 3D semiconductors.
Google LLC today introduced two new specialized silicon chips for artificial intelligence to its eighth-generation Tensor Processing Unit architecture family, aimed at higher compute density and secure inference.
Nvidia's board says it is launching an independent investigation into whether CEO Jensen Huang was targeted by a foreign spy plot, after Huang admitted an affair in a memo to staff.
Filing: Google spent roughly $548M to buy around 3M shares of Qualcomm, which is pushing into serving the AI data center market — Google's investment arm Google Ventures has acquired nearly 3 million shares of the chip maker Qualcomm, as a result of Qualcomm's purchase of chip software startup…
Tech stocks fell the most since 2020 as investors exited the AI trade after the election.
When talking about local inference, Sam Altman says supply-constrained DRAM is better used in data centers than sitting in PCs and “being used 5% of the time” — With data centers full of RAM, your PC is apparently the problem. … OpenAI CEO Sam Altman has data centers full of memory …