➀ The GeForce RTX 5060's launch has been pushed back to April 2025 due to 'chip supply constraints';
➁ The delay affects the RTX 5070, RTX 5080, and RTX 5090, with limited supply expected leading to instant sellouts;
➂ The AI boom is increasing semiconductor demand, impacting the availability of the new GeForce RTX 50 Series.
➀ Anduril Industries, led by Palmer Luckey, is set to take over the US Army's Integrated Visual Augmentation System (IVAS) program, pending Department of Defense approval.
➁ The program includes advanced headgear with AR capabilities, and Anduril will manage production and development with Microsoft Azure as the preferred cloud provider.
➂ Palmer Luckey, the founder of Oculus VR and Anduril Industries, sees this as a deeply personal achievement, emphasizing the potential of the technology to save lives.
➀ AONDevices specializes in super-low-power Edge AI solutions with a focus on energy efficiency and high accuracy.
➁ The AONx360 platform simplifies ML model creation and deployment.
➂ AONDevices differentiates itself through an end-to-end approach combining ML chips, models, and software.
➀ China has initiated an antitrust investigation into a major US tech company as a response to President Trump's recent import tariffs.
➁ The investigation targets Google and follows a series of retaliatory measures taken by China, including new tariffs on US coal, natural gas, oil, agricultural equipment, and large-displacement automobiles.
➂ Google has a history of facing antitrust investigations from various regions, including the EU, UK, and US.
➀ A research firm, SemiAnalysis, revealed that DeepSeek's R1 model cost significantly more than the claimed $5 million.
➁ DeepSeek spent much more to train its R1 model than the touted $5 million, with an estimated total cost of $1.6 billion in capital expenditures and $944 million in running costs.
➂ The announcement of the cost of DeepSeek's R1 model caused significant market disruption, wiping approximately $1 trillion from the stock market and $600 billion from NVIDIA.
➀ OpenAI has launched the o3-mini, its most cost-efficient and powerful model in the reasoning series.
➁ The new model responds 24% faster than o1-mini and provides more accurate answers.
➂ o3-mini supports function calling, structured outputs, and developer messages, making it production-ready.
➀ OpenAI CEO Sam Altman commented on the market hype around the new DeepSeek AI model.
➁ The DeepSeek R1 model, created for $6 million using old NVIDIA GPUs, has raised questions about the billions of dollars invested in AI development.
➂ OpenAI CEO Sam Altman acknowledged the impressive nature of the DeepSeek R1 model and expressed excitement about continuing their research roadmap.
➀ NVIDIA's stock price dropped 17% after Chinese startup DeepSeek launched its R1 model.
➁ The R1 model, developed in just two months and costing $6 million, rivals OpenAI's ChatGPT.
➂ NVIDIA responded to the development, emphasizing the importance of Test Time Scaling and the need for NVIDIA GPUs.
➀ Semidynamics, founded in 2016, transitioned from RISC-V design services to licensing customizable 64-bit RISC-V processor IP in 2019.
➁ UPMEM's selection of Semidynamics' IP for large language models in 2024 led to increased interest from other fabless semiconductor companies.
➂ The company is focusing on providing customized solutions and encouraging early collaboration to address challenges and meet future demands in the AI sector.
➀ President Trump plans to impose tariffs on foreign semiconductor production to boost U.S. manufacturing.
➁ He also commented on Chinese AI company DeepSeek, highlighting its impact on the AI industry and the need for U.S. competitiveness.
➂ DeepSeek's advancements have significantly affected the market, causing substantial financial shifts.
➀ NVIDIA's stock dropped 11% in pre-market trading due to concerns over China's DeepSeek AI startup.
➁ DeepSeek's R1 model is significantly cheaper to train than competitors, leading to a reevaluation of AI GPU investments.
➂ Other major tech stocks, including AMD, Microsoft, and Meta, also experienced declines.
➀ DeepSeek, a Chinese AI lab, reportedly has access to tens of thousands of NVIDIA H100 AI GPUs despite U.S. export restrictions.
➁ The DeepSeek R1 model competes with leading AI models like OpenAI's o1 and Meta's Llama.
➂ DeepSeek focuses on software-driven optimization and open-source collaboration to advance AI technology.
➀ Nanusens uses patented technology to fabricate chips with nano-mechanisms (NEMS) using CMOS manufacturing, leading to improved performance, reduced size, and lower costs.
➁ The company validated its RF Digitally Tunable Capacitor (DTC) prototype, increasing antenna efficiency and enhancing smartphone capabilities.
➂ Nanusens plans to focus on RF products initially while exploring future developments in AI processors with their NEMS in CMOS technology.
➀ An AI system using 500 million years of evolutionary data has generated a novel genetic sequence.
➁ Researchers trained the AI on 771 billion tokens to generate 3.15 billion protein sequences.
➂ The new AI model called ESM3 can simulate new protein sequences for scientific research.
➀ PQShield contributed to the development of NIST's new PQC standards, marking a significant milestone for post-quantum cryptography implementation.
➁ The company is working on replacing traditional encryption methods like RSA with PQC approaches, focusing on secure transitions amidst evolving threats.
➂ PQShield is collaborating with semiconductor manufacturers and expanding partnerships to develop PQC solutions and meet the growing demand for quantum-safe products.
