Reporter: Cai Ding Editor: Lan Suying
｜March 1, 2024, Friday｜
1. NVIDIA's Most Powerful AI Chip to Upgrade Cooling Technology
According to media reports, NVIDIA is expected to launch the B100 series, which will significantly enhance overall performance compared to the current H series. In addition to a substantial increase in HBM memory capacity and AI performance, the cooling technology in the B100 series has also been upgraded from air cooling to liquid cooling. NVIDIA CEO Jensen Huang has previously stated his belief that immersion liquid cooling technology is the future trend, which will drive a comprehensive revolution in the entire cooling market.
Comment: The upgrade of NVIDIA's B100 series demonstrates the company's leading position in AI chip competition, and the adoption of liquid cooling technology may become a new industry standard.
2. Intel: To Provide Up to 100 Million CPUs for AI PCs by Next Year
Intel has recently set a goal to provide 100 million CPUs for Artificial Intelligence Personal Computers (AI PCs) by 2025, aiming to accelerate the development of this rapidly growing field. David Feng, Vice President of Intel's Client Computing Group, revealed that the company plans to produce 40 million CPUs for AI PCs this year and 60 million CPUs by 2025, demonstrating the company's optimism towards this field.
Comment: Intel's target for AI PC CPU shipments reflects its long-term strategic layout in the AI PC field, indicating the widespread adoption of AI functionality in everyday devices.
3. Meta Plans to Release Llama 3 in July
Meta plans to launch the Llama 3 large model in July this year. Reports suggest that Meta hopes Llama 3 will rival OpenAI's GPT-4, which has become a powerful multimodal model capable of handling longer texts and supporting image inputs. However, a Meta employee revealed that since researchers have not yet begun fine-tuning the model, the company has not decided whether Llama 3 will be multimodal.
Comment: Meta's plan to release Llama 3 indicates the company's determination in the competition of AI large models. The uncertainty of multimodal capabilities shows the complexity of AI development.
4. Apple to Reveal AI Plans This Year
Apple CEO Tim Cook stated on Wednesday that the company is investing heavily in artificial intelligence and plans to disclose more about its plans to use generative AI later this year. In addition, Cook redefined several already released Apple products as "AI-driven," emphasizing that artificial intelligence has been behind Apple products for years, highlighting the company's long-standing commitment to this technology.
Comment: Cook's statement that Apple will reveal AI plans this year implies significant progress in Apple's generative AI field, which may have profound effects on consumer experience and the company's product line.
5. FDA Finds Issues in Neuralink Animal Testing Lab
According to Reuters, inspectors from the U.S. Food and Drug Administration (FDA) found issues with record-keeping and quality control at Elon Musk's Neuralink company's animal testing lab in California. However, according to FDA records, a similar inspection conducted at Neuralink's Texas facility did not find any issues. These inspections took place from June 12th to 22nd last year, marking the only recorded inspection by the FDA at Neuralink's facilities.
Comment: This may raise industry attention towards Neuralink, impacting the company's reputation and partnerships. Neuralink needs to strengthen management in relevant areas.
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