Latest news with #DGX
Yahoo
24-05-2025
- Business
- Yahoo
Intel launches three new Xeon 6 P-Core CPUs, will debut in Nvidia DGX B300 AI systems
When you buy through links on our articles, Future and its syndication partners may earn a commission. Intel has announced the unveiling of three new Intel Xeon 6 P-Core CPUs that it says are designed specifically to handle the most advanced GPU-powered AI systems. The new processors will debut in Nvidia's DGX B300 AI systems. The new processors, replete with Intel's Performance-cores, also feature new Intel Priority Core Turbo (PCT) and Intel Speed Select Technology – Turbo Frequency, which the company claims delivers customizable CPU core frequencies to improve GPU performance for demanding AI workloads. All three are available now, and the Intel Xeon 6776P also comes integrated in the Nvidia DGX B300, the company's latest AI-accelerated systems. Intel says that the introduction of PCT and Intel SST-TF as a pairing marks "a significant leap forward in AI system performance." PCT should allow for the dynamic prioritization of high-priority cores, enabling higher turbo frequencies. Meanwhile, lower-priority cores operate at base frequency in parallel to optimize resource distribution. PCT can reportedly run up to eight, high-priority cores at elevated turbo frequencies, according to Intel. Intel's Xeon 6 CPUs include up to 128 P-cores per CPU and 20% more PCIe lanes than previous-generation Xeon processors, with up to 192 PCIe lanes per 2S server. Intel also claims Xeon 6 offers 30% faster memory speeds compared to the competition (specifically the latest AMD EPYC processors), thanks to Multiplexed Rank DIMMs (MRDIMMs) and Compute Express Link, and up to 2.3x higher memory bandwidth compared to the previous generation. Intel says its P-Core Xeon 6 processors have 2 DIMMs per channel (2DPC), and says the 2DPC configuration supports up to 8TB of system memory. It also says MRDIMMs boost bandwidth and performance, all while reducing latency. The new CPUs also feature up to 504 MB L3 cache for faster data retrieval. Intel Xeon 6 processors also feature Intel AMX, which can offload certain tasks to the CPU. Intel confirmed AMX now features support for FP16 precision arithmetic, which enables efficient data pre-processing and critical CPU tasks in AI workloads. Alongside its three new P-Core processors, Intel has also added a B-variant 6716P-B. Product name Total Cores Max Turbo Frequency Processor Base Frequency Cache TDP Intel Xeon 6732P Processor 32 4.3 GHz 3.8 GHz 144 MB 350 W Intel Xeon 6774P Processor 64 3.90 GHz 2.50 GHz 336 MB 350 W Intel Xeon 6776P Processor 64 3.90 GHz 2.30 GHz 336 MB 350 W Intel Xeon 6716P-B Processor 40 3.5 GHz 2.5 GHz 160 MB 235 W The latter features just 40 cores and draws less power. Intel says its Xeon 6 processors with P-cores "provide the ideal combination of performance and energy efficiency" to handle the increasing demands of AI computing. This week, at Computex 2025, the company also unveiled its brand new $299 aRc Pro B50 with 16GB of memory, as well as 'Project Battlematrix' workstations with 24GB Arc Pro 60 GPUs. Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.
Yahoo
20-05-2025
- Business
- Yahoo
Analyst Explains Why Intel (INTC) is ‘Dead Money'
Intel (NASDAQ:INTC) is making moves on reports that the company is considering selling its network and edge businesses. However, many analysts believe it would take a long time for INTC to see the impact of its turnaround efforts. Christopher Rolland, Susquehanna senior analyst, said in a recent program on CNBC that Intel Corp (NASDAQ:INTC) is 'dead money' in its current strategic form. 'I do think it's dead money in its current strategic form. I would love to see this company broken up into manufacturing on one side and product on the other. I think particularly with Trump's pro-USA stance, manufacturing might even have a chance here. There's also rumors out today of increased interest in their 18A foundry operation, and I would love to see large hyperscalers building out in America using Intel.' The analyst also explained why the stock fell despite decent quarterly results. His analysis shows that Intel Corp (NASDAQ:INTC) is not seeing a broader turnaround as of yet, and it would take a long time for the investors to see some positive developments. 'The 2Q guide was light, and even though 1Q beat, there's a couple of things here to note in the presentation. So number one, they said better volumes on PC — we think that's PC-related pull-in because of tariffs. Secondly, they called out more competition. We think AMD is taking share here, even in the first quarter. And then lastly, data center, which also beat in 1Q — they noted that this was related to AI head nodes. What that means is, for every four GPUs that Nvidia sells, Intel sells one CPU for DGX. And so this was really where data center beat, which really isn't a standalone Intel product.' Intel Corp (NASDAQ:INTC) turnaround plan has many moving parts, and the stock is a hold only for those who can wait. The company is reportedly mulling a 20% reduction in workforce and a partnership with TSMC. It has already postponed its $28 billion factory project in Ohio to 2030. If the company reduces its foundry operations, it could focus on more promising areas of its business. Tariffs and trade wars are key headwinds for Intel. China imports $10 billion worth of chips from the U.S. annually, with Intel Corp (NASDAQ:INTC) U.S.-assembled CPUs accounting for $8 billion of that total. The EPS estimate for the fiscal year ending December 2026 stands at $0.86, giving the stock a forward price-to-earnings (PE) ratio of 23.44. For the fiscal year ending December 2027, the forward PE ratio drops to 13.50. This valuation is modest and attractive only if Intel Corp (NASDAQ:INTC) is able to successfully execute its turnaround plan. A technician soldering components for a semiconductor board. Invesco Growth and Income Fund stated the following regarding Intel Corporation (NASDAQ:INTC) in its Q3 2024 investor letter: 'Intel Corporation (NASDAQ:INTC): The chipmaker reported weaker-than-expected quarterly results as revenues declined and earnings were below expectations. Management also provided weaker guidance going forward; the stock fell on the news. We sold the position during the quarter. While we acknowledge the potential of INTC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INTC and that has 100x upside potential, check out our report about the cheapest AI stock. Sign in to access your portfolio


TECHx
20-05-2025
- Business
- TECHx
AI Factories Are Real and Expanding: Jensen Huang
Home » COMPUTEX » COMPUTEX 2025 » AI Factories Are Real and Expanding: Jensen Huang At COMPUTEX 2025, NVIDIA founder Jensen Huang delivered a groundbreaking keynote. He revealed a new era where AI factories replace traditional data centers. This shift is changing everything in computing. Jensen Huang opened with a bold claim: intelligence is the new industrial output. The old world of general-purpose CPUs is giving way to accelerated computing powered by GPUs. Data centers no longer just store data. They actively produce intelligence. Traditional CPUs have reached their limits. According to Huang, they cannot keep up with AI's growing demands. NVIDIA's accelerated platforms, such as the upcoming GeForce RTX 5060 and next-gen DGX systems, unlock new performance levels. Moreover, Huang introduced NVIDIA's east-west networking architecture. This innovation connects thousands of AI processors across large clusters. Thanks to Mellanox technology, NVIDIA now leads in networking critical for AI factories. What sets Huang's keynote apart is his vision beyond technology. He described how AI tools are becoming accessible to creators, researchers, and industries worldwide. From healthcare breakthroughs to digital art and autonomous machines, AI is transforming sectors at scale. Huang emphasized democratizing intelligence. Anyone, anywhere, will soon be able to build, train, and deploy AI models. This accessibility marks a major milestone in AI development. He also highlighted NVIDIA's CUDA-X platform. Huang showcased a vast ecosystem of partners using CUDA-X for applications ranging from AI-driven 6G to quantum supercomputing. He explained how a growing install base fuels more innovation and benefits. Looking ahead, Huang outlined AI's future phases: agentic AI that thinks and acts, physical AI that understands the real world, and general robotics. These advancements drive an increasing demand for computing power. To meet this demand, Huang shared NVIDIA's latest innovations, including Grace Blackwell NVL72 systems and advanced networking tech. He mentioned large AI factory investments by CoreWeave, Oracle, Microsoft, xAI, and others worldwide. 'Factories are built because you know the answer,' Huang said. 'The more you buy, the more you make.' Taiwan plays a central role in this revolution. Huang highlighted NVIDIA's partnership with Foxconn Hon Hai and the Taiwan government. Together, they are building an AI factory supercomputer powered by NVIDIA's Blackwell infrastructure. This system will support Taiwan's researchers, startups, and industries such as TSMC. 'Having world-class AI infrastructure in Taiwan is crucial,' Huang added. He also announced NVLink Fusion, a new architecture allowing hyperscalers to build semi-custom compute solutions. This technology removes traditional bottlenecks and enables scalable, optimized AI systems. Finally, Huang introduced NVIDIA Constellation, a new Taiwan office. A dramatic video showed NVIDIA's headquarters launching into space and landing in Taiwan, symbolizing growth and commitment. In closing, Huang thanked NVIDIA's partners and Taiwan's tech community. He called the AI opportunity 'extraordinary' and 'once in a lifetime.' 'We are creating a new industry supporting AI factories, agents, and robotics — all on one architecture,' he said. At COMPUTEX 2025, Jensen Huang proved the AI future is here. It's fast, intelligent, and transforming the world — one AI factory at a time.
Yahoo
19-05-2025
- Business
- Yahoo
4 big takeaways from Jensen Huang's homecoming speech in Taiwan
One of tech's biggest celebrities, Jensen Huang, spoke on Monday at a major industry show in Taiwan. Huang said Nvidia is building a new office in northern Taipei. He also introduced a new desktop system and talked about China's DeepSeek R1 model. Taiwan's biggest tech celebrity — clad in his signature black leather jacket — ran onstage in Taipei on Monday morning with a lot to talk about. Jensen Huang's 100-minute keynote at the tech show Computex featured Nvidia's usual assortment of high-tech videos, complete with a cute robot, and praise for semiconductor hub Taiwan. The tech titan also outlined new products and a significant regional expansion. Business Insider was in the audience while Huang spoke — here are the top four takeaways from his speech. Speculation about Nvidia's new office in Taiwan has been brewing since Huang said in January that the company's current building was too small and that it was "looking for real estate." On Monday, Taipei's mayor, Chiang Wan-an, generated buzz when he showed up at Huang's keynote. Huang went on to announce that Nvidia is eying the Beitou Shilin area — home to a science park — in northern Taipei for the tech giant's new Taiwan office, named "Nvidia Constellation." The announcement was met with applause and cheers from the audience. Chiang said in a media interview following Huang's keynote that the city government welcomes Nvidia's move and will provide any necessary assistance. Huang introduced Nvidia's DGX systems, which are designed for users who want heavy-duty AI without dedicating significant storage space to a weighty server system. The physical workstation can be used as a single computer or as a central node for multiple users. "This computer is the most performance you can possibly get out of a wall socket. You could put this in your kitchen. But just barely, if you put this in your kitchen and then somebody runs the microwave, I think that's the limit," he joked. Huang said the cloud-based system — DGX Spark — will be ready in a few weeks. Nvidia is working with companies including Dell and HP on the systems. "I'll let all of our partners price it for themselves, but one thing's for sure: Everybody can have one for Christmas," Huang said. Huang talked software, too. He praised the DeepSeek R1 model, saying that it's "genuinely a gift to the world's AI industry." "The amount of computer science breakthroughs is really quite significant and has really opened up a lot of great research for researchers in the United States and around the world," Huang said. He said DeepSeek R1 — owned by the Chinese hedge fund High-Flyer — has made a "real impact" in how people think about AI and that it has made a "great contribution to the industry and the world." Shares of Nvidia and many of its peers were clobbered in January, as Wall Street grappled with how to price in the new, seemingly cheaper technology. Huang said in February that investors got it wrong because the industry will still need computing power for post-training. Huang announced an Nvidia collaboration with Taiwan Semiconductor Manufacturing Company, Foxconn — the world's largest electronics contract manufacturer — and the Taiwanese government to build an AI supercomputer for the island. Nvidia's joint effort with the Taiwanese government and Taiwan's top tech giants highlights the Santa Clara-based company's close ties to the hub of global chipmaking. Born in Tainan in southern Taiwan before he moved to the US as a child, Huang's meteoric rise to the top of tech royalty has captivated Taiwan and catapulted him to folk hero status. In Taiwan, Huang is surrounded by local media and fans who ask for selfies and autographs. The celebrity factor has also rubbed off on Nvidia, the company he cofounded, at home and abroad. The chipmaker's stock is up nearly 43% in the last year. Read the original article on Business Insider Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Business Insider
19-05-2025
- Business
- Business Insider
4 big takeaways from Jensen Huang's homecoming speech in Taiwan
Taiwan's biggest tech celebrity — clad in his signature black leather jacket — ran onstage in Taipei on Monday morning with a lot to talk about. Jensen Huang's 100-minute keynote at the tech show Computex featured Nvidia's usual assortment of high-tech videos, complete with a cute robot, and praise for semiconductor hub Taiwan. The tech titan also outlined new products and a significant regional expansion. Business Insider was in the audience while Huang spoke — here are the top four takeaways from his speech. 1. Nvidia's new office Speculation about Nvidia's new office in Taiwan has been brewing since Huang said in January that the company's current building was too small and that it was "looking for real estate." On Monday, Taipei's mayor, Chiang Wan-an, generated buzz when he showed up at Huang's keynote. Huang went on to announce that Nvidia is eying the Beitou Shilin area — home to a science park — in northern Taipei for the tech giant's new Taiwan office, named "Nvidia Constellation." The announcement was met with applause and cheers from the audience. Chiang said in a media interview following Huang's keynote that the city government welcomes Nvidia's move and will provide any necessary assistance. 2. New computer systems Huang introduced Nvidia's DGX systems, which are designed for users who want heavy-duty AI without dedicating significant storage space to a weighty server system. The physical workstation can be used as a single computer or as a central node for multiple users. "This computer is the most performance you can possibly get out of a wall socket. You could put this in your kitchen. But just barely, if you put this in your kitchen and then somebody runs the microwave, I think that's the limit," he joked. Huang said the cloud-based system — DGX Spark — will be ready in a few weeks. Nvidia is working with companies including Dell and HP on the systems. "I'll let all of our partners price it for themselves, but one thing's for sure: Everybody can have one for Christmas," Huang said. 3. DeepSeek praise Huang talked software, too. He praised the DeepSeek R1 model, saying that it's "genuinely a gift to the world's AI industry." "The amount of computer science breakthroughs is really quite significant and has really opened up a lot of great research for researchers in the United States and around the world," Huang said. He said DeepSeek R1 — owned by the Chinese hedge fund High-Flyer — has made a "real impact" in how people think about AI and that it has made a "great contribution to the industry and the world." Shares of Nvidia and many of its peers were clobbered in January, as Wall Street grappled with how to price in the new, seemingly cheaper technology. Huang said in February that investors got it wrong because the industry will still need computing power for post-training. 4. New AI supercomputer for Taiwan Huang announced an Nvidia collaboration with Taiwan Semiconductor Manufacturing Company, Foxconn — the world's largest electronics contract manufacturer — and the Taiwanese government to build an AI supercomputer for the island. Nvidia's joint effort with the Taiwanese government and Taiwan's top tech giants highlights the Santa Clara-based company's close ties to the hub of global chipmaking. Born in Tainan in southern Taiwan before he moved to the US as a child, Huang's meteoric rise to the top of tech royalty has captivated Taiwan and catapulted him to folk hero status. In Taiwan, Huang is surrounded by local media and fans who ask for selfies and autographs. The celebrity factor has also rubbed off on Nvidia, the company he cofounded, at home and abroad. The chipmaker's stock is up nearly 43% in the last year.