Elon Musk, xAI 공식설립
"A new company founded by Elon Musk that sets out to understand the universe; We are a separate company from X Corp, but will work closely with X (Twitter), Tesla, and other companies to make progress towards our mission.”
https://x.ai/
"A new company founded by Elon Musk that sets out to understand the universe; We are a separate company from X Corp, but will work closely with X (Twitter), Tesla, and other companies to make progress towards our mission.”
https://x.ai/
x.ai
Welcome | xAI
xAI is an AI company with the mission of advancing scientific discovery and gaining a deeper understanding of our universe.
Camtek(CAMT US), 다수의 Tier-1 고객으로부터 칩렛 모듈, HBM관련 42대 장비 수주 확보. 하반기 인도 예정
https://www.camtek.com/news-and-events/camtek-receives-orders-for-42-systems-from-tier-1-manufacturers-for-heterogeneous-integration-hbm-and-fan-out-applications/
https://www.camtek.com/news-and-events/camtek-receives-orders-for-42-systems-from-tier-1-manufacturers-for-heterogeneous-integration-hbm-and-fan-out-applications/
Camtek
Camtek Receives Orders for 42 Systems from Tier-1 Manufacturers for Heterogeneous Integration, HBM and Fan-out Applications - Camtek
Order momentum increases expectations for a stronger second half of 2023 MIGDAL HAEMEK, Israel – July 13, 2023 – Camtek...
중국 수출제품, A800대신 H800물량 집중 확대 계획
https://wccftech.com/nvidia-plans-to-reduce-production-of-a800-ai-gpus-focus-on-h800-for-china/
https://wccftech.com/nvidia-plans-to-reduce-production-of-a800-ai-gpus-focus-on-h800-for-china/
Wccftech
NVIDIA Plans to Reduce Production of A800 AI GPUs & Focus On H800 For China
NVIDIA plans to drastically reduce the supply of its Chinese-oriented A800 AI GPU as it aims to bump up sales for the H800.
Western Digital and Japan's Kioxia Seek to Reach Merger Deal by August
https://technewsspace.com/kioxia-will-merge-with-western-digitals-flash-memory-business-in-august/
https://technewsspace.com/kioxia-will-merge-with-western-digitals-flash-memory-business-in-august/
Tech News Space
Kioxia will merge with Western Digital’s flash memory business in August
After several months of negotiations, Western Digital and Kioxia will enter into a merger agreement in August. The deal will be formalized as a spin-off of
Wolfspeed, 내부 검토 결과 최근 중국의 갈륨/게르마늄 통제가 공급망에 미치는 영향은 제한적
https://investor.wolfspeed.com/news/news-details/2023/Wolfspeed-Supply-Chain-Not-Impacted-by-China-Export-License-Control-of-Gallium-and-Germanium/default.aspx
https://investor.wolfspeed.com/news/news-details/2023/Wolfspeed-Supply-Chain-Not-Impacted-by-China-Export-License-Control-of-Gallium-and-Germanium/default.aspx
Wolfspeed
Wolfspeed Supply Chain Not Impacted by China Export License Control of Gallium and Germanium
Today, Wolfspeed, Inc. (NYSE: WOLF), the global leader in silicon carbide technology, issued the following statement regarding the recent decision by the Chinese Ministry of Commerce to restrict the export of gallium and germanium which is scheduled to take…
Forwarded from 김수진
✅ MS365 Copilot 가격 확정
1. MS365 Copilot
- 오피스 프로그램에 ChatGPT를 탑재해 자연어로 오피스 문서 작성을 지원하는 기능
- 기존 문서 요약 기능, 답장 메일 작성 등 생산성 제고 가능
2. 대상: MS365 기업용 제품 사용자
3. 인상폭: 사용자 한 명 당 월 30달러 추가 부과
eg. E3 사용자가 Copilot을 사용하려면 월 $36+$30=$65
4. 기존 가격
- E3: $36 / Business Premium $22 / Business Standard: $12.5 등
- 기존 제품에는 MS오피스, 팀즈, 원드라이브 등 포함
5. 의의
- 올해 6월 초 600여개 기업에서 MS365 Copilot Early Access를 통한 테스트 개시
- 테스트 프로그램에 참여한 기업들은 1천명 당 10만 달러 수준의 비용 납부했다는 사실이 보도
- 1천명 당 10만달러는 기존 오피스 프로그램에 40% 인상된 가격으로 현재 확정된 가격 인상분과 유사하며
- 큰 폭의 비용 부담 증가에도 테스트에 참여한 기업들이 MS365 Copilot 사용을 지속할 의사가 충분했음을 시사
1. MS365 Copilot
- 오피스 프로그램에 ChatGPT를 탑재해 자연어로 오피스 문서 작성을 지원하는 기능
- 기존 문서 요약 기능, 답장 메일 작성 등 생산성 제고 가능
2. 대상: MS365 기업용 제품 사용자
3. 인상폭: 사용자 한 명 당 월 30달러 추가 부과
eg. E3 사용자가 Copilot을 사용하려면 월 $36+$30=$65
4. 기존 가격
- E3: $36 / Business Premium $22 / Business Standard: $12.5 등
- 기존 제품에는 MS오피스, 팀즈, 원드라이브 등 포함
5. 의의
- 올해 6월 초 600여개 기업에서 MS365 Copilot Early Access를 통한 테스트 개시
- 테스트 프로그램에 참여한 기업들은 1천명 당 10만 달러 수준의 비용 납부했다는 사실이 보도
- 1천명 당 10만달러는 기존 오피스 프로그램에 40% 인상된 가격으로 현재 확정된 가격 인상분과 유사하며
- 큰 폭의 비용 부담 증가에도 테스트에 참여한 기업들이 MS365 Copilot 사용을 지속할 의사가 충분했음을 시사
Cloud service providers looking at AMD's LLM chip as alternative to Nvidia's, say sources - Digitimes Alert
AT&T, 철거계획 중지 후 케이블 상황 파악중, 문제가된 케이블은 구식 라인중 10% 정도 수준으로 파악
https://www.wsj.com/articles/at-t-halts-plans-to-remove-lead-cables-in-lake-tahoe-99ab12ca
https://www.wsj.com/articles/at-t-halts-plans-to-remove-lead-cables-in-lake-tahoe-99ab12ca
WSJ
AT&T Halts Plans to Remove Lead Cables in Lake Tahoe
Company estimates lead-clad cables represent less than 10% of its legacy phone network.
Apple Tests ‘Apple GPT,’ Develops Generative AI Tools to Catch OpenAI
https://www.bloomberg.com/news/articles/2023-07-19/apple-preps-ajax-generative-ai-apple-gpt-to-rival-openai-and-google?in_source=embedded-checkout-banner
https://www.bloomberg.com/news/articles/2023-07-19/apple-preps-ajax-generative-ai-apple-gpt-to-rival-openai-and-google?in_source=embedded-checkout-banner
Bloomberg.com
Apple Tests ‘Apple GPT,’ Develops Generative AI Tools to Catch OpenAI
Apple Inc. is quietly working on artificial intelligence tools that could challenge those of OpenAI Inc., Alphabet Inc.’s Google and others, but the company has yet to devise a clear strategy for releasing the technology to consumers.
AMD's global server CPU market share tops 25%, said Lisa Su
https://www.digitimes.com/news/a20230720PD202/ai-gpu-amd-mi300-nvidia-tsmc.html
https://www.digitimes.com/news/a20230720PD202/ai-gpu-amd-mi300-nvidia-tsmc.html
DIGITIMES
AMD's global server CPU market share tops 25%, says Lisa Su
As the market's attention is focusing on AMD's confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter of the year, AMD CEO Lisa Su disclosed that AMD's server market share has continued…
Supermicro (SMCI US)
4Q23 FY 실적 업데이트
(현지 시간 8일 실적발표 예정)
- 기존 가이던스 17-19억달러 vs 신규 가이던스 21.5-21.8억달러
- 기존 EPS 가이던스 $2.21-2.71 (컨센 $2.54) vs 신규 EPS 가이던스 $3.35-3.45
4Q23 FY 실적 업데이트
(현지 시간 8일 실적발표 예정)
- 기존 가이던스 17-19억달러 vs 신규 가이던스 21.5-21.8억달러
- 기존 EPS 가이던스 $2.21-2.71 (컨센 $2.54) vs 신규 EPS 가이던스 $3.35-3.45
웨이퍼 하나를 단일 칩으로 제작하는 AI 스타트업 Cerebras, UAE 'G42'과 1억 달러 규모 계약 체결
https://www.zdnet.com/article/ai-startup-cerebras-built-a-gargantuan-ai-computer-for-abu-dhabis-g42-with-27-million-ai-cores/
https://www.zdnet.com/article/ai-startup-cerebras-built-a-gargantuan-ai-computer-for-abu-dhabis-g42-with-27-million-ai-cores/
ZDNET
Cerebras just built a gargantuan computer system with 27 million AI 'cores'
Condor Galaxy is the first stage in Cerebras' partnership with Abu Dhabi's G42 expected to ultimately lead to hundreds of millions of dollars for a clustered system spanning multiple continents.
Lisa Su, the company will "consider other manufacturing capabilities" besides TSMC to make AMD-designed chips to "ensure that we have the most resilient supply chain."
Su said that "for advanced [chip] development, we don't have anything [planned] currently,"
https://asia.nikkei.com/Business/Tech/Semiconductors/AMD-will-consider-other-partner-foundries-to-TSMC-CEO
Su said that "for advanced [chip] development, we don't have anything [planned] currently,"
https://asia.nikkei.com/Business/Tech/Semiconductors/AMD-will-consider-other-partner-foundries-to-TSMC-CEO
Nikkei Asia
AMD will consider 'other' partner foundries to TSMC: CEO
U.S. chipmaker is open to diversifying foundries amid Taiwan risks
Apple Aims to Keep iPhone Shipments Steady Despite 2023 Turmoil
Apple targets 85 million units, roughly in line with last year
https://www.bloomberg.com/news/articles/2023-07-24/apple-aims-to-keep-iphone-shipments-steady-despite-2023-turmoil
Apple targets 85 million units, roughly in line with last year
https://www.bloomberg.com/news/articles/2023-07-24/apple-aims-to-keep-iphone-shipments-steady-despite-2023-turmoil
Bloomberg.com
Apple Aims to Keep iPhone Shipments Steady Despite 2023 Turmoil
Apple Inc. is asking suppliers to produce about 85 million units of the iPhone 15 this year, roughly in line with the year before, according to people familiar with the matter.