#Nvidia_GPU

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It's unclear exactly which CPUs Naver uses Over the past year, Nvidia has become the undisputed leader in the artificial intelligence accelerator market. However, it is not the only one present in this market. Naver has reportedly replaced Nvidia accelerators with similar Intel solutions. [caption id="attachment_78879" align="aligncenter" width="600"] Nvidia GPU to Intel CPU[/caption] Korean company Naver switched from Nvidia GPU to Intel CPU for its artificial intelligence server Naver previously used an Nvidia GPU-based server, but has now replaced it with an Intel-based server. Naver is the largest Internet portal and the most popular search engine in South Korea. In this case, we are talking about a server that is responsible for the AI ​​for the Naver Place mapping service. Global information technology companies are reportedly becoming increasingly frustrated with rising prices for Nvidia GPUs and a global shortage of such GPUs. Analysts say the deal between Naver and Intel will likely reduce Nvidia's influence in the artificial intelligence processor market. Before putting the new server into operation, Naver tested it for about a month to understand whether, in general, Intel CPUs could compete with Nvidia GPUs in the tasks the company needed. Of course, there are no details about this, but since the deal was concluded, it means Naver were satisfied with the results. Additionally, the company says it will likely continue to use Intel's next-generation processors, such as Sapphire Rapids, to upgrade its system.

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Nvidia shares fell after this information appeared Nvidia shares suffered their worst stock drop in more than two months after US President Joe Biden's administration restricted the company's sales of processors designed specifically for the Chinese market, as expected yesterday. Nvidia has warned that the new rules could hamper product development and cause other difficulties, although the changes are unlikely to cause financial losses in the short term. Nvidia shares fell 4.7% to $439.38, their biggest one-day drop since Aug. 9. The tighter controls will affect Nvidia's A800 and H800 chips, which the US firm created for export to China after the Biden administration imposed its initial restrictions last October, a senior US official said. [caption id="attachment_71011" align="aligncenter" width="600"] Nvidia chips[/caption] Authorities have cut sales of Nvidia chips produced specifically for China “We follow all regulations as we work to create products that support thousands of applications across a broad range of industries,” Nvidia said in a statement. “Given the global demand for our products, we do not expect a material impact on our financial results shortly.” Morgan Stanley lowered its target price for Nvidia shares due to "draconian" export controls. Shares of Asian companies related to artificial intelligence chips fell after the official US announcement. Shares of Beijing Unisplendour Corp. and Lenovo Group Ltd., which sells data center equipment in China, were down about 10%. As part of the new rules, the Biden administration added two Chinese artificial intelligence chip startups, Shanghai Biren Intelligent Technology Co., to its list of trade restrictions. and Moore Threads Intelligent Technology Beijing Co. - and their subsidiaries. The US requires companies to obtain a US government license before shipping products to these firms. Chinese Foreign Ministry spokeswoman Mao Ning said her country opposes this US policy. After this news appeared, retail prices for Nvidia cards in the Chinese online store JD increased by an average of 10% per day.

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Possibly originally in Russia Asus is going to release the GeForce RTX 4060 Ti video card, equipped with a slot for installing an M.2 SSD. [caption id="attachment_64144" align="aligncenter" width="780"] GeForce RTX 4060 Ti[/caption] We saw such a solution in the summer, but now it will be a serial product. Let us remember that the RTX 4060 Ti uses only eight PCIe x16 interface lanes, that is, another eight can be allocated for the drive. This solution has several advantages. Installing an SSD into a slot on a video card may be easier than on a motherboard, where the slot may be covered by a heatsink for the cooling system of the board itself. In addition, the video card cooler partially cools the SSD. GeForce RTX 4060 Ti, in which you can independently install 2-4 TB of memory. [caption id="attachment_64145" align="alignnone" width="780"] GeForce RTX 4060 Ti[/caption] There are no new technical details yet, but probably we are just talking about the usual RTX 4060 Ti (except for the M.2 slot) and the ability to install any SSD. Interestingly, such a video card may also be released in Russia, and a search by product code (DUAL-RTX4060TI-O8G-SSD) in other regions does not yield results.

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But there is no shortage of gaming video cards The shortage of gaming video cards has given way to a shortage of GPUs for working with artificial intelligence. And this deficit will also drag on. [caption id="attachment_53701" align="alignnone" width="780"] Nvidia[/caption] According to TSMC, which produces its current generation of graphics processors for Nvidia, the shortage of Nvidia accelerators for AI will continue for about another year and a half. The problem is due to limitations in the capacity of chip packaging using CoWoS packaging technology, which cannot be quickly solved. The shortage of Nvidia accelerators for AI will continue for another year and a half It's not a lack of AI chips, but a lack of CoWoS capabilities. Currently, we cannot satisfy 100% of our customers' needs, but we try to maintain around 80%. We think this is a temporary phenomenon that will last about a year and a half TSMC notes that demand for CoWoS packaging unexpectedly increased at the beginning of this year. It was then that the boom in generative AI began and, as a result, the increase in demand for Nvidia accelerators. TSMC is currently installing additional tools for CoWoS in its existing factories, but this takes time.

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The company is developing its own Ascend AI chips US measures to limit the export of advanced chips with artificial intelligence (AI) technologies to China could open up huge opportunities for Huawei for import substitution in the domestic market, as reported by Reuters. While Nvidia has historically been the leading AI chip supplier in China with a market share exceeding 90%, Chinese firms including Huawei are developing their versions of Nvidia's best-selling chips, such as the A100 and H100. Huawei's Ascend AI chips are comparable to Nvidia's in terms of processing power, according to analysts and some artificial intelligence companies such as China's iFlytek. [caption id="attachment_72981" align="aligncenter" width="600"] Nvidia[/caption] US ban on supplies of Nvidia accelerators opens up huge opportunities for Huawei Jiang Yifan, chief market analyst at brokerage Guotai Junan Securities, said another key limiting factor for Chinese firms is the dependence of most projects on Nvidia's chips and software ecosystem, but that could change with U.S. restrictions. “This US move, in my opinion, actually gives Huawei Ascend processors a huge gift,” Jiang said in a post on the social network Weibo. Many cutting-edge AI projects are being built using CUDA, a popular programming architecture pioneered by Nvidia, which in turn has led to the creation of a huge global ecosystem capable of training highly complex AI models such as OpenAI's GPT-4. Huawei's version is called CANN, and analysts say it is much more limited in terms of the artificial intelligence models it can train. Woz Ahmed, a former chip design executive turned consultant, said that for Huawei to win Chinese customers from Nvidia, it needs to replicate the ecosystem that Nvidia has created, including supporting customers in migrating their data and models to Huawei's platform. Woz Ahmed believes that Huawei could take 5 to 10 years to achieve this.