Artificial Intelligence - Page 10

Tesla has reportedly disbanded its Dojo supercomputer team, with its leader leaving the company and increasing its reliance on external technology partners like NVIDIA and AMD for compute power.

In a new report from Bloomberg, we have heard that Tesla is disbanding its Dojo supercomputer team, which was working on in-house AI chips for driverless technology. Peter Bannon was leading Dojo, and is departing the company with Tesla CEO Elon Musk ordering the Dojo supercomputer effort to be shut down, according to Bloomberg's sources.

The Dojo team lost around 20 workers recently to newly-formed DensityAI, with remaining Dojo workers being reassigned to other data center and compute projects inside Tesla.

The official Windows channel on YouTube has posted a new video where David Weston, Corporate Vice President of Enterprise & OS Security at Microsoft, talks about what using Windows in 2030 might look like. And that vision doesn't include using a keyboard and mouse to navigate Windows to open up a browser or fire up Explorer or an app like Steam.

"The world of mousing around and keyboarding around and typing will feel as alien as it does to Gen Z to use DOS," David Weston says. So then, if we're not "mousing around," how will we interact with our Windows PCs? AI Agents. In this relatively strange vision of Windows in 2030, you'll talk to your team of AI Agents with natural language and get them to do everything for you.

"These agents will be net amplifiers and enable us to do things that we could only dream of just a few years ago," David explains. "I think we will do less with our eyes and more talking to our computers. The computer will be able to see what we see, (listen to) what we hear, and we can talk to it, and ask it to do much more sophisticated things. I think this will be a much more natural form of communication."

Samsung Electronics has reportedly started sample production of its next-gen HBM4 memory, ready to head over to NVIDIA for validation.

In a new report picked up by @Jukanrosleve on X, Samsung has reportedly commenced sample production of its next-generation HBM4, with these samples targeted for qualification by NVIDIA, and if it goes without a hitch, it would mark a shift in competitive landscape for the global memory market, especially against fellow South Korean memory rival, SK hynix.

Samsung reportedly started producing HBM4 sample wafers at its Pyeongtaek Campus, with the production of the HBM4 samples made for the purpose of testing and certification by global AI semiconductor companies, like NVIDIA.

SK hynix has reportedly "drastically" raised next-gen HBM4 supply pricing, as it is at a "war of nerves" with NVIDIA.

In a new report from Chosun picked up by @Jukanrosleve on X, we're hearing that SK hynix has decided to supply its 6th generation HBM (HBM4) 12-Hi stack memory to NVIDIA in the first half of this year at a price approximately 70% higher than its 5th generation HBM (HBM3E).

However, negotiations for additional HBM supply volumes are reportedly progressing slower than expected, presumably because Samsung and Micron are entering the HBM4 supply chain, with both companies delivering their own HBM4 samples. Until now, SK hynix has dominated over 90% of the cutting-edge HBM memory provided to NVIDIA, but starting with next-gen HBM4, Samsung and Micron will be expanding their supply volumes.

A couple of months ago there was a proposal from a US lawmaker that would mandate on-chip location verification and boot restrictions for AI chips, aiming to stop NVIDIA AI GPUs from being smuggled into China, and now NVIDIA has directly responded to this.

NVIDIA said in a recent blog post that "NVIDIA GPUs do not and should not have kill switches and backdoors" after some pundits and policymakers proposed requiring hardware "kill switches" or built-in controls that could remotely disable GPUs without user knowledge and content, with NVIDIA noting "some suspect they might already exist".

The company writes: "NVIDIA has been designing processors for over 30 years. Embedding backdoors and kill switches into chips would be a gift to hackers and hostile actors. It would undermine global digital infrastructure and fracture trust in U.S. technology. Established law wisely requires companies to fix vulnerabilities - not create them".

NVIDIA's successor to the tweaked B30 AI GPU for China is reportedly the Rubin R30 AI GPU according to investment banking and capital market firm Jefferies.

In a note picked up by insider @Jukanrosleve, Jefferies expects the annual NVIDIA chip procurement by China in 2027 to account for 1 million H20 as well as 70,000 more powerful H100 AI GPUs. In 2025, they're estimating 1.8 million H20 AI GPUs and 50,000 H100 AI GPUs, while in 2026 they're expected to shift to 1.2 million new B30 AI GPUs and 50,000 of the more powerful Blackwell B200 AI GPUs, while the orders drop slightly in 2027 with 1 million B30 and 50,000 B200 AI GPUs.

However, Jefferies says things will change in 2028 with the next-gen Rubin R30 AI GPU which we haven't heard about until now. The headlines have been filled with the Hopper H20 and H100 AI GPUs, with the new tweaked-for-China B30 preparing for release in Q4 with performance said to be 10-20% slower than H20, but B30 will cost 30-40% less.

With AI image generation easily accessible and popular models from Dall-E, Stable Diffusion, and Midjourney delivering realistic results, you're probably not surprised that some people are unable to tell the difference between a real photo and an AI-generated image.

A new study from Microsoft, which included 287,000 "image evaluations" with over 12,000 participants, shows that people can only accurately tell the difference between real and AI-generated images 62% of the time. An alarming figure, and one that showcases how far AI image generation has come, and the need for AI-detection tools so people are aware that what they're looking at is, well, "fake."

If you're thinking that you'd be in the top percentile that can tell an AI photo from the real thing, you can take the quiz used in the research paper to find out. Simple head here and take the 'Real or Not?' quiz to see how you fare. Prepare to be humbled, as it can be a lot harder than it looks.

In a recent earnings call, Meta CEO Mark Zuckerberg discussed the future and how AI will be integrated into our everyday lives, specifically with a device that enables the AI to see what we see, hear what we hear, and speak directly to us.

That device is smart glasses, or AI-infused smart glasses. Zuckerberg believes that in the future, if you don't have AI smart glasses or some way to immediately interact with AI, "probably [going to be] at a pretty significant cognitive disadvantage compared to other people." This take from Zuckerberg isn't surprising, and when looking ahead, generally it does make sense for smart glasses to be the device to one day make the smartphone obsolete, given the small form factor, familiarity with the form factor, and already established societal integration.

However, for smartphones to be made obsolete, the glasses would need to at the very least do everything a standard smartphone can do, while maintaining a similar price. The tech just isn't there yet, but Meta is working on that. Meta has been working on smart glasses such as its Ray-Ban Meta glasses and Oakley Meta glasses that enable users to listen to music, take photos and videos, and ask Meta AI questions about what they are looking at in real life.

NVIDIA is reportedly considering the move to CoWoP (Chip-on-Wafer-on-Platform) PCB packaging for its next-gen Rubin R150 AI GPUs.

In a new report from Digitimes, their sources have said NVIDIA is looking into CoWoP PCB packaging for its next-gen AI GPUs, with CoWoP (Chip-on-Wafer-on-Platform) PCB removing the package substrate and connects the interposer directly onto the motherboard.

There are some major benefits to using CoWoP with Signal and Power integrity improvements, reduction in substrate losses, and bringing the voltage regulation closer to the main GPU die. These interfaces also increase the NVLink IC capabilities, while CoWoP packaging also doesn't require a package lid, which means the thermal solution is capable of making direct contact with the silicon. This means reduced costs as there's no need for a package lid, as it's eliminated with CoWoP.

Microsoft has launched a new experimental and free Copilot Mode for its Edge browser, which integrates AI features and grants AI access to view your tabs. Microsoft says that it's designed as a collaborator that "cuts through clutter and removes friction" while being built with the "highest Microsoft standards" for security, privacy, and performance.

How does it work? Well, once you open up a new tab in Edge with Copilot Mode, you'll be presented with a clean and straightforward page containing the Copilot input box that combines "chat, search, and web navigation." Yes, the AI will also have visibility of all the tabs you have open, so you can ask it to do things like compare and answer questions about the things you're looking at.

One of the earliest examples in Microsoft's videos explaining the new Copilot Mode feature includes a traveller looking at a variety of hotels and wondering which one is located closest to the beach that also includes a full kitchen.

Samsung Electronics has secured a $16.5 billion contract to make 2nm chips for Tesla, which will be made at Samsung's new semiconductor fab in Texas, and will be produced for Tesla at a loss.

The new order for Tesla has been analyzed as a "loss-making order" that prioritizes securing references over profitability, and that Samsung looks to be taking the $16.5 billion order as a reference point to make a "blessing in disguise" for its foundry business.

Furthermore, the completion of its new Taylor semiconductor fab, collaboration with Tesla is expected to strengthen, and that there's anticipation growing that the Tesla order will lead to increased transactions with big tech companies like Google and Qualcomm.

AI is everywhere you look in the tech space, and other spaces for that matter, so it didn't come as a surprise that the current administration held a 'Winning the AI Race' summit in Washington. With all the big players in the AI space attending and speaking at the event, including NVIDIA CEO Jensen Huang, President Trump also took the time to discuss AI. Specifically, what he thought about the name.

It turns out that President Trump is a big fan of U.S. leadership in all things artificial intelligence, but he has one glaring issue that he'd like to have resolved. No, it's not news that NVIDIA and TSMC were planning on manufacturing the next generation of Vera Rubin chips in America. It's the name.

"Around the globe, everyone is talking about artificial intelligence," Trump said. "Artificial, I can't stand it. I don't even like the name. I don't like anything that's artificial, so could we straighten that out, please? We should change the name. I actually mean that."

The AI industry is reportedly preparing to spend "trillions of dollars" securing AI hardware, with Elon Musk's xAI planning to acquire the compute power equivalent to 50 million NVIDIA H100 AI GPUs.

In a new post on X, Musk said: "230k GPUs, including 30k GB200s, are operational for training Grok @xAI in a single supercluster called Colossus 1 (inference is done by our cloud providers). At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks. As Jensen Huang has stated, @xAI is unmatched in speed. It's not even close".

xAI's massive AI supercomputer cluster is called the Colossus 2, and it'll be online in the coming weeks, powered by NVIDIA GB200 and GB300 AI servers, with a total count of 550,000 units. Just on these numbers alone, that means xAI has spent around $2 trillion getting Colossus online, which is a colossal (pun intended) amount of money.

NVIDIA AI hardware worth over $1 billion has been smuggled into China, even the huge GB200 AI servers that weigh up to two tons, in the middle of a chip ban.

NVIDIA GB200 AI servers and AI GPUs are always available on Chinese black markets, with a new report from the Financial Times claiming that over $1 billion of AI hardware has ended up on China's AI black markets since the US government imposed strict export controls, including NVIDIA GB200 AI servers.

The Financial Times has had eyes-on with multiple sales contracts and filings, revealing that China's AI black markets are most interested in the NVIDIA GB200 AI servers, and that they're available in local markets. The US government banned the H20 AI GPU and quickly after the H20 banned, distributors were still getting their hands on them through multiple means: trade loopholes or grey channels that haven't been fixed by the US government.

Elon Musk has announced xAI will be resurrecting the popular short-form video app Vine, but there will be a big catch - it will be in AI form.

Musk took to his personal X account to announce the news, with the Tesla and SpaceX CEO writing, "We're bringing back Vine, but in AI form." Currently, it remains unclear what Musk exactly means by "AI form" as no further context was provided.

For those who don't know, Vine was an extremely popular short-form video-sharing app that played a pivotal role in internet culture. Users would upload 6-second looping videos that were easily shareable. The platform gave rise to many celebrities who are prominent on social media platforms today, such as Logan Paul, Shawn Mendes, David Dobrik, and others.

The Velvet Sundown is a band that is gaining intense popularity with the release of the song "Dust On the Wind," which is a track from the band's debut album, Floating on Echoes, which was published on Spotify on June 5.

Floating on Echoes has since exploded in popularity, with Dust On the Wind being streamed more than two million times on the platform, and the other songs on the album being streamed hundreds of thousands of times.

Listeners were surprised to see that Velvet Sundown, a band that includes singer Gabe Farrow, guitarist Lennie West, keyboardist Milo Rains, and drummer Orion "Rio" Del Mar, was able to release a second album on June 20, called Dust And Silence. An unusually fast turnaround time for even an extremely adept band, let alone an up-and-comer.

The rise of artificial intelligence-powered chatbots such as ChatGPT, while technologically impressive and undoubtedly useful in various situations, is also creating problems that appear to be mounting.

It wasn't too long ago that a ChatGPT user proposed to the AI-powered software after they confessed their love to it. ChatGPT accepted, and the partner of the individual who proposed was shocked at the relationship dynamic between the individual and ChatGPT.

Now, ChatGPT has confessed to contributing to episodes of mania developed in a 30-year-old man on the autism spectrum that had no previous diagnoses of mental illness. Jacob Irwin was hospitalized twice in May for manic episodes after he asked ChatGPT to find flaws in his theory on faster-than-light travel.

One of the key parts in Samsung returning to competitiveness in the HBM market lies with its new 1c DRAM, which will be an integral part of its next-gen HBM4 memory ready to fight SK hynix and Micron in the AI battle of 2026 with HBM4.

In a new report from TheElec picked up by insider @Jukanrosleve on X, we're hearing that Samsung has delayed its 12-stack HBM4 memory based on its new 1c DRAM until 2026. Samsung had originally aimed for mass production in the second half of this year, but it is being more cautious with its HBM4 rollout, setting a new target for Production Readiness Approval (PRA) in Q4 2025.

Samsung redesigned its 1c DRAM process, with performance improvements and yields that have reportedly reached 65%, with a source familiar with the matter adding: "the company has internally set the goal for HBM4 12-stack PRA in Q4. This means mass production is now targeting next year, not this year. Based on small-scale sample tests conducted at the R&D fab, the 1c DRAM yield recorded 65%, which is a hopeful situation.

ChatGPT usage has jumped in a big way over the course of 2025, and according to a new report, the AI is now dealing with over 2.5 billion queries every day.

As you might expect, those are mostly from free users, and this is data from Axios, which contends that 330 million daily prompts are from people in the US.

To put these figures into perspective, as TechRadar (which flagged the report) observes, at the end of 2024, Sam Altman told us that ChatGPT was crunching through around a billion prompts on a daily basis.

OpenAI CEO Sam Altman took to X to confirm that the AI firm will have over 1 million GPUs online by the end of the year, which is an impressive statistic to visualize. However, as you try to picture what 1 million cutting-edge GPUs looks like, Sam Altman added that he'd much rather see 100 million GPUs go online.

After saying that he's "very proud of the team" for reaching the 1 million GPU milestone, he joked that they "better get to work figuring out how to 100x that." To put this figure into perspective, xAI's headline-grabbing Grok 4 model is powered by around 200,000 NVIDIA H100 GPUs, which suggests OpenAI is working with five times the GPU power as xAI.

The 100 million GPU figure is not currently feasible, as earlier this year, Sam Altman announced that OpenAI was delaying the release of its GPT 4.5 model because it was "out of GPUs." Which is a good problem to have if you're NVIDIA, as companies like OpenAI, xAI, Microsoft, and others are buying up GPUs as quickly as they can be produced.