Latest news with #non-NVIDIA
Time of India
8 hours ago
- Business
- Time of India
Google may be helping ChatGPT-maker OpenAI to reduce its dependency on Nvidia for AI chips
Representative Image OpenAI has started using Google 's artificial intelligence chips to power its ChatGPT and other products, a report claims. A report by the news agency Reuters cited a source familiar with the development who informed about this move, which suggests that the Microsoft-backed AI startup wants to bring diversification in its chip suppliers beyond Nvidia . The ChatGPT maker is recognised as one of the largest purchasers of Nvidia's graphics processing units (GPUs). OpenAI uses these AI chips for both model training and inference computing, which involves an AI model applying its knowledge to new information for predictions or decisions. Earlier this month, Reuters reported that OpenAI intended to add Google's Cloud service to meet its increasing demand for computing capacity. This collaboration represents a notable partnership between two prominent competitors within the AI sector. What does this move by OpenAI mean for Google As per the Reuters report, Google may have agreed to this OpenAI deal as it seems to expand external access to its proprietary tensor processing units (TPUs), which were previously used mostly for internal operations. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Free P2,000 GCash eGift UnionBank Credit Card Apply Now Undo This shift has attracted clients such as Apple, along with startups like Anthropic and Safe Superintelligence, both founded by former OpenAI executives and seen as competitors to ChatGPT, the report adds. OpenAI's decision to lease Google's TPUs marks its first significant use of non-NVIDIA chips and reflects a move away from depending entirely on Microsoft's data centres, its main backer, the report adds. According to The Information, which first reported this move, claims that this development could position TPUs as a more cost-effective alternative to Nvidia's GPUs. The report also noted that OpenAI is using the TPUs via Google Cloud to help reduce inference costs. However, Google, which is a rival in the AI space, is not offering its most advanced TPU models to OpenAI, a Google Cloud employee told The Information. Adding OpenAI as a customer underscores how Google is leveraging its AI ecosystem, starting from hardware to software, to expand its cloud business. Both companies are yet to make official announcements about this reported deal.
Yahoo
23-05-2025
- Business
- Yahoo
Nvidia Announces New NVLink Fusion Program
On May 19, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang announced the new "NVLink Fusion" program, which allows partners and customers to use non-NVIDIA graphics processing units and central processing units with the company's products and its NVLink. The announcement bolsters NVIDIA's (NASDAQ:NVDA) position in the AI market, as until now, NVLink was limited to chips made by the company. NVIDIA Corporation's (NASDAQ:NVDA) NVLink connects and exchanges data between its CPUs and GPUs. Huang announced at the Computex 2025 in Taiwan, the biggest electronics conference in Asia, that: "NV link fusion is so that you can build semi-custom AI infrastructure, not just semi-custom any case, you have the benefit of using the NV link infrastructure and the NV link ecosystem." The NVLink Fusion allows AI infrastructure to integrate Nvidia processors with various CPUs and ASICs (application-specific integrated circuits). Under the program, customers like Qualcomm Technologies and Fujitsu would also be able to connect Nvidia's GPUs in AI data centers with their own third-party CPUs. NVIDIA Corporation (NASDAQ:NVDA) announced the same day that the AI chipmaking partners for the new technology include Marvell, MediaTek, Astera Labs, Alchip, Synopsys, and Cadence. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. Sign in to access your portfolio
Yahoo
22-05-2025
- Business
- Yahoo
Nvidia Announces New NVLink Fusion Program
On May 19, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang announced the new "NVLink Fusion" program, which allows partners and customers to use non-NVIDIA graphics processing units and central processing units with the company's products and its NVLink. The announcement bolsters NVIDIA's (NASDAQ:NVDA) position in the AI market, as until now, NVLink was limited to chips made by the company. NVIDIA Corporation's (NASDAQ:NVDA) NVLink connects and exchanges data between its CPUs and GPUs. Huang announced at the Computex 2025 in Taiwan, the biggest electronics conference in Asia, that: "NV link fusion is so that you can build semi-custom AI infrastructure, not just semi-custom any case, you have the benefit of using the NV link infrastructure and the NV link ecosystem." The NVLink Fusion allows AI infrastructure to integrate Nvidia processors with various CPUs and ASICs (application-specific integrated circuits). Under the program, customers like Qualcomm Technologies and Fujitsu would also be able to connect Nvidia's GPUs in AI data centers with their own third-party CPUs. NVIDIA Corporation (NASDAQ:NVDA) announced the same day that the AI chipmaking partners for the new technology include Marvell, MediaTek, Astera Labs, Alchip, Synopsys, and Cadence. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. 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
Yahoo
20-05-2025
- Business
- Yahoo
Morgan Stanley Maintains Overweight Rating on NVIDIA Corporation (NVDA), Highlights Latest Developments
On Monday, May 19, Morgan Stanley maintained its Overweight rating on NVIDIA Corporation (NASDAQ:NVDA) with a price target of $160. The firm's analysts highlighted the company's recent announcements, including the new NVlink Fusion interconnect technology, which enables integration with custom ASICs and non-NVIDIA CPUs, including those from Qualcomm and Fujitsu. The firm's analysts noted that further analysis is needed to better understand how this can affect customer choices and competition, especially compared to the upcoming UAlink technology. A close-up of a colorful high-end graphics card being plugged in to a gaming computer. NVIDIA Corporation (NASDAQ:NVDA) also unveiled RTX PRO servers designed for the enterprise AI inference market. These servers feature NVIDIA networking technologies and up to 8 Blackwell RTX Pro Graphics 6000 cards. The company aims to expand its enterprise solutions and the RTX PRO servers will support the company's AI enterprise software platform. NVIDIA Corporation (NASDAQ:NVDA) upgraded its robotics foundation model, Isaac GR00T, by adding a new synthetic data generation framework called Isaac GR00T-Dreams. This update will improve training for humanoid robots. The company is also close to launching its first personal workstation computers. The DGX Spark is expected to launch in July and the DGX Station will launch later this year. The company is also making strategic moves to strengthen its global presence and announced a partnership with Foxconn and the Taiwan government to build a supercomputer with 10,000 Blackwell GPUs. Taiwan Semiconductor Manufacturing Company is expected to be the main customer for this project. Furthermore, NVIDIA Corporation (NASDAQ:NVDA) is planning to open a new office in Taiwan. The firm's analysis noted some challenges for NVIDIA Corporation (NASDAQ:NVDA), including a revenue headwind of over $5 billion because of the US Commerce Department banning H20 sales in China and the early-year issues with the GB200. However, Morgan Stanley expects the company to address these problems over time and expects a strong second half of the year for NVIDIA Corporation (NASDAQ:NVDA). While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has a 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: 11 Stocks That Will Bounce Back According To Analysts and 11 Best Stocks Under $15 to Buy According to Hedge Funds. Disclosure: None. Sign in to access your portfolio
Yahoo
20-05-2025
- Business
- Yahoo
Morgan Stanley Maintains Overweight Rating on NVIDIA Corporation (NVDA), Highlights Latest Developments
On Monday, May 19, Morgan Stanley maintained its Overweight rating on NVIDIA Corporation (NASDAQ:NVDA) with a price target of $160. The firm's analysts highlighted the company's recent announcements, including the new NVlink Fusion interconnect technology, which enables integration with custom ASICs and non-NVIDIA CPUs, including those from Qualcomm and Fujitsu. The firm's analysts noted that further analysis is needed to better understand how this can affect customer choices and competition, especially compared to the upcoming UAlink technology. A close-up of a colorful high-end graphics card being plugged in to a gaming computer. NVIDIA Corporation (NASDAQ:NVDA) also unveiled RTX PRO servers designed for the enterprise AI inference market. These servers feature NVIDIA networking technologies and up to 8 Blackwell RTX Pro Graphics 6000 cards. The company aims to expand its enterprise solutions and the RTX PRO servers will support the company's AI enterprise software platform. NVIDIA Corporation (NASDAQ:NVDA) upgraded its robotics foundation model, Isaac GR00T, by adding a new synthetic data generation framework called Isaac GR00T-Dreams. This update will improve training for humanoid robots. The company is also close to launching its first personal workstation computers. The DGX Spark is expected to launch in July and the DGX Station will launch later this year. The company is also making strategic moves to strengthen its global presence and announced a partnership with Foxconn and the Taiwan government to build a supercomputer with 10,000 Blackwell GPUs. Taiwan Semiconductor Manufacturing Company is expected to be the main customer for this project. Furthermore, NVIDIA Corporation (NASDAQ:NVDA) is planning to open a new office in Taiwan. The firm's analysis noted some challenges for NVIDIA Corporation (NASDAQ:NVDA), including a revenue headwind of over $5 billion because of the US Commerce Department banning H20 sales in China and the early-year issues with the GB200. However, Morgan Stanley expects the company to address these problems over time and expects a strong second half of the year for NVIDIA Corporation (NASDAQ:NVDA). While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has a 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: 11 Stocks That Will Bounce Back According To Analysts and 11 Best Stocks Under $15 to Buy According to Hedge Funds. Disclosure: None. 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
