The world of technology has been buzzing with important developments this past week. From potential policy changes affecting Nvidia Corp. NVDA and Apple Inc. AAPL The landscape is changing rapidly as suppliers join Japan’s leap into the AI industrial revolution. Here is a brief summary of the top articles.
Nvidia and Apple suppliers prepare for policy change
Major suppliers of Nvidia and Apple (such as Hon Hai Precision Industry Co. Ltd.) HNPFFoxconn, also known as Pegatron Corp. PGTRFand Quanta Computer Cookfuis bracing for a potential surge in U.S. investment amid a possible shift in trade policy under President Donald Trump’s possible second term.
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Nvidia and SoftBank’s AI supercomputer in Japan
Nvidia and SoftBank Group in a significant move to become a global AI powerhouse SFTBF Announcing a partnership to build Japan’s most powerful AI supercomputer. The collaboration, announced at Nvidia AI Summit Japan, leverages Nvidia’s advanced Blackwell platform.
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AMD cuts staff amid AI chip development shift
Advanced Micro Devices Co., Ltd. AMD The company has reportedly decided to lay off about 1,000 employees, representing 4% of its global workforce. The move is part of AMD’s strategic shift towards developing AI chips to compete with Nvidia in the data center chip market.
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Nvidia’s Blackwell chip revenue forecast
Ahead of Nvidia’s third-quarter earnings release next week, Morgan Stanley analyst Joseph Moore previewed the company’s outlook. Despite supply constraints on new products, Moore predicts that Blackwell’s chips alone will generate billions of dollars in revenue in the January quarter, with a more accurate number being $5 billion to $6 billion. .
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Founder Andreessen Horowitz talks about the stagnation of AI capabilities
The founders of venture capital firm Andreessen Horowitz say artificial intelligence capabilities have reached a plateau, citing a lack of data and limited computing power as the main barriers. This observation is consistent with a recent statement by Ilya Sutskever, co-founder of OpenAI and Safe Superintelligence (SSI). He admits that the results of traditional AI scaling approaches have plateaued.
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