GPU


2024-05-20

[News] CoWoS Production Capacity Reportedly Falls Short of GPU Demand

The world's four major CSPs (Cloud Service Providers) – Microsoft, Google, Amazon, and META – are continuously expanding their AI infrastructure, with their combined capital expenditures projected to reach USD 170 billion this year. According to the industry sources cited in a report from Commer...

2024-05-09

[News] Rising Chinese GPU Contender Emerges? Achieving Local GPU Production in Three Years, Claims “Outperforming AMD”

The latest challenger has emerged in the battle for dominance in China's GPU and graphics card market. China's LinJoWing has unveiled its self-developed second-generation graphics processing chip, the GP201, reportedly boasting performance metrics surpassing that of AMD's E8860 embedded graphics ca...

2024-04-22

[News] Japan’s Sakura AI GPU Procurement Reportedly Increases Fivefold, Including Purchase of NVIDIA B200

Japanese digital infrastructure service provider Sakura Internet, backed by government subsidies, is enhancing its cloud services for generative AI. According to a report from MoneyDJ, Sakura Internet's procurement of GPUs is set to increase fivefold from the initial plan, with purchases including N...

2024-04-19

[News] Microsoft Reportedly Stockpiling AI Chips to Boost Hardware Capability

According to sources cited by the American news outlet Business Insider, Microsoft plans to double its inventory of GPUs to 1.8 million, primarily sourced from NVIDIA. Having more chips on hand will enable Microsoft to launch AI products that are more efficient, faster, and more cost-effective. T...

2024-04-10

[News] Dell Taiwan Highlights Significant Improvement in GPU Supply Times

The GPU shortage issue has reportedly been alleviated. Per a report from Economic Daily News, it has led to a significant improvement in delivery times for major server brands like Dell. Delivery times have decreased from 40 weeks at the end of last year to a normal cycle of 8-12 weeks now, and som...

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