Artificial Intelligence - Page 13

Apple is rumored to be working on an AI tabletop robot for a 2027 release, which would revolutionize personal interactions with AI. The device sports a Pixar Lamp (Lumo) style design, with a 7-inch iPad-like display mounted on a moveable arm designed to act like a super-interactive version of Siri.

In a new article from Bloomberg, it's being reported that Apple is calling its device the "Pixar Lamp" internally, envisioned to act like a person being in the room with users, capable of back-and-forth conversations and discussions like planning trips, or where to have dinner that night.

The interactivity with the Siri-powered "Pixar Lamp" is said to be similar to how OpenAI's voice mode works, enhancing the user experience with dynamic and context-aware responses. We know that Apple is working on a next-generation version of Siri specifically for this robot, enabling the software to remember information and have more natural conversations.

NVIDIA's next-gen Rubin AI GPU architecture hasn't been delayed, after rumors flew in the last few hours that Rubin was being delayed to better fight AMD's next-gen Instinct MI450 AI accelerators.

But in a response from an NVIDIA spokesperson who said recent reports of Rubin being delayed are "incorrect" and that "Rubin is on track". This is after reports surfaced claiming NVIDIA has delayed Rubin, redesigning the chip from 1800W power to 2000W of power to better compete with AMD's next-gen Instinct MI450 AI accelerator.

The earlier report has been debunked, with official comment from NVIDIA reaffirming Rubin is on track, which last we heard there will be 5.7 million Rubin AI GPUs shipped in 2026, each with next-generation HBM4 memory and up to 1800W of power per R100 AI chip.

NVIDIA has introduced new members of the popular RTX PRO Blackwell workstation GPU family of cards, with new SFF-compatible variants now launched.

The company has launched its new RTX PRO 4000 SFF and RTX PRO 2000 workstation GPUs at SIGGRAPH 2025 this week, offering top-tier performance that slots into a SFF system. The new RTX PRO 4000 SFF replaces the RTX A4000 SFF with up to 2.5x more AI performance, 1.7x more ray tracing performance, and 1.5x more bandwidth, all within the same 70W power envelope.

NVIDIA's new RTX PRO 4000 SFF packs 24GB of GDDR7 memory with ECC, 4 x mini DP 2.1 display connections, all in a compact form factor under SFF certification, meaning the workstation GPU can be installed and use inside of smaller machines.

US authorities have been secretly placing location tracking devices inside of shipments of advanced AI chips and AI servers that are at high risk of illegal diversion into China.

In a new report from Reuters, it's being reported that the new measures have been enacted to detect AI chips being diverted through countries that are under US export restrictions, and apply only to particular shipments that are under investigation. This move shows how far the US is willing to go to enforce its chip export restrictions to China, and that's even with the Trump administration relaxing some of the US export restrictions to give China access to some advanced US-designed semiconductors.

The trackers are a decades-old investigative tool used by US law enforcement agencies, so that they can track products that are under export restrictions, including airplane parts. Trackers have been used to combat the illegal diversion of semiconductors in the past years, according to one of Reuters' sources.

Samsung Electronics has confirmed its latest HBM3E 12-Hi memory has been picked up by NVIDIA, with the company to supply 30K to 50K units of the AI memory to NVIDIA in the "near future".

In a new report from Korean media outlet Alpha Economy picked up by @Jukanrosleve on X, NVIDIA and Samsung Electronics reportedly agreed on the supply of HBM3 12-Hi memory. It's being reported that all of the Samsung HBM3E 12-Hi memory supplied will be used exclusively in liquid-cooled AI servers.

Samsung said in regards to its HBM3E 12-Hi memory supply being used exclusively in AI servers: "we cannot confirm this".

SK hynix is reportedly using the EUV process in the development of its next-gen DRAM, with its 1c DRAM (6th-generation 10nm-class) for which transitional investment will begin later this year according to new reports.

In a new report from ZDnet Korea, the outlet reports from industry sources that SK hynix plans to use 5 or more EUV layers on its new 1c DRAM. SK hynix first applied EUV to one layer of its 1c DRAM (4th-generation 10nm-class) which was later expanded to four layers for its 1b DRAM.

In the future, 1c DRAM will increase the number of EUV layers to five or more, with SK hynix the first to develop 16Gb (gigabit) DDR5 DRAM based on the new 1c DRAM process, with plans to convert investments into 1c DRAM in the second half of this year.

NVIDIA has just opened up pre-orders for its new Jetson AGX Thor Developer Kit, a new mini AI supercomputer packing industry-leading performance ready for humanoid robots, for $3499. Check it out:

Inside, the new NVIDIA Jetson AGX Thor Dev Kit features an NVIDIA Jetson T5000 with Blackwell GPU, featuring 2070 FP4 TFLOPS of AI compute power, with a 14-core Arm Neoverse-V3AE 64-bit CPU, and 128GB of LPDDR5 memory on a 256-bit memory bus with up to 273GB/sec of memory bandwidth.

The overall design resembles NVIDIA's in-house GeForce RTX series Founders Edition graphics cards, with a heatsink and fan keeping the Jetson T5000 with Blackwell GPU cool, a 1TB NVMe SSD + Wi-Fi 6e module, and rich I/O that includes an HDMI 2.1 connector, DisplayPort connector, super-fast 5GbE ethernet port, 2 x USB-C and 2 x USB-A ports.

SK hynix president says the HBM memory market will grow at 30% per year through to 2030, with leading AI GPUs from NVIDIA and AMD using the best HBM they can get, and the AI market isn't slowing down any time soon.

The upbeat projection for global growth of HBM used in AI chips brushes off any concerns in rising price pressures in a sector that, for decades, has been treated like commodities such as oil or coal, reports Reuters. US cloud companies like Amazon, Microsoft, and Google are spending hundreds of billions of dollars on AI servers, which is very healthy for one of the key ingredients: HBM.

SK hynix's Choi Joon-yong, the head of HBM business planning at SK hynix, said: "AI demand from the end user is pretty much, very firm and strong".

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."