GPUs

GPUs are specialized microprocessors used to train and run artificial intelligence models efficiently. Truncated covers hardware supply chains, production capacities, allocation strategies and industry demand.

Today · Wed 11 Nov

Yesterday · Tue 10 Nov

NVIDIA CEO Huang's Troubles Send Shockwaves Across AI Chip Supply Chains As Chatter Starts About Firm Losing Dominance To Custom ASIC AI Chips

AI-generated summary NVIDIA is facing supply chain concerns and potential order slowdowns following troubles involving CEO Jensen Huang and China-related chip sales. Supply chain sources believe that competitors like AMD and custom ASIC developers such as MediaTek and Broadcom could benefit from freed production capacity.

The CIO dilemma: Scaling production AI without breaking the power grid

AI-generated summary HPE and AMD are partnering to provide enterprise infrastructure that combines AMD EPYC processors, AMD Instinct GPUs, and HPE Cray architectures to scale artificial intelligence and high-performance computing workloads. To address power consumption and data center scalability, AMD EPYC CPUs and HPE thermal management technologies aim to improve energy efficiency while integrating hardware-based security features.

Going deep on local AI performance benchmarking with Apple’s Mac Studio with M5 Ultra taking on Nvidia DGX Spark — inference engine recipes mandatory for bigger models as MLX stack matures

AI-generated summary Apple’s updated Mac Studio with the M5 Ultra SoC features an 80-core GPU and options for up to 512GB of unified memory for local artificial intelligence tasks. In testing against Nvidia DGX Spark and Dell Pro Precision GB10 systems, the Mac Studio was evaluated using models such as Qwen 3.8 27B, GLM-5.3 Flash, and DeepSeek V4.1 Flash 1017.