➀ Qualcomm Technologies has unveiled the Snapdragon X, a new SoC designed for AI-enabled laptops and compact desktops, priced starting at $600.
➁ The Snapdragon X boasts advanced CPU and GPU capabilities, along with dedicated AI acceleration, aiming to make powerful computing more accessible.
➂ It is expected to power Windows 11 laptops and mini desktops from manufacturers like Acer, Asus, Dell Technologies, HP, and Lenovo.
➀ Numem, a Sunnyvale startup, has developed MRAM-based chiplets designed for AI systems. Sampling is expected to start in late Q4'25.
➁ The chiplets offer up to 4TB/s memory throughput and support 4GB per stack package, making them scalable for demanding AI workloads.
➂ Numem's technology claims to significantly reduce standby power and deliver up to 4x faster performance than HBM while maintaining ultra-low power consumption.
➀ Tom's Hardware reviewed the RayNeo Air 2s, a pair of augmented reality glasses from TCL's RayNeo subsidiary.
➁ The Air 2s offers attractive design and wide compatibility but lacks advanced features and has mediocre audio quality.
➂ Despite its drawbacks, the Air 2s is priced competitively, making it a good value for those seeking AR glasses.
➀ China currently lacks a company that can fully match Broadcom in the AI chip ASIC field;
➁ Broadcom, as a global leader in semiconductor and infrastructure software solutions, has made significant achievements in AI;
➂ Baidu, Apple, and AMD have grown through self-developed technology, while Broadcom has focused on acquisition to become a tech giant.
➀ Cambrian Era's stock has surged, with its market value reaching over 240 billion yuan, and its stock price has increased by nearly 340% this year.
➁ The reason behind Cambrian Era's strong stock performance includes its inclusion in the Shanghai Stock Exchange 50 Index, which requires funds tracking the index to buy Cambrian Era's shares passively.
➂ Despite the high valuation, Cambrian Era has never made a profit in its 7-year history, raising concerns about its sustainability.
➀ NVIDIA, AMD, and Intel have jointly invested in Ayar Labs, a startup that specializes in optical I/O solutions for large-scale AI workloads.
➁ Ayar Labs has raised $155 million in funding from investors including NVIDIA, AMD, Intel, and GlobalFoundries, valuing the company at over $1 billion.
➂ The company's optical I/O technology aims to redefine AI infrastructure by overcoming the bottlenecks of traditional copper interconnects.
➀ Amazon is investing heavily in AI cluster construction with large-scale deployment of Hopper and Blackwell GPUs.
➁ AWS has allocated billions of dollars in capital expenditures to Trainium2 AI clusters.
➂ The article discusses the limitations of AWS's previous Trainium1 and Inferentia2 chips and the advancements made with Trainium2.
➀ Nvidia predicts higher revenue for the fourth quarter, but falls short of some investor expectations.
➁ The company's new Blackwell AI chip is well-received by customers, but will initially impact gross margins.
➂ Despite the growth in demand for Nvidia's chips, which are crucial for complex AI systems, the growth rate has slowed significantly compared to previous quarters.
