DeepSeek's CEO, Liang Wenfeng, has disclosed a number of valuable nuggets in an investor-focused conference call, spilling the beans on China's compute deficit, the superiority of NVIDIA's GB300 GPUs, Huawei's meticulous catch-up, and DeepSeek's ongoing work on data annotation. DeepSeek's Wenfeng Says Huawei's Atlas 950 SuperPoD can fully substitute NVIDIA's GB300 NVL rack, but for every GB300 GPU DeepSeek needs 4x Ascend GPUs DeepSeek's Wenfeng disclosed a slew of valuable information in a recent investor conference call, noting that the AI lab's available compute only allows for models that activate around 10 billion parameters at any given time vs. the […]

Read full article at https://wccftech.com/deepseek-ceo-believes-nvidia-is-now-digging-its-own-grave-even-as-1-nvidia-gb300-gpu-equals-4-huawei-acend-950-gpus/

Google is reportedly working with Marvell on the development of two chips, one of which optimizes existing TPUs, & the other one is a next-gen TPU design. Google Might Join Forces With Marvell To Further Enhance the TPU Ecosystem For Next-Gen AI Models Talks between Google & Marvell have commenced on the development of two brand new chips for AI inference, reports The Information. Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, according to two people with direct knowledge of the discussions. One is a memory processing unit designed […]

Read full article at https://wccftech.com/google-pulls-marvell-into-a-two-chip-tpu-plan-reshaping-ai-inference-for-asics/