How Microsoft’s new chip for AI could disrupt big tech — especially Nvidia, AMD and Intel

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How Microsoft’s new chip for AI could disrupt big tech — especially Nvidia, AMD and Intel

During a Microsoft Ignite event this morning the company took the wraps off one of the more important reveals in the chip market in a long time. Microsoft now has both a custom-designed AI processing chip and a custom Arm-based CPU to add its growing stable of products to help it vertically integrate its services and solutions.

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Nvidia continues to gain ground in high performance and quantum computing

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Nvidia continues to gain ground in high performance and quantum computing

Though Nvidia was built on the promise of the GPU for gaming and advanced rendering, its rise to a $1 trillion valuation was on the back of high performance compute and AI. What began as a small project called “general purpose GPU” (GPGPU) that looked at in-game physics and video transcoding applications transformed the company into the titan of the silicon space, displacing Intel as the clear thought-leader for the future of computing.

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Nvidia and AMD are deluged with orders for PC graphics cards

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Nvidia and AMD are deluged with orders for PC graphics cards

For the first time in nearly a decade, the sales of PC graphics add-in cards rose in the second quarter. Add-in cards are the discrete, high performance graphics solutions for PCs that are typically used by gamers, workstations, rendering farms, and enterprise segments that need high performance graphics capability. Based on data from Jon Peddie Research, add-in card sales rose by 30.9% sequentially and more 34.9% year over year.

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