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#WATCH | Semicon India 2025 | Sandeep Kumar, CEO, L&T Semiconductor Technologies, says, "We are building a new security protocol chip. All the chips currently in use in passports, Aadhaar cards, and payment cards are imported. There are high chances of security and data breaches. At L&T, we will... show more

ANI

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ARM CEO Rene Haas says the embedded chip market for physical AI will be bigger than data centers. Today, robots largely use repurposed automotive chips, but these are not designed specifically for robot. There will be tens/hundreds of chips per bot - the market will be gigantic

ARM CEO Rene Haas says the embedded chip market for physical AI will be bigger than data centers. Today, robots largely use repurposed automotive chips, but these are not designed specifically for robot. There will be tens/hundreds of chips per bot - the market will be gigantic

The Humanoid Hub

83,929 görüntüleme • 10 ay önce

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

nextbigfuture

23,809 görüntüleme • 1 yıl önce

Elon: 'The Limiting Factor is Chips Now, Power in a Year' "It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made. Towards the end of this year, the chip output will exceed the ability to turn chips on. Whichever company can scale hardware the fastest will be the leader and XAI will be able to scale hardware the fastest." Source: Cheeky Pint Podcast

Elon: 'The Limiting Factor is Chips Now, Power in a Year' "It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made. Towards the end of this year, the chip output will exceed the ability to turn chips on. Whichever company can scale hardware the fastest will be the leader and XAI will be able to scale hardware the fastest." Source: Cheeky Pint Podcast

Mario Nawfal

2,737,999 görüntüleme • 6 ay önce

#WATCH | Sanand, Gujarat: On the inauguration of CG Semi Outsourced Semiconductor Assembly and Test (OSAT) facility, Union Minister for Electronics & Information Technology, Ashwini Vaishnaw, says, "The chips manufactured at this plant will be used in cars, scooters, and various industrial applications; and—most significantly—chips made in India, at this facility, will be exported to Japan, America, and Europe. Indian technology will earn global acclaim. The efforts of Prime Minister have made this success possible. This was once considered impossible, but it has become a reality thanks to the bold resolve of our leadership—a monumental commitment to establish a semiconductor industry in India, which has now come to fruition..."

#WATCH | Sanand, Gujarat: On the inauguration of CG Semi Outsourced Semiconductor Assembly and Test (OSAT) facility, Union Minister for Electronics & Information Technology, Ashwini Vaishnaw, says, "The chips manufactured at this plant will be used in cars, scooters, and various industrial applications; and—most significantly—chips made in India, at this facility, will be exported to Japan, America, and Europe. Indian technology will earn global acclaim. The efforts of Prime Minister have made this success possible. This was once considered impossible, but it has become a reality thanks to the bold resolve of our leadership—a monumental commitment to establish a semiconductor industry in India, which has now come to fruition..."

ANI

34,377 görüntüleme • 1 ay önce

ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."

ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."

Teddy - PolyBackTest.com

401,245 görüntüleme • 2 ay önce

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

Vivek Sen

1,764,466 görüntüleme • 2 ay önce

🚨 BREAKING: Apple says they will be making 19 billion chips in the United States AND will be only buying rare-earth magnets produced in the USA. Every new iPhone and Apple Watch WORLDWIDE, will be made with Kentucky-made cover glass. Trump is just standing there listening to all of these announcements nodding in approval. 'I did that.' 🤣🔥

🚨 BREAKING: Apple says they will be making 19 billion chips in the United States AND will be only buying rare-earth magnets produced in the USA. Every new iPhone and Apple Watch WORLDWIDE, will be made with Kentucky-made cover glass. Trump is just standing there listening to all of these announcements nodding in approval. 'I did that.' 🤣🔥

Eric Daugherty

10,004,303 görüntüleme • 1 yıl önce

CES Report #2: Asygn claims it has the best computer vision chips for glasses. Uses very little power. I include this because these chips are going to run the vision workloads in glasses of the future. They will demonstrate how glasses can recognize everything in the world in a very privacy-protecting way (data doesn’t leave the chip), while using very little power. I have long heard Meta and Apple are doing similar chips for their devices. Really matters in products coming in 2027 or later.

CES Report #2: Asygn claims it has the best computer vision chips for glasses. Uses very little power. I include this because these chips are going to run the vision workloads in glasses of the future. They will demonstrate how glasses can recognize everything in the world in a very privacy-protecting way (data doesn’t leave the chip), while using very little power. I have long heard Meta and Apple are doing similar chips for their devices. Really matters in products coming in 2027 or later.

Robert Scoble

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Chips are being embedded into your clothing labels The chips are mainly RFID, Radio Frequency Identification, chips being embedded into the labels If you look closely or hold the labels up to light you can clearly see the chip, not all labels have them but many retailers are using them RFID chips are used in many huge retailers in America for - Inventory tracking - Self-checkout, you place items in a bin and the system reads all tags automatically - Anti-theft and security They contain a microchip and antenna but are not “tracking microchips” however I’d still recommend removing them They’ve been out for years but are being used by more and more major retailers so people are staying to notice

Chips are being embedded into your clothing labels The chips are mainly RFID, Radio Frequency Identification, chips being embedded into the labels If you look closely or hold the labels up to light you can clearly see the chip, not all labels have them but many retailers are using them RFID chips are used in many huge retailers in America for - Inventory tracking - Self-checkout, you place items in a bin and the system reads all tags automatically - Anti-theft and security They contain a microchip and antenna but are not “tracking microchips” however I’d still recommend removing them They’ve been out for years but are being used by more and more major retailers so people are staying to notice

Wall Street Apes

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ELON MUSK: "xAI will be the leader, we'll be able to turn on more chips than other people and faster, because we're good at hardware. The current limiting factor that I see in the sort of three to four year time frame is chips. In one day time it's the energy, power production, electricity. It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made, towards the end of this year. xAI will be able to scale hardware the fastest, and therefore most likely will be the leader."

ELON MUSK: "xAI will be the leader, we'll be able to turn on more chips than other people and faster, because we're good at hardware. The current limiting factor that I see in the sort of three to four year time frame is chips. In one day time it's the energy, power production, electricity. It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made, towards the end of this year. xAI will be able to scale hardware the fastest, and therefore most likely will be the leader."

DogeDesigner

52,128 görüntüleme • 6 ay önce

No more dead zones? Elon Musk explains how Starlink satellites and new phone chips will deliver high-bandwidth video streaming wherever you are in the world. And this is all going to happen within the next two years.

No more dead zones? Elon Musk explains how Starlink satellites and new phone chips will deliver high-bandwidth video streaming wherever you are in the world. And this is all going to happen within the next two years.

Ian Miles Cheong

14,209 görüntüleme • 11 ay önce

Zohran Mamdani responds to Markwayne Mullin: “Our laws and our values are not bargaining chips. We will not be threatened to leave so many of the New Yorkers who call this city home prey to these kinds of cruel policies. We are proud of the fact that we are a sanctuary city”

Zohran Mamdani responds to Markwayne Mullin: “Our laws and our values are not bargaining chips. We will not be threatened to leave so many of the New Yorkers who call this city home prey to these kinds of cruel policies. We are proud of the fact that we are a sanctuary city”

Marco Foster

63,818 görüntüleme • 2 ay önce

50-60 years the process began in India to set up semiconductor factories. There are files that date back then but killed at birth. Other countries went ahead, prospered. Now India is on mission mode - made in India chips will be ready this year

50-60 years the process began in India to set up semiconductor factories. There are files that date back then but killed at birth. Other countries went ahead, prospered. Now India is on mission mode - made in India chips will be ready this year

Smita Prakash

159,710 görüntüleme • 1 yıl önce

No wonder Jensen got so defensive over $NVDA GPUs against custom chips. $GOOG will start using different custom chips for inference and training. $AMZN has already adopted this approach as they have Trainium for training and Inferentia for inference. Hyperscalers obviously see better price/performance in this approach, and this is where the industry is headed. $AVGO and $MRVL are poised to be big winners, while $NVDA dominance will be under increasing pressure.

No wonder Jensen got so defensive over $NVDA GPUs against custom chips. $GOOG will start using different custom chips for inference and training. $AMZN has already adopted this approach as they have Trainium for training and Inferentia for inference. Hyperscalers obviously see better price/performance in this approach, and this is where the industry is headed. $AVGO and $MRVL are poised to be big winners, while $NVDA dominance will be under increasing pressure.

Oguz Erkan

223,244 görüntüleme • 3 ay önce

$AMZN AWS CEO: “We invest on 5-year commitments from customers, so we have great visibility for revenues and when they’ll land.” AWS also recently implied that server investments pay off in under 3 years, so we are looking at 2 years of pure returns after investment is recovered. They also depreciate chips in 5 years, so every year the equipment stays useful beyond 5 years substantially add to operating margins. Plus, these chips will likely be rented at a premium on the current contract prices as demand far outstrips supply. Rental rates for even 6-year old A100 chips are up 20% YTD. And note that all these economics will get even better as most servers shift to ASICs from third party accelerators. Can’t imagine a more bullish scenario for hyperscalers. $AMZN $MSFT $GOOG $ORCL

$AMZN AWS CEO: “We invest on 5-year commitments from customers, so we have great visibility for revenues and when they’ll land.” AWS also recently implied that server investments pay off in under 3 years, so we are looking at 2 years of pure returns after investment is recovered. They also depreciate chips in 5 years, so every year the equipment stays useful beyond 5 years substantially add to operating margins. Plus, these chips will likely be rented at a premium on the current contract prices as demand far outstrips supply. Rental rates for even 6-year old A100 chips are up 20% YTD. And note that all these economics will get even better as most servers shift to ASICs from third party accelerators. Can’t imagine a more bullish scenario for hyperscalers. $AMZN $MSFT $GOOG $ORCL

Oguz Erkan

29,884 görüntüleme • 8 gün önce

Howard Lutnick announced that the United States government will be fully implementing Q, Quantum computing, with $2 billion in U.S. taxpayer funding. "Once we have quantum chips, we have to protect everyone in this government." "To make sure all of us are protected and defended."

Howard Lutnick announced that the United States government will be fully implementing Q, Quantum computing, with $2 billion in U.S. taxpayer funding. "Once we have quantum chips, we have to protect everyone in this government." "To make sure all of us are protected and defended."

Shadow of Ezra

303,312 görüntüleme • 1 ay önce

If your chips and models aren't built in lockstep, you're already behind. At VivaTech, Amazon SVP Peter DeSantis—who leads a new org uniting foundation models and custom chips—explained why they have to develop together, not in sequence. 🤝 "If the chips are not telling the model designers what capabilities are coming and where they can optimize, then we're not doing the science necessary to take advantage of those capabilities until the chips are available—and then you're waiting months and months." Amazon has been doing this since day one. That’s why Trainium is a chip of choice for AI companies building applications from large language models to world models and more.

If your chips and models aren't built in lockstep, you're already behind. At VivaTech, Amazon SVP Peter DeSantis—who leads a new org uniting foundation models and custom chips—explained why they have to develop together, not in sequence. 🤝 "If the chips are not telling the model designers what capabilities are coming and where they can optimize, then we're not doing the science necessary to take advantage of those capabilities until the chips are available—and then you're waiting months and months." Amazon has been doing this since day one. That’s why Trainium is a chip of choice for AI companies building applications from large language models to world models and more.

Amazon

67,967 görüntüleme • 1 ay önce

Bangladeshi Mu$l!m infiltrator Marjina Bibi, living in West Bengal, used the name of her uncle Nurul Ghazi as her father and obtained voter and Aadhaar cards. She was enjoying all the government benefits and too voted for TMC as admitted by her. If we do not identify these Bangladeshi infiltrators and deport them now, then these infiltrators will be a threat to the security of our entire nation...

Bangladeshi Mu$l!m infiltrator Marjina Bibi, living in West Bengal, used the name of her uncle Nurul Ghazi as her father and obtained voter and Aadhaar cards. She was enjoying all the government benefits and too voted for TMC as admitted by her. If we do not identify these Bangladeshi infiltrators and deport them now, then these infiltrators will be a threat to the security of our entire nation...

Sourish Mukherjee

65,171 görüntüleme • 8 ay önce

#WATCH | Haryana: On efforts to cancel passports and Visas of the alleged farmers involved in violence, DSP Ambala Joginder Sharma says, "We have identified involved in violence coming to Haryana from Punjab in the name of farmers' protest. We have identified them with CCTV cameras and drone cameras. We will request the Ministry and embassy to cancel their Visas and passports... Their photos, name and address will be given to the passport office. We are working on canceling their passports..."

#WATCH | Haryana: On efforts to cancel passports and Visas of the alleged farmers involved in violence, DSP Ambala Joginder Sharma says, "We have identified involved in violence coming to Haryana from Punjab in the name of farmers' protest. We have identified them with CCTV cameras and drone cameras. We will request the Ministry and embassy to cancel their Visas and passports... Their photos, name and address will be given to the passport office. We are working on canceling their passports..."

ANI

1,139,971 görüntüleme • 2 yıl önce

Polish Foreign Minister Sikorski: We are already the EU's fifth-largest economy. We've just become the 20th economy in the world. For the first time in 300 years, more Poles are coming back to Poland than emigrating, which is nice. We are issuing more and more passports to Americans. Actually, the places where we issue the most new passports—new Polish citizens—are the United States and Israel. And so I think by the end of the decade, within ten years, we will be a regular Western country—perhaps even more dynamic than some.

Polish Foreign Minister Sikorski: We are already the EU's fifth-largest economy. We've just become the 20th economy in the world. For the first time in 300 years, more Poles are coming back to Poland than emigrating, which is nice. We are issuing more and more passports to Americans. Actually, the places where we issue the most new passports—new Polish citizens—are the United States and Israel. And so I think by the end of the decade, within ten years, we will be a regular Western country—perhaps even more dynamic than some.

Clash Report

266,640 görüntüleme • 25 gün önce