Latest news with #Feynman
Yahoo
7 days ago
- Business
- Yahoo
Elon Musk: 1M Nvidia GPUs? Nah, My Supercomputers Need the Power of 50M
Elon Musk isn't stopping at acquiring 1 million Nvidia GPUs for AI training. The billionaire wants millions more as his startup xAI races to beat the competition on next-generation AI systems. Musk today tweeted that xAI aims for compute power that's on par with 50 million Nvidia H100 GPUs, the enterprise-grade graphics chip widely used for AI training and running chatbots. "The xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years,' he said. Musk's tweet comes a day after rival Sam Altman, the CEO of OpenAI, wrote in his own post about plans to run 'well over 1 million GPUs by the end of this year,' with the goal of exponentially scaling up the compute power by '100x.' Meta CEO Mark Zuckerberg, meanwhile, has a similar goal; he wants mega data centers devoted to developing AI super intelligence. These growing AI investments underscore how expensive it is to scale up (and attract top talent). Musk's tweet doesn't mean he'll try to buy 50 million GPUs, though. The H100 was introduced in 2022 before Nvidia began offering more powerful models, including in the GB200, which can reportedly deliver an up to 2.5 times performance boost. Nvidia has also released a roadmap that outlines two additional GPU architectures, Rubin and Feynman, which promise to unleash more powerful AI chips in the coming years with improved power efficiency. Still, Musk's xAI will likely need to buy millions of Nvidia GPUs to reach his goal. In the meantime, Musk said in another tweet that xAI's Colossus supercomputer in Memphis, Tennessee, has grown to 230,000 GPUs, including 30,000 Nvidia GB200s. His company is also building a second Colossus data center that'll host 550,000 GPUs made up of Nvidia's GB200s and more advanced GB300 chips. This compute power requires enormous amounts of electricity; xAI is using gas turbines at the Colossus site, which environmental groups say are worsening the air pollution in Memphis.
Yahoo
7 days ago
- Business
- Yahoo
Elon Musk: 1M Nvidia GPUs? Nah, My Supercomputers Need the Power of 50M
Elon Musk isn't stopping at acquiring 1 million Nvidia GPUs for AI training. The billionaire wants millions more as his startup xAI races to beat the competition on next-generation AI systems. Musk today tweeted that xAI aims for compute power that's on par with 50 million Nvidia H100 GPUs, the enterprise-grade graphics chip widely used for AI training and running chatbots. "The xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years,' he said. Musk's tweet comes a day after rival Sam Altman, the CEO of OpenAI, wrote in his own post about plans to run 'well over 1 million GPUs by the end of this year,' with the goal of exponentially scaling up the compute power by '100x.' Meta CEO Mark Zuckerberg, meanwhile, has a similar goal; he wants mega data centers devoted to developing AI super intelligence. These growing AI investments underscore how expensive it is to scale up (and attract top talent). Musk's tweet doesn't mean he'll try to buy 50 million GPUs, though. The H100 was introduced in 2022 before Nvidia began offering more powerful models, including in the GB200, which can reportedly deliver an up to 2.5 times performance boost. Nvidia has also released a roadmap that outlines two additional GPU architectures, Rubin and Feynman, which promise to unleash more powerful AI chips in the coming years with improved power efficiency. Still, Musk's xAI will likely need to buy millions of Nvidia GPUs to reach his goal. In the meantime, Musk said in another tweet that xAI's Colossus supercomputer in Memphis, Tennessee, has grown to 230,000 GPUs, including 30,000 Nvidia GB200s. His company is also building a second Colossus data center that'll host 550,000 GPUs made up of Nvidia's GB200s and more advanced GB300 chips. This compute power requires enormous amounts of electricity; xAI is using gas turbines at the Colossus site, which environmental groups say are worsening the air pollution in Memphis.
Yahoo
01-07-2025
- Business
- Yahoo
TSMC's AI Breakthrough: Path to a $90 Billion Windfall
July 1 - Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) shares edged up on Tuesday, underlining renewed investor interest in its AI growth trajectory. Needham analyst Charles Shi outlined a path for TSMC to reach roughly $90 billion in AI-driven revenue by 2029, based on the company's own targets and projected AI accelerator shipments. Shi's model suggests TSMC doesn't need dramatic increases in unit volume to hit its goal. Instead, he points to significant silicon content growth from adding more compute dies per package and shifting to custom high?bandwidth memory base dies. While Shi retains a Buy rating on TSMC and has lifted his price target to $270 from $225, he warns AI revenue may slow into 2026 due to a pause in AI accelerator volumes and limited silicon growth in NVIDIA (NASDAQ:NVDA) Rubin products. Looking ahead, Shi expects AI revenue to grow about 20% year?on?year in 2026, then accelerate to nearly 40% in 2027 and 45% in 2028 as new products like Rubin Ultra and Feynman drive higher silicon content. The forecast underscores TSMC's pivotal role in powering the next wave of AI innovation. Based on the one year price targets offered by 17 analysts, the average target price for Taiwan Semiconductor Manufacturing Co Ltd is $223.45 with a high estimate of $265.34 and a low estimate of $119.37. The average target implies a downside of -1.73% from the current price of $227.38. Based on GuruFocus estimates, the estimated GF Value for Taiwan Semiconductor Manufacturing Co Ltd in one year is $244.12, suggesting a upside of +7.36% from the current price of $227.38. This article first appeared on GuruFocus.
Yahoo
05-06-2025
- Business
- Yahoo
Nvidia Retains Top Pick as AI Momentum Grows
Nvidia (NASDAQ:NVDA) remains a top sector pick after Bank of America's Vivek Arya returned from investor events in San Francisco with very positive feedback on AI demand, reaffirming his Buy rating and maintaining a $180 price target. Arya noted that Nvidia's Blackwell rack-scale systems now account for about 70% of compute sales, with Blackwell Ultra production slated to begin in Q2 alongside Rubin and Feynman on track, underscoring seamless generational transitions and limited ramp costs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. He highlighted that the recent lifting of AI Diffusion export rules opens a sovereign AI growth vectorsovereign governments and CSPs are expected to build their own foundational models, expanding Nvidia's addressable market beyond hyperscalers. Addressing China-related risks, Arya emphasized that Nvidia considers its China AI exposure fully de-risked after H20 export restrictions, meaning any future sales into the $50 billion China AI TAM would be incremental upside, as current data center forecasts exclude China revenues. Management's guidance around Blackwell execution and the de-risked China outlook alleviates investor concerns that had restrained the stock over the past year. With the GB200 NVL systems fully ramping and strong cloud and enterprise interest, Nvidia's positioning in the ongoing AI wave appears reinforced even as macro uncertainties persist. Investors should care because these developments validate Nvidia's roadmap and could drive upside to consensus estimates, especially if sovereign commitments and China re-entry accelerate. Also, from the chart we can see that consensus estimates point to over a 20% bump from its current price. In fact, the GF value is at $273, which is an enormous upside from current levels. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
05-06-2025
- Business
- Yahoo
Nvidia Retains Top Pick as AI Momentum Grows
Nvidia (NASDAQ:NVDA) remains a top sector pick after Bank of America's Vivek Arya returned from investor events in San Francisco with very positive feedback on AI demand, reaffirming his Buy rating and maintaining a $180 price target. Arya noted that Nvidia's Blackwell rack-scale systems now account for about 70% of compute sales, with Blackwell Ultra production slated to begin in Q2 alongside Rubin and Feynman on track, underscoring seamless generational transitions and limited ramp costs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. He highlighted that the recent lifting of AI Diffusion export rules opens a sovereign AI growth vectorsovereign governments and CSPs are expected to build their own foundational models, expanding Nvidia's addressable market beyond hyperscalers. Addressing China-related risks, Arya emphasized that Nvidia considers its China AI exposure fully de-risked after H20 export restrictions, meaning any future sales into the $50 billion China AI TAM would be incremental upside, as current data center forecasts exclude China revenues. Management's guidance around Blackwell execution and the de-risked China outlook alleviates investor concerns that had restrained the stock over the past year. With the GB200 NVL systems fully ramping and strong cloud and enterprise interest, Nvidia's positioning in the ongoing AI wave appears reinforced even as macro uncertainties persist. Investors should care because these developments validate Nvidia's roadmap and could drive upside to consensus estimates, especially if sovereign commitments and China re-entry accelerate. Also, from the chart we can see that consensus estimates point to over a 20% bump from its current price. In fact, the GF value is at $273, which is an enormous upside from current levels. This article first appeared on GuruFocus. 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
