Etiquetas: GPUs

Microsoft says it has achieved a breakthrough in cooling AI processors by using a micro‑fluidic system that channels coolant through tiny etched channels on the chip. The approach, which the company claims can deliver up to three times better cooling and cut silicon temperature rise by roughly 65 percent, could enable higher performance, tighter server packing and modest sustainability gains. Microsoft highlights the potential for more aggressive overclocking, reduced data‑center latency and improved waste‑heat utilization, positioning the innovation as a step toward more efficient AI workloads. Leer más

China's State Administration for Market Regulation has opened an investigation into NVIDIA's $6.9 billion purchase of Mellanox, asserting that the deal violated national antitrust laws and the conditions China set when it approved the takeover. While no penalties have been announced, the regulator’s preliminary findings were kept confidential until now, coinciding with U.S.–China trade talks in Madrid. The original acquisition was announced in 2019 and approved by Chinese authorities the following year on the basis that NVIDIA would continue supplying GPUs and interconnect products under “fair, reasonable, and non‑discriminatory” terms. Leer más

Nvidia’s latest earnings reveal that more than half of its data‑center revenue comes from just three undisclosed clients. The company reported roughly 53% of data‑center sales tied to these customers, amounting to billions of dollars. Industry observers speculate the trio could include Elon Musk’s xAI, an OpenAI‑Oracle partnership, and Meta, though Nvidia has not confirmed any identities. Analysts warn that such concentration creates a structural vulnerability: a shift by any of the three could leave a sizable gap in Nvidia’s financials. Geopolitical factors and recent chip restrictions add further uncertainty to the outlook. Leer más