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Nvidia se está preparando para la era de la IA posterior a la GPU y, según se informa, contrata ingenieros de ASIC para defenderse de la competencia de Broadcom y Marvell.

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  • Los dispositivos ASIC son mucho más eficientes que las GPU para realizar inferencias, a diferencia de la minería de criptomonedas
  • Se espera que el mercado de chips de IA inferencial crezca significativamente a finales de esta década.
  • Los hiperescaladores como Google ya se han subido al tren

NVIDIAya pionero en Amnistía Internacional y las tecnologías GPU, están ingresando al mercado de circuitos integrados de aplicaciones específicas (ASIC) para abordar la creciente competencia y las tendencias cambiantes en el diseño de semiconductores basados ​​en IA.

El auge mundial de la IA generativa y los grandes modelos de lenguaje (LLM) ha provocado un aumento en la demanda de GPU, y el director ejecutivo de Nvidia, Jensen Huang, confirmó en 2024 que la empresa contratará a 1.000 ingenieros en Taiwán.

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Apple se está preparando para construir un chip de servidor para su servicio de inteligencia artificial y es posible que haya sacrificado el chip más rápido de la compañía para lograrlo; El informe indica una relación estratégica con la empresa Broadcom de 850 mil millones de dólares

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  • Apple está desarrollando el chip de servidor “Baltra” para inteligencia artificial y pretende producirlo en 2026
  • El equipo israelí de Silicon está liderando el proyecto; El chip de Mac ha sido cancelado para centrarse
  • Broadcom y la tecnología N3P de TSMC cooperan para impulsar el desarrollo

manzana Se dice que la empresa está desarrollando el primer chip de servidor diseñado específicamente para inteligencia artificial.

Informe Paywalled de Wayne Ma y Qian'er Liu Fei Información Afirma que el proyecto, cuyo nombre en código es 'Baltra', tiene como objetivo satisfacer los crecientes requisitos computacionales de las funciones impulsadas por la IA y se espera que entre en producción en masa en 2026.

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Según se informa, Apple se está asociando con Broadcom para un chip de servidor de IA

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Imagen de los chips Apple M4, M4 Pro y M4 Max

Apple está abandonando el M4 Extreme en favor de un chip de IA.
Imagen: manzana

Un informe sugiere que Apple ha detenido sus planes de construir el chip de silicio M4 Extreme Apple. La compañía abandonó el SoC para destinar recursos a la construcción de un chip de servidor de IA.

El informe indica que Apple está trabajando con Broadcom para desarrollar este chip de IA.

Apple y Broadcom colaboran en un chip de IA

Todas las grandes empresas tecnológicas han redoblado sus esfuerzos en el campo de la inteligencia artificial. Apple no es diferente. A pesar de llegar tarde al juego con inteligencia de manzanaLa empresa está trabajando para intensificar sus esfuerzos. mientras Apple utiliza chips de inteligencia artificial de Amazon para entrenar previamente los modelos de inteligencia de Appledepende de los servidores de silicio de Apple para el procesamiento real. actualmente Utiliza servidores M2 ultrapotentes Y planear Cambie a servidores M4 en 2025.

Dado que se espera que el uso de inteligencia artificial aumente en los próximos años, Apple está trabajando en chips más potentes para un procesamiento más rápido.

Información Según se informa, el chip AI de Apple se conoce internamente como “Baltra”. Parece que estará listo para la producción en masa en 2026 y utilizará el nodo avanzado de 3 nm de TSMC. Apple confiará en la experiencia de Broadcom para desarrollar la tecnología de red del chip, permitiéndole conectarse a una red de dispositivos para procesar inteligencia artificial más rápido. Se supone que las dos empresas fijarán un plazo de 12 meses para completar el diseño del SoC.

En 2023, Apple firmó un acuerdo Acuerdo plurianual con Broadcom para desarrollar chips RF 5GLo que indica las estrechas relaciones entre las dos empresas.

El chip AI tiene prioridad sobre el M4 Extreme

Para centrarse en el desarrollo de este nuevo chip de IA, Apple supuestamente está desechando el chip M4 Extreme para sus próximas Mac de gama alta. Se supone que el SoC tiene varios chips M4 Max/Ultra pegados entre sí para ofrecer un mejor rendimiento. Los rumores sugieren que el chip tendrá una CPU de 64 núcleos y una GPU de hasta 160 núcleos.

Nvidia es actualmente el mayor proveedor mundial de chips de IA para otras empresas. Sin embargo, Apple evita utilizar GPU de Nvidia para entrenar sus modelos de IA debido a su larga disputa con esta última.



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Espera, ¿ahora Broadcom fabrica GPU? Nvidia puede enfrentarse a un enemigo inesperado en China, donde ByteDance podría utilizar un competidor más grande de Intel, AMD, Arm y Qualcomm para diseñar sus propios chips de IA.

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Las restricciones comerciales de Estados Unidos han creado obstáculos importantes para las empresas chinas, limitando su capacidad de acceder al hardware avanzado de inteligencia artificial necesario para seguir siendo competitivos a nivel mundial.

NVIDIALas GPU H20, versiones reducidas del potente H100, fueron desarrolladas para cumplir con los requisitos de control de exportaciones, pero aún así tienen un precio elevado de alrededor de 10.000 dólares por unidad.

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El director ejecutivo de Broadcom dice que el repunte del mercado de chips aún no ha terminado, con grupos de 1 millón de aceleradores en el horizonte

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Hock Tan, director ejecutivo de Broadcom, predijo que la demanda de clústeres de IA continuará durante otros tres a cinco años a medida que las empresas sigan luchando con necesidades informáticas que requieren un uso intensivo de recursos y energía. inteligencia artificial.

Habla con Jim Cramer en una entrevista en CNBCEn un artículo para la revista Mad Money, Tan explicó cómo los clientes planean construir grupos de IA cada vez más grandes, duplicando su tamaño con cada nueva generación de máquinas.

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Los clientes de VMWare todavía están preocupados por el futuro tras la adquisición de Broadcom

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Tras la adquisición de VMware por parte de Broadcom, se lanzó un nuevo software un informe CloudBolt Software ha revelado los comentarios reales de los clientes de la empresa.

A pesar del aumento de precios esperado, los términos problemáticos y las revisiones de servicios, la mayoría de los usuarios de VMware están considerando quedarse parcial o completamente con Broadcom, según el informe.

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VMware users warned to brace for next big upheaval as latest Broadcom changes rumble on

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VMware’s end-user compute products are set to undergo substantial changes imminently, with service providers and customers bracing for the impact of yet another potentially colossal shakeup by Broadcom.

An email seen by The Register is reportedly warning service providers of VMware’s Horizon range to either face increased costs or an architecture change.

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Broadcom backs down on VMware pricing rules as EU begins investigation following complaints

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In response to customer feedback and amidst mounting scrutiny from the industry and now regulators, Broadcom CEO Hock Tan has announced a significant backpedal on the company’s pricing model.

The move comes as the European Union has initiated an investigation into complaints about the company’s pricing practices following its November 2023 acquisition of VMware.

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Broadcom VMware acquisition and the current situation of services

Broadcom VMware acquisition and the current situation of services

In a bold move that has sent ripples through the tech sector, Broadcom has finalized its acquisition of VMware for $60 billion, a development that promises to reshape the landscape of virtualization and cloud services. As a user of VMware’s products, you may be wondering how this change will affect your business.

The acquisition, which began in May 2022, has brought about a strategic shift within VMware, with Broadcom now steering the company towards a subscription-based model. This change reflects a broader industry trend, but it also presents potential challenges, especially for smaller businesses that have relied on VMware’s perpetual licenses.

Broadcom is known for restructuring its acquisitions, a practice that has caused some concern among VMware’s customer base. The company has recently discontinued several VMware divisions, including the Carbon Black and End-User Compute product lines. While this move streamlines VMware’s portfolio, it may force some users to seek out alternative solutions. Despite these changes, VMware’s core technologies, such as ESXi, vCenter, and vSphere, will continue under the new vSphere Foundation brand. This rebranding effort seems to be an attempt to address the needs of mid-sized and smaller customers, ensuring they still have access to essential virtualization tools.

Broadcom VMware

The restructured VMware Cloud Foundation has become more affordable and now includes enhanced support services. This appears to be a strategic move to keep hybrid cloud customers on board during the shift to subscription services. As you navigate these changes, it’s important to weigh the new subscription costs against your business needs.

VMware Alternatives

You might find that alternatives like XCP-ng, Proxmox, Kubernetes, or Docker offer the functionality you require at a cost that aligns better with your budget. These options could be particularly appealing if you’re aiming to maintain operational efficiency without overextending your financial resources.

Interview with Broadcom CEO

Summary 

  • Broadcom’s acquisition of VMware, which began in May 2022, has been completed after 546 days, with significant implications for VMware’s future and its customers.
  • Concerns were initially raised about Broadcom’s history of acquiring and dismantling companies, which has now manifested in changes to VMware’s business model and product offerings.
  • Key changes following the acquisition include:
  • The end of perpetual licensing for VMware products, transitioning to a subscription-based model.
  • A strategic shift in focus towards serving global enterprises, potentially sidelining smaller businesses.
  • The discontinuation of certain VMware divisions, such as Carbon Black (EDR software) and the entire End-User Compute product offering, including VMware Horizon VDI.
  • The continuation of core technologies like ESXi, vCenter, and vSphere, rebranded as vSphere Foundation, aimed at mid-sized to smaller customers.
  • A price reduction for VMware Cloud Foundation and enhanced support service levels to retain hybrid cloud customers and promote the new subscription model.
  • For home lab users, ESXi free version is expected to remain free, and VMUG Advantage memberships are not anticipated to change.

For those who are passionate about VMware and run home labs, the free version of ESXi is expected to remain available at no cost. Additionally, VMUG Advantage memberships, which offer personal use benefits such as discounts and licenses, are anticipated to continue as they are.

The industry has had a mixed response to Broadcom’s new direction for VMware. As the virtualization and cloud services sector evolves, staying informed about the latest developments and considering a range of alternatives will be crucial for successfully navigating these changes. Your ability to adapt and make informed decisions will be vital as you adjust to this new chapter for VMware under Broadcom’s ownership.

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Broadcom acquires VMware virtualization technology company

Broadcom acquires VMware

Imagine you’re sitting down with a cup of coffee, and I’m about to tell you about something pretty big that’s happening in the tech world. You know how everything is connected these days, right? Well, Broadcom, a big player in tech, has just bought VMware, another heavyweight in the industry. This deal is a big deal because it’s going to shake things up in how we deal with IT infrastructure—that’s all the tech that keeps our apps and data running smoothly, whether it’s in the cloud or on our own servers.

Now, Broadcom isn’t just throwing money around for fun. They’re serious about making things better and have promised to keep pouring cash into research and development (R&D). They want to make sure they’re always coming up with new ideas and solutions. Plus, they’re looking to grow their network of partners, and with VMware’s connections, they’re going to have a pretty impressive team.

Let’s talk about the cloud for a second. You’ve heard of it, right? It’s like a virtual space where you can store all your stuff and run your apps. Broadcom is putting some serious effort into VMware Cloud Foundation, which is all about making it easier for folks like you to manage your private and hybrid cloud setups. It’s like having a super-smart system that keeps everything running smoothly and securely.

Broadcom acquires VMware

Security is a big deal, too. Nobody wants to get hacked. Broadcom is on top of that with some smart strategies to keep the bad guys out. They’re using AI and genetic algorithms to stay ahead of new threats, and they’ve got some top-notch load balancer solutions to make sure your apps can handle whatever you throw at them without breaking a sweat.

Now, let’s get a bit technical but not too much. You’ve probably heard that a lot of chief information officers—CIOs, for short—are all about creating modern apps that run in the cloud. Well, more than 70% of them are saying it’s a top priority. VMware has some tools, like VMware Tanzu, that are all about helping businesses move faster by making it easier to build, deliver, and manage apps across different cloud environments.

Broadcom’s decision to buy VMware isn’t just about the here and now. They’re looking at the big picture, thinking about how software is going to play a role in everything from traditional data centers to the edge of computing—that’s tech speak for the devices and sensors that are all around us, like in our phones and cars.

The folks at Broadcom have a vision for the future. They’re not just buying companies left and right without a plan. They’re investing in their acquisitions with the goal of growing steadily and bringing more value to customers like you. With VMware’s tech joining the Broadcom family, you can bet that you’ll see some cool new innovations that’ll help your business grow.

So, what does all this mean for you? Well, with Broadcom and VMware joining forces, you’ve got a powerhouse team working to make your IT infrastructure better, faster, and more secure. They’re all about giving you the tools you need to keep your operations running smoothly and keeping your data safe from the latest cyber threats. It’s all about making sure you can focus on growing your business without worrying about the tech that supports it.

Now, I know that was a lot to take in, but the bottom line is that this acquisition is a big step forward for the world of infrastructure technology. It’s going to make a lot of things easier and more secure for businesses everywhere. And that’s something to be excited about, don’t you think?

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