Taipei/Hong Kong
CNN
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Nvidia and AMD have individually launched the following technology of their synthetic intelligence (AI) chips in Taiwan, as a three-way race with Intel heats up.
Jensen Huang, CEO of Nvidia (NVDA), mentioned Sunday that the corporate would roll out its most superior AI chip platform, referred to as Rubin, in 2026.
The Rubin platform will succeed the Blackwell, which provides chips for information facilities and was introduced solely in March. It was dubbed by Nvidia on the time because the “world’s strongest chip.”
The Rubin will function new graphics processing models (GPUs), a brand new central processing unit (CPU) referred to as Vera and superior networking chips, Huang mentioned in an deal with at Nationwide Taiwan College in Taipei.
“Right now, we’re on the cusp of a serious shift in computing,” Huang informed the viewers forward of the opening of Computex, a tech commerce present organized yearly in Taiwan. “The intersection of AI and accelerated computing is ready to redefine the longer term.”
He revealed a roadmap for brand new semiconductors that may arrive on a “one-year rhythm.”
Traders have been driving up shares in chip companies driving the generative AI increase. Shares of Nvidia, the market chief, have greater than doubled over the previous yr.
“Nvidia clearly intends to maintain its dominance for so long as doable and within the present technology, there’s nothing actually on the horizon to problem that,” mentioned Richard Windsor, founding father of Radio Free Cellular, a analysis firm specializing in the digital and cell ecosystem.
Nvidia accounts for round 70% of AI semiconductor gross sales. However competitors is rising, with main opponents AMD (AMD) and Intel (INTC) introducing new merchandise in an effort to problem Nvidia’s dominance.
On Monday, AMD CEO Lisa Su unveiled the corporate’s newest AI processors in Taipei and a plan to develop new merchandise over the following two years.
Its subsequent technology MI325X accelerator might be made out there within the fourth quarter of this yr, she mentioned.
The worldwide competitors to create generative AI functions has led to hovering demand for the leading edge chips utilized in information facilities to assist these packages.
Each Nvidia and AMD, that are run by CEOs who’re a part of the identical Taiwanese household, have been as soon as greatest identified by players for promoting GPUs that show visuals in video video games, serving to them come to life.
Whereas the 2 nonetheless compete in that area, their GPUs are actually additionally being used to energy generative AI, the expertise that underpins newly common methods comparable to ChatGPT.
“AI is our primary precedence, and we’re at first of an extremely thrilling time for the business,” Su added.
“We launched MI300X final yr with management inference efficiency, reminiscence measurement and compute capabilities, and we have now now expanded our roadmap so it’s now on an annual cadence, meaning a brand new product household yearly,” she mentioned.
The brand new chip will succeed the MI300 and have extra reminiscence, quicker reminiscence bandwidth and higher laptop efficiency, Su added. The corporate will launch a brand new product household yearly, with the MI350 set for 2025 and MI400 a yr later.
Intel can also be anticipated to launch its next-generation desktop CPUs, Arrow Lake, within the fourth quarter of this yr. Its CEO, Patrick Gelsinger, is because of communicate at Computex on Tuesday.