Google has officially joined the club of custom Arm-based, in-house-developed CPUs. As of today, Google's in-house semiconductor development team has launched the "Axion" CPU based on Arm instruction set architecture. Using the Arm Neoverse V2 cores, Google claims that the Axion CPU outperforms general-purpose Arm chips by 30% and Intel's processors by a staggering 50% in terms of performance. This custom silicon will fuel various Google Cloud offerings, including Compute Engine, Kubernetes Engine, Dataproc, Dataflow, and Cloud Batch. The Axion CPU, designed from the ground up, will initially support Google's AI-driven services like YouTube ads and Google Earth Engine. According to Mark Lohmeyer, Google Cloud's VP and GM of compute and machine learning infrastructure, Axion will soon be available to cloud customers, enabling them to leverage its performance without overhauling their existing applications.

Google's foray into custom silicon aligns with the strategies of its cloud rivals, Microsoft and Amazon. Microsoft recently unveiled its own AI chip for training large language models and an Arm-based CPU called Cobalt 100 for cloud and AI workloads. Amazon, on the other hand, has been offering Arm-based servers through its custom Graviton CPUs for several years. While Google won't sell these chips directly to customers, it plans to make them available through its cloud services, enabling businesses to rent and leverage their capabilities. As Amin Vahdat, the executive overseeing Google's in-house chip operations, stated, "Becoming a great hardware company is very different from becoming a great cloud company or a great organizer of the world's information."

The expansion of AI technology affects not only the production and demand for graphics cards but also the electricity grid that powers them. Data centers hosting thousands of GPUs are becoming more common, and the industry has been building new facilities for GPU-enhanced servers to serve the need for more AI. However, these powerful GPUs often consume over 500 Watts per single card, and NVIDIA's latest Blackwell B200 GPU has a TGP of 1000 Watts or a single kilowatt. These kilowatt GPUs will be present in data centers with 10s of thousands of cards, resulting in multi-megawatt facilities. To combat the load on the national electricity grid, US President Joe Biden's administration has been discussing with big tech to re-evaluate their power sources, possibly using smaller nuclear plants. According to an Axios interview with Energy Secretary Jennifer Granholm, she has noted that "AI itself isn't a problem because AI could help to solve the problem." However, the problem is the load-bearing of the national electricity grid, which can't sustain the rapid expansion of the AI data centers.

The Department of Energy (DOE) has been reportedly talking with firms, most notably hyperscalers like Microsoft, Google, and Amazon, to start considering nuclear fusion and fission power plants to satisfy the need for AI expansion. We have already discussed the plan by Microsoft to embed a nuclear reactor near its data center facility and help manage the load of thousands of GPUs running AI training/inference. However, this time, it is not just Microsoft. Other tech giants are reportedly thinking about nuclear as well. They all need to offload their AI expansion from the US national power grid and develop a nuclear solution. Nuclear power is a mere 20% of the US power sourcing, and DOE is currently financing a Holtec Palisades 800-MW electric nuclear generating station with $1.52 billion in funds for restoration and resumption of service. Microsoft is investing in a Small Modular Reactors (SMRs) microreactor energy strategy, which could be an example for other big tech companies to follow.

Xbox and Fallout fans, rejoice! Today, we are thrilled to announce a striking collaboration between Xbox and new series on Prime Video "Fallout", premiering on April 11. Introducing the Xbox and Fallout Vault Box—a custom collaboration that combines the rugged essence of the Fallout universe with the unparalleled security of a Fort Knox vault. Based on one of the greatest video game series of all time, "Fallout" is the story of haves and have-nots in a world in which there's almost nothing left to have. Two-hundred years after the apocalypse, the gentle denizens of luxury fallout shelters are forced to return to the irradiated hellscape their ancestors left behind—and are shocked to discover an incredibly complex, gleefully weird, and highly violent universe waiting for them.

The series comes from Kilter Films and executive producers Jonathan Nolan and Lisa Joy. Nolan directed the first three episodes. Geneva Robertson-Dworet and Graham Wagner serve as executive producers, writers and co-showrunners. The series stars Ella Purnell (Yellowjackets), Aaron Moten (Emancipation) and Walton Goggins (The Hateful Eight). Athena Wickham of Kilter Films also executive produces along with Todd Howard for Bethesda Game Studios and James Altman for Bethesda Softworks. Amazon MGM Studios and Kilter Films produce in association with Bethesda Game Studios and Bethesda Softworks.

Amazon Web Services (AWS), an Amazon.com company, and NVIDIA today announced that the new NVIDIA Blackwell GPU platform - unveiled by NVIDIA at GTC 2024 - is coming to AWS. AWS will offer the NVIDIA GB200 Grace Blackwell Superchip and B100 Tensor Core GPUs, extending the companies' long standing strategic collaboration to deliver the most secure and advanced infrastructure, software, and services to help customers unlock new generative artificial intelligence (AI) capabilities.

NVIDIA and AWS continue to bring together the best of their technologies, including NVIDIA's newest multi-node systems featuring the next-generation NVIDIA Blackwell platform and AI software, AWS's Nitro System and AWS Key Management Service (AWS KMS) advanced security, Elastic Fabric Adapter (EFA) petabit scale networking, and Amazon Elastic Compute Cloud (Amazon EC2) UltraCluster hyper-scale clustering. Together, they deliver the infrastructure and tools that enable customers to build and run real-time inference on multi-trillion parameter large language models (LLMs) faster, at massive scale, and at a lower cost than previous-generation NVIDIA GPUs on Amazon EC2.

Soon, you'll be able to play your favorite games from GOG, like the Witcher series or Cyberpunk 2077, on multiple devices of your choice. We're teaming up with Amazon Luna cloud gaming service to give you even more ways of enjoying your titles, while still keeping our mission of DRM-free gaming. Let's dive into it and take a look at how it works!

What exactly is Amazon Luna?
It is a cloud gaming service developed and operated by Amazon. The service first launched in March 2022 in the United States, and then spread its reach to other countries last year, with availability in the USA, Canada, UK, Germany, France, Italy, and Spain. Luna works by streaming games from cloud servers and runs on Amazon's powerful cloud computing service Amazon Web Services (AWS). And what it means is that it allows its customers to enjoy gaming on the go, on the couch, or anywhere else you have an internet connection. No lengthy downloads or updates, no need for an expensive gaming PC, complicated setup, or heavy computer processing - just pure joy of running your games on a device of your choice in high-quality.

Blink, an Amazon company, today announced the next-generation Blink Mini 2. The new Blink camera packs a punch in a compact, weather-resistant design that can now be used indoors or outdoors with the purchase of the new Blink Weather Resistant Power Adapter (sold as part of a bundle or separately). Blink Mini 2 offers enhanced image quality with improved low light performance, a wider field of view, and a built-in LED spotlight for night view in color. Powered by the company's custom-built chip, Blink Mini 2 utilizes on-device computer vision (CV) to support smart notifications, including person detection, which is available with a Blink Subscription Plan (sold separately).

"It is clear customers love Blink—in fact, the Blink business has grown 5x over the last four years," said Liz Hamren, chief executive officer at Blink. "We are building on this momentum with the addition of Mini 2 to Blink's affordable and easy-to-use suite of devices. Mini 2 was rebuilt from the inside out, keeping everything customers expect from Blink while adding even more utility through features like person detection, all at an incredible price point."

A Crucial "CT12G56C46S5" Non-ECC Small Outline Dual In-line Memory Module (SODIMM) is available to pre-order from Amazon UK—the 12 GB capacity product was spotted by everyone's favorite PC hardware sleuth;—momomo_us. March 31 appears to be the official shipping out date—current pricing is £44.99 ($57.50). Additionally, customers have the option to reserve a related 24 GB Kit (2x 12 GB) kit (CT2K12G56C46S5), priced at £87.99 (~$112.36). According to product descriptions, Crucial's upcoming laptop 5600 MHz RAM "can downclock if system specification only supports 5200 MHz or 4800 MHz."

"Non-binary modules" DDR5 modules hit retail last year—we have witnessed a slow trickle out of 24 GB and 48 GB capacity sticks, granting unusual memory configurations on compatible AMD and Intel platforms. The CT12G56C46S5 and CT2K12G56C46S5 are supported by "Core 13th Gen and Ryzen 6000 Series laptop CPUs and above." Crucial's latest DDR5 SODIMM could be the first 12 GB capacity model to reach retail, unless a rival manufacturer sneaks out an equivalent item prior to March 31.

Intel CEO Pat Gelsinger, speaking at the Intel Foundry Services (IFS) Direct Connect event, confirmed to Tom's Hardware that he hopes to turn IFS into the West's premier foundry company, and a direct technological and volume rival to TSMC. He said that there is a clear line of distinction between Intel Products and Intel Foundry, and that later this year, IFS will be more legally distinct from Intel, becoming its own entity. The only way Gelsinger sees IFS being competitive to TSMC, is by making its most advanced semiconductor manufacturing nodes and 3D chip packaging innovations available to foundry customers other than itself (Intel Products), even if it means providing them to companies that directly compete with Intel products, such as AMD and Qualcomm.

Paul Alcorn of Tom's Hardware asked CEO Gelsinger "Intel will now offer its process nodes to some of its competitors, and there may be situations wherein your product teams are competing directly with competitors that are enabled by your crown jewels. How do you plan to navigate those types of situations and maybe soothe ruffled feathers on your product teams?" To this, Gelsinger responded "Well, if you go back to the picture I showed today, Paul, there are Intel products and Intel foundry, There's a clean line between those, and as I said on the last earnings call, we'll have a setup separate legal entity for Intel foundry this year," Gelsinger responded. "We'll start posting separate financials associated with that going forward. And the foundry team's objective is simple: Fill. The. Fabs. Deliver to the broadest set of customers on the planet."

The Federal Trade Commission announced today that it issued orders to five companies requiring them to provide information regarding recent investments and partnerships involving generative AI companies and major cloud service providers. The agency's 6(b) inquiry will scrutinize corporate partnerships and investments with AI providers to build a better internal understanding of these relationships and their impact on the competitive landscape. The compulsory orders were sent to Alphabet, Inc., Amazon.com, Inc., Anthropic PBC, Microsoft Corp., and OpenAI, Inc.

"History shows that new technologies can create new markets and healthy competition. As companies race to develop and monetize AI, we must guard against tactics that foreclose this opportunity, "said FTC Chair Lina M. Khan. "Our study will shed light on whether investments and partnerships pursued by dominant companies risk distorting innovation and undermining fair competition."

A whole bunch of custom GeForce RTX 4080 SUPER and 4070 Ti SUPER graphics card models were available to purchase via online retail outlets last week—several ZOTAC options were available on Amazon USA for a brief period over the weekend. Enthusiastic customers have jumped at the chance to acquire potent Ada Lovelace SUPER cards ahead of NVIDIA's official review embargo and launch dates—TPU's resident GPU Judge has just published his first set of GeForce RTX 4070 Ti SUPER evaluations. An early example was documented on the /NVIDIA community subreddit—user "LightMoisture" provided evidence of his PNY RTX 4070 Ti VERTO Triple Fan purchase arriving two days before the sanctioned release date (January 24).

It is not too surprising to see retailers ship out pre-ordered products a tad prematurely (given delivery lead times), but intriguing posts on social media have been highlighted by VideoCardz. A very fortunate soul has received an ASUS ROG STRIX RTX 4080 SUPER OC graphics card, well in advance of Team Green's preferred January 31 launch day. The plucky owner has asked around for functioning drivers (good luck)—LightMoisture also ran into this issue with his PNY RTX 4070 Ti VERTO. The next public GeForce Driver release (551.15) is due tomorrow, with (presumed) support for GeForce RTX 4070 Ti SUPER GPUs. LightMoisture's evidence included screenshots of the aforementioned PNY card's crendentials being displayed in TechPowerUp GPU-Z v2.57.0, and test results generated by Maxon's Cinebench 2024 suite.

ZOTAC's new range of GeForce RTX 40 SUPER graphics cards have frequently hit headlines since an unveiling at CES 2024—the Hong Kong-headquarted hardware manufacturer set the tone early, with certain models sticking to NVIDIA guide prices. Hardware sleuth, momomo_us, has continued to keep track of ZOTAC-related activity—their latest discovery being the premature sale of GeForce RTX 4070 Ti Super Trinity Black Edition 16 GB models on Amazon USA. The listing popped up over the weekend, with customers greeted to a $899.99 asking price—so $100 above MSRP. It is clear that this product page was activated by mistake—the card is not available to purchase (at the time of writing).

VideoCardz proceeded to investigate further, following the initial find (courtesy of momomo_us)—their weekend sleuthing efforts have outed additional premature ZOTAC listings on Amazon.com. In the GeForce RTX 4080 SUPER category we can see the AMP Extreme AIRO version ($1399.99), Trinity OC White Edition ($1349.99) and Trinity Black Edition ($1299.99). Moving down the line—with 4070 Ti SUPER cards—listings appeared for AMP HOLO ($969.99), Trinity OC White Edition ($939.99) and the aforementioned Trinity Black Edition (non-overclocked) coming in at $899.99. They also tracked down PNY's GeForce RTX 4080 SUPER 16 GB XLR8 Gaming VERTO EPIC-X RGB graphics card—its Amazon price listing was reported as being a semi-wallet friendly $1049 (prior to deactivation).

Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), and NVIDIA (NASDAQ: NVDA) today announced an expansion of their strategic collaboration to deliver the most-advanced infrastructure, software and services to power customers' generative artificial intelligence (AI) innovations. The companies will bring together the best of NVIDIA and AWS technologies—from NVIDIA's newest multi-node systems featuring next-generation GPUs, CPUs and AI software, to AWS Nitro System advanced virtualization and security, Elastic Fabric Adapter (EFA) interconnect, and UltraCluster scalability—that are ideal for training foundation models and building generative AI applications.

The expanded collaboration builds on a longstanding relationship that has fueled the generative AI era by offering early machine learning (ML) pioneers the compute performance required to advance the state-of-the-art in these technologies.

At AWS re:Invent, Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), today announced the next generation of two AWS-designed chip families—AWS Graviton4 and AWS Trainium2—delivering advancements in price performance and energy efficiency for a broad range of customer workloads, including machine learning (ML) training and generative artificial intelligence (AI) applications. Graviton4 and Trainium2 mark the latest innovations in chip design from AWS. With each successive generation of chip, AWS delivers better price performance and energy efficiency, giving customers even more options—in addition to chip/instance combinations featuring the latest chips from third parties like AMD, Intel, and NVIDIA—to run virtually any application or workload on Amazon Elastic Compute Cloud (Amazon EC2).

The recent development of AI models that are more capable than ever has led to a massive demand for hardware infrastructure that powers them. As the dominant player in the industry with its GPU and CPU-GPU solutions, NVIDIA has reportedly discussed leasing data center space to power its own cloud service for these AI applications. Called NVIDIA Cloud DGX, it will reportedly put the company right up against its clients, which are cloud service providers (CSPs) as well. Companies like Microsoft Azure, Amazon AWS, Google Cloud, and Oracle actively acquire NVIDIA GPUs to power their GPU-accelerated cloud instances. According to the report, this has been developing for a few years.

Additionally, it is worth noting that NVIDIA already owns parts for its potential data center infrastructure. This includes NVIDIA DGX and HGX units, which can just be interconnected in a data center, with cloud provisioning so developers can access NVIDIA's instances. A great benefit that would attract the end-user is that NVIDIA could potentially lower the price point of its offerings, as they are acquiring GPUs for much less compared to the CSPs that receive them with a profit margin that NVIDIA imposes. This can attract potential customers, leaving hyperscalers like Amazon, Microsoft, and Google without a moat in the cloud game. Of course, until this project is official, we should take this information with a grain of salt.

The burgeoning AI market is significantly impacting TSMC's CoWoS (Chip on Wafer on Substrate) advanced packaging production capacity, causing it to overflow due to high demand from major companies like NVIDIA, AMD, and Amazon. To accommodate this, TSMC is in the process of expanding its production capacity by acquiring additional CoWoS machines from equipment manufacturers like Xinyun, Wanrun, Hongsu, Titanium, and Qunyi. These expansions are expected to be operational in the first half of the next year, leading to an increased monthly production capacity, potentially close to 30,000 pieces, enabling TSMC to cater to more AI-related orders. These endeavors to increase capacity are in response to the amplified demand for AI chips from their applications in various domains, including autonomous vehicles and smart factories.

Despite TSMC's active steps to enlarge its CoWoS advanced packaging production, the overwhelming client demand is driving the company to place additional orders with equipment suppliers. It has been indicated that NVIDIA is currently TSMC's largest CoWoS advanced packaging customer, accounting for 60% of its production capacity. Due to the surge in demand, companies like AMD, Amazon, and Broadcom are also placing urgent orders, leading to a substantial increase in TSMC's advanced process capacity utilization. The overall situation indicates a thriving scenario for equipment manufacturers with clear visibility of orders extending into the following year, even as they navigate the challenges of fulfilling the rapidly growing and immediate demand in the AI market.

Today, we're announcing that Amazon will invest up to $4 billion in Anthropic. The agreement is part of a broader collaboration to develop the most reliable and high-performing foundation models in the industry. Our frontier safety research and products, together with Amazon Web Services' (AWS) expertise in running secure, reliable infrastructure, will make Anthropic's safe and steerable AI widely accessible to AWS customers.

AWS will become Anthropic's primary cloud provider for mission critical workloads, providing our team with access to leading compute infrastructure in the form of AWS Trainium and Inferentia chips, which will be used in addition to existing solutions for model training and deployment. Together, we'll combine our respective expertise to collaborate on the development of future Trainium and Inferentia technology.

Panos Panay did not present at Microsoft's recent Windows event in New York City—his departure from the titanic technology corporation was announced on September 18; so only three days before an official unveiling of new Surface products. Panay and his (now former) executive colleagues painted a positive picture regarding the move onto pastures new. News reports emerged about an alleged high level hiring by Amazon, with Panay overseeing Alexa and Echo divisions—replacing Dave Limp, SVP of Amazon Devices & Services. A Business Insider report suggests that Microsoft's former chief product officer was unhappy about budget cuts affecting his Surface division—certain insiders were not surprised when Panay announced his retirement from the big M.

The transfer to Amazon was in the works for a while, according to cited inside sources—Microsoft reportedly implemented a round of major budget cuts and product cancellations that did not sit well with Panay. The Surface department experienced "significant" downscaling, and plans for next-generation Surface Headphones were jettisoned. Business Insider proposed that funds had been reassigned to more important internal ventures—mainly artificial intelligence. Many folks were looking forward to Panay taking the stage in NYC earlier this week, but Brett Ostrum (Corporate Vice President of Surface Devices) ultimately acted as his replacement—with a showcasing of the company's latest portable Windows devices. Attendees were somewhat surprised to see Microsoft CEO Satya Nadella turn up as well—it is possible that he was added to the roster for "some extra firepower."

Amazon today introduced a range of new Echo devices designed for even more personalized, proactive, and intuitive Alexa experiences at home and on-the-go—the next-generation Echo Show 8, all-new Echo Hub, and new Echo Frames. In addition, Amazon collaborated with Safilo, one of the world's leading eyewear manufacturers, to blend the power of Alexa with iconic Carrera designs.

"Engagement with Echo devices is at an all-time high," said Daniel Rausch, vice president of Alexa and Fire TV. "Customers rely on Alexa for so much, including managing their smart homes, keeping up with the latest news, setting birthday reminders, and keeping their homes stocked with essentials. These new Echo devices give customers more ways to experience the world's best personal AI—and the growing generative AI capabilities that will be coming to Alexa soon—at home and on the go."

Amazon announced eero Max 7, its first Wi-Fi 7 mesh system and the fastest, most powerful eero yet. eero Max 7 combines the company's patented TrueMesh networking technology with the latest Wi-Fi 7 standard to dramatically increase speeds, avoid interference from neighboring networks, and improve mesh latency-and with 10 Gigabit Ethernet, it's now possible to download a 4K movie in 10 seconds or a 50 gigabyte video game in less than a minute.

"Connectivity is core to our everyday lives—we stream movies and TV, take video calls for work, play online games with our friends, and use an ever increasing number of connected devices," said Nick Weaver, co-founder and CEO of eero. "With tens of millions of eero devices around the world, we know customers notice even a millisecond delay when streaming a movie or gaming, want reliable connectivity in every corner of the home, and always look for faster speeds. eero Max 7 is the culmination of everything we've learned—this is an entirely new class of eero, built without compromise."

Introducing the JBL Authentics series. Striking sound performance meets timeless retro design inspired by JBL's heritage. The portable JBL Authentics 300 is a true decorative piece of the home, an all-encompassing Wi-Fi and Bluetooth smart speaker delivers room-filling professional sound to envelop you in 360-immersive audio - with portability to carry your music anywhere in your home. The JBL Authentics 200 and JBL Authentics 500 home speakers complete the all-new JBL Authentics series, available September 17th.

Room-filling sound throughout the home
Be at the center of your favorite song as the JBL Authentics 300 invites you to experience music like never before. For those looking for superior sound in and around the house, the JBL Authentics 300 offers portable high-performance sound with a built-in 8-hour battery. Delivering distinctive highs and deep bass, enjoy amazing audio performance wherever you are - from the kitchen to the garden or the next outdoor party.

Today, AMD announced Amazon Web Services (AWS) has expanded its 4th Gen AMD EPYC processor-based offerings with the general availability of Amazon Elastic Compute Cloud (EC2) M7a and Amazon EC2 Hpc7a instances, which offer next-generation performance and efficiency for applications that benefit from high performance, high throughput and tightly coupled HPC workloads, respectively.

"For customers with increasingly complex and compute-intensive workloads, 4th Gen EPYC processor-powered Amazon EC2 instances deliver a differentiated offering for customers," said David Brown, vice president of Amazon EC2 at AWS. "Combined with the power of the AWS Nitro System, both M7a and Hpc7a instances allow for fast and low-latency internode communications, advancing what our customers can achieve across our growing family of Amazon EC2 instances."

Today, Amazon Web Services (AWS) announced the general availability of new Amazon Elastic Compute Cloud (Amazon EC2) instances powered by custom 4th Gen Intel Xeon Scalable processors. This launch is the latest on a growing list of 4th Gen Xeon-powered instances that deliver leading total cost of ownership (TCO) and the most built-in accelerators of any CPU to fuel key workloads like AI, database, networking and enterprise applications.

"Intel worked closely with AWS to bring our feature-rich 4th Gen Xeon processors to its cloud customers, many of which have benefited from its performance and value for months in private and public preview. Today, we're happy to bring that same real-world value to cloud customers around the globe," said Lisa Spelman, Intel corporate vice president and general manager of the Xeon Products and Solutions Group.

Camina Drummer has a few problems: Her spaceship is running out of fuel. Her medic is hiding a dark secret. And there's an asteroid headed their way. But that's just another day on The Artemis. In The Expanse: A Telltale Series, Drummer's problems are your problems. If you know her from the television show of the same name, you know she's strong-willed and loyal, with the kind of fierce temperament suited to space exploration. But here, in Telltale's first new game in five years, you get to make the decisions. And your crew—and the game—is paying attention. Episodic narratives are making a comeback. With them returns a style of game that is uniquely suited both to the video game medium and our present moment.

Today's release is the first of five to be rolled out over the next two months. The planned schedule is very much in line with prestige TV: Each episode will be between sixty and ninety minutes, and by the end you'll have witnessed a full narrative arc for this "eccentric crew," as Game Director Stephan Frost describes Drummer and her cohorts. But what makes episodic games so exciting and different from episodic television is the obvious fact that you don't just get one narrative, of course. You get yours, as you decide how and when to make certain decisions, with each plotline breaking off down multiple paths and crisscrossing across many story nodes. Sometimes this means you get to take down the leader of a doomsday cult with either force or subterfuge, as in HITMAN: World of Assassination; sometimes this means running into a burning building and risking the life of a trusted friend who runs in after you, as in The Walking Dead: Michonne.

AWS users can now access the leading performance demonstrated in industry benchmarks of AI training and inference. The cloud giant officially switched on a new Amazon EC2 P5 instance powered by NVIDIA H100 Tensor Core GPUs. The service lets users scale generative AI, high performance computing (HPC) and other applications with a click from a browser.

The news comes in the wake of AI's iPhone moment. Developers and researchers are using large language models (LLMs) to uncover new applications for AI almost daily. Bringing these new use cases to market requires the efficiency of accelerated computing. The NVIDIA H100 GPU delivers supercomputing-class performance through architectural innovations including fourth-generation Tensor Cores, a new Transformer Engine for accelerating LLMs and the latest NVLink technology that lets GPUs talk to each other at 900 GB/sec.

Intel has responded to the high demand for advanced chips in mainland China by bringing its processor, the Gaudi2, to the market. This move comes as the country grapples with US export restrictions, leading to a thriving market for smuggled NVIDIA GPUs. At a press conference in Beijing, Intel presented the Gaudi2 processor as an alternative to NVIDIA's A100 GPU, widely used for training AI systems. Despite US export controls, Intel recognizes the importance of the Chinese market, with 27 percent of its 2022 revenue generated from China. NVIDIA has also tried to comply with restrictions by offering modified versions of its GPUs, but limited supplies have driven the demand for smuggled GPUs. Intel's Gaudi2 aims to provide Chinese companies with various hardware options and bolster their ability to deploy AI through cloud and smart-edge technologies. By partnering with Inspur Group, a major AI server manufacturer, Intel plans to build Gaudi2-powered machines tailored explicitly for the Chinese market.

China's AI ambitions face potential challenges as the US government considers restricting Chinese companies access to American cloud computing services. This move could impede the utilization of advanced AI chips by major players like Amazon Web Services and Microsoft for their Chinese clients. Additionally, there are reports of a potential expansion of the US export ban to include NVIDIA's A800 GPU. As China continues to push forward with its AI development projects, Intel's introduction of the Gaudi2 processor helps country's demand for advanced chips. Balancing export controls and technological requirements within this complex trade landscape remains a crucial task for both companies and governments involved in the Chinese AI industry.