Latest news with #Processing
Hans India
19 hours ago
- Business
- Hans India
OpenAI Taps Google's AI Chips in Strategic Shift Away from Nvidia Dependency
In a significant move within the AI landscape, OpenAI, the Microsoft-backed creator of ChatGPT, has reportedly begun utilizing Google's artificial intelligence chips. According to a recent report by Reuters, this development points to OpenAI's efforts to diversify its chip suppliers and reduce its dependency on Nvidia, which currently dominates the AI hardware market. OpenAI has historically been one of the largest buyers of Nvidia's graphics processing units (GPUs), using them extensively for both training its AI models and performing inference tasks — where the model applies learned data to generate outputs. However, as demand for computing power surges, OpenAI is now exploring alternatives. The Reuters report, citing a source familiar with the matter, claims that OpenAI has started using Google's Tensor Processing Units (TPUs), marking a notable shift not only in its hardware strategy but also in its reliance on cloud services. Earlier this month, Reuters had already suggested that OpenAI was planning to leverage Google Cloud to help meet its growing computational needs. What makes this collaboration remarkable is the competitive context. Google and OpenAI are direct rivals in the AI field, both vying for leadership in generative AI and large language model development. Yet, this partnership demonstrates how shared interests in infrastructure efficiency and cost management can bridge even the most competitive divides. According to The Information, this is OpenAI's first major deployment of non-Nvidia chips, indicating a deliberate effort to explore alternative computing platforms. By leasing Google's TPUs through Google Cloud, OpenAI is reportedly looking to reduce inference costs — a crucial factor as AI services like ChatGPT continue to scale. The move is also part of a broader trend at Google. Historically, the tech giant has reserved its proprietary TPUs mainly for internal projects. However, it appears Google is now actively expanding external access to these chips in a bid to grow its cloud business. This strategy has reportedly attracted several high-profile clients, including Apple and AI startups like Anthropic and Safe Superintelligence — both founded by former OpenAI employees and seen as emerging competitors. A Google Cloud employee told The Information that OpenAI is not being offered Google's latest-generation TPUs, suggesting the company is balancing business expansion with competitive caution. Still, the fact that OpenAI is now a customer illustrates Google's ambition to grow its end-to-end AI ecosystem — from hardware and software to cloud services — even if that means partnering with direct rivals. Neither Google nor OpenAI has issued official statements confirming the deal. Yet, the development signals an evolving AI infrastructure market where flexibility, cost-efficiency, and compute availability are becoming more strategic than ever. As the race to power the future of AI intensifies, such cross-competitive collaborations could become more commonplace — redefining how major players navigate both cooperation and competition in the era of intelligent computing.
Hans India
20 hours ago
- Business
- Hans India
Microsoft's AI Chip ‘Braga' Delayed to 2026, Expected to Trail Nvidia's Blackwell: Report
Microsoft's ambitious plans to mass-produce its next-generation AI chip, code-named Braga, have reportedly hit a significant delay, with production now expected in 2026 instead of this year. This development, as reported by The Information on Friday, has been attributed to unexpected design revisions, staffing issues, and a high rate of employee turnover within the project team. Initially slated to power Microsoft's data centers by the end of 2025, the Braga chip is the successor to the Maia AI chip, which was introduced in November 2023. According to the report citing three individuals directly involved in the project, the Braga chip is not only delayed but is also expected to significantly underperform when compared to Nvidia's Blackwell chip, which launched in late 2024 and is currently leading the market in AI chip performance. The delay marks a setback in Microsoft's broader strategy to reduce its dependency on Nvidia's GPUs—currently the dominant force in AI hardware—and establish itself as a serious contender in the custom chip space. Microsoft has not issued an official comment in response to the report, as noted by Reuters. The push for custom chips has become a defining trend among major cloud providers. Like its tech rivals Amazon and Alphabet (Google), Microsoft has invested heavily in in-house silicon to support the exponential growth in demand for AI computing. These custom processors are not only crucial for boosting performance but also for managing rising operational costs in AI workloads. Despite introducing the Maia chip in late 2023, Microsoft has struggled to scale production in line with competitors. Google's Tensor Processing Units (TPUs), for example, have been pivotal in powering many of its AI services. The search giant recently launched its seventh-generation TPU in April 2025, with notable performance upgrades designed to accelerate large-scale AI applications. Meanwhile, Amazon continues to make strides with its Trainium chip line. In December 2024, the company unveiled Trainium3, its next-gen AI processor, scheduled for release later this year, promising improved training speeds and energy efficiency. Microsoft's delay could give both Amazon and Google further time to cement their positions in the AI chip arena. Moreover, the setback may compel Microsoft to lean more on third-party chipmakers like Nvidia and possibly consider interim solutions to meet its data center demands. In a related development, OpenAI—the AI research lab heavily backed by Microsoft—was recently reported to be testing Google's AI chips to power some of its products. This move hints at the broader industry reality: even AI leaders may be forced to look beyond their preferred partnerships when custom solutions lag in readiness. As the race for AI supremacy intensifies, delays like Braga's could have far-reaching consequences—not just for Microsoft, but for the entire ecosystem of AI infrastructure.
Yahoo
a day ago
- Yahoo
Launch PS5s Overheating Due to Design Flaw, Says Game Dev
It seems s are continuing to suffer from a liquid metal issue that kills the console after a few years. This is especially true of launch consoles and for consoles that are set up vertically. On a recent episode of the Moore Law Is Dead Broken Silicon podcast, Matthew Cassells, Alderon Games founder, discusses the previously reported PS5 liquid metal issue. Specifically, he found that when the console is placed vertically, the liquid metal that is set between the processor and heatsink that is used for cooling might leak down. In turn, this can cause dry spots on the Accelerated Processing Unit (APU), and cause overheating. Cassells looked into the issue when Alderon Games began getting feedback from its community for its MMO Path of Titans, where players reported the console would unexpectedly shut down while playing the game. He found that more demanding games had a higher chance of causing the issue. This has been an ongoing issue for years now. Back in 2023, repair shops started shedding some light on the console's liquid metal issue. Then, at the tail end of 2024, it seemed Sony potentially fixed the issue by adding ridges to the heatsink block to help keep the liquid metal evenly distributed. This was confirmed in Sony's own teardown video for the PS5 Pro where they mentioned adding grooves to where the liquid metal is applied. Although this may not be an issue for every single PS5 owner, it seems the potential is there, especially for those who have owned the console since its launch in 2020. Anyone worried this issue might occur with their console should probably just set it horizontally if they have the means. Let us know your thoughts about the PS5's liquid metal issue in the comments below. The post Launch PS5s Overheating Due to Design Flaw, Says Game Dev appeared first on PlayStation LifeStyle.
NDTV
2 days ago
- Business
- NDTV
WhatsApp's New AI Feature Summarises Chats. Here's How It Works
WhatsApp has introduced a new feature that uses artificial intelligence (AI) to summarise unread personal chats. The Meta-owned platform says the feature will help users when they are on the run or when too many chats may have piled up. By simply tapping the unread messages button in the chat, Meta AI will generate a bulleted summary of what a user may have missed. The feature is currently being rolled out in the US with plans to launch in more countries and languages later this year. "We're excited to introduce Message Summaries, a new option that uses Meta AI to privately and quickly summarise unread messages in a chat, so you can get an idea of what is happening, before reading the details in your unread messages," WhatsApp said in its official release. How does it work? Using Private Processing Technology, Meta AI is able to generate a response. Meta or WhatsApp do not see a user's messages or the private summaries. Since the message summary feature is optional, it is off by default. The user can choose whether or not to use them. Additionally, the Advanced Chat Privacy feature can be used to select which chats can be shared for AI features. Over the last year, Meta has introduced several AI-enabled features in WhatsApp, including directly using Meta AI to ask questions in a chat, along with a feature that produces images in real time. What is Private Processing Technology? The Private Processing Technology is a confidential computing infrastructure, built to make it possible for people to direct AI to process their requests, such as summarising unread WhatsApp threads or getting writing suggestions. As per Meta, Private Processing creates a "secure cloud environment where AI models can analyse and process data without exposing it to unauthorised parties". WhatsApp getting ads Earlier this month, WhatsApp announced that it was rolling out advertisements inside the Updates tab of the app. Akin to Instagram, where users see ads after a few stories, WhatsApp users will be served ads in a similar fashion. The company will be using user data such as country/city, language and the channels they are following to push the ads. Apart from placing ads in status stories, WhatsApp will also be earning through Channel subscriptions and Channel promotion. The company said these subscription payments will be facilitated by app stores.
Yahoo
2 days ago
- Business
- Yahoo
Microsoft Just Launched Its New Mu Language Model. Should You Buy MSFT Stock Here?
Microsoft (MSFT) reiterated its leadership in artificial intelligence with the introduction of a brand-new 'Mu' small language model, an accelerated local model to run on Neural Processing Units (NPUs) on Copilot+ PCs. Introduced as part of a broader edge AI capability initiative, the solution seems to provide low-latency AI features. Wall Street is paying attention, with the stock moving to new all-time highs on June 25 as the software giant continues to convert AI innovation into tangible business victories. In context, the Mu model isn't another AI product launch but a sign of the accelerating hardware-software collaboration within custom silicon, Windows, and Azure ecosystems. With good tailwinds from Office 365 and cloud services, Microsoft has become the de facto AI platform company. Broadcom Just Got a New Street-High Price Target. Should You Buy AVGO Stock Here? Is United Health Stock a Buy, Hold or Sell for July 2025? This New ETF Promises to Help You Invest Like Warren Buffett and Yields 15% Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Microsoft (MSFT) is a technology leader, headquartered in Redmond, Washington, which sells software, cloud computing, enterprise services, and AI infrastructure. With a market capitalization of more than $3.6 trillion, institutional investors continue to keep Microsoft as a cornerstone holding due to its diversified business and stable cash flow. MSFT stock has gained nearly 9% over the past 12 months, including a 16% rally year-to-date. Shares recently hit an all-time high of $494.56, bolstered by AI-driven tailwinds and sustained revenue growth across its cloud and productivity segments. The stock trades at a forward price-earnings ratio of 36.4x and price-sales ratio of 14.7x, premium multiples. But the valuation itself is a testament to investor confidence in Microsoft's sustainable revenue model, 36% profit margins, and strategic corporate AI participation. With a return on equity of 32.7% and minimal leverage (0.13x debt-equity ratio), Microsoft remains financially robust. For the third quarter of its fiscal 2025, Microsoft announced great results, surpassing Wall Street estimates on all fronts. Revenue came to $70.1 billion, up 13% year-over-year (15% in constant currency), and net income climbed 18% to $25.8 billion. EPS came to $3.46, up 18% as well, led by strength in Microsoft Cloud, up 20% to $42.4 billion. Microsoft stock earns a 'Strong Buy' rating with 46 analysts tracking the stock. They have given 37 'Strong Buy' and five 'Moderate Buy' ratings. Analyst sentiment has remained solidly positive throughout 2025 with the aid of accelerating cloud expansion and new AI product cycles. The consensus price target for Microsoft is $518.98, which implies roughly 6% upside potential from current prices. With the Street-high price target at $626, there could be a possible 28% advance from here over the next 12 months. On the date of publication, Yiannis Zourmpanos did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
