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Always Be Curious #180: AI consciousness, Tesla's supercomputer, and Mexico's microchip advantage
This week in ABC: AI coverage is all over this ABC, we take a look at Tesla's new supercomputer, and Foreign Affairs labels Mexico as the logical US partner in chip production.
📅 Due to an upcoming holiday break, the next ABC will publish Sun 17 Sept
There are weeks that I feel like ABC is becoming AIBC! 🤯 There’s so much stuff happening in AI and driving all that crazy innovation is raw computing power. You can clearly see that in the two main sections of my newsletter. In “The round-up in sci-tech”, you'll find some of the applications of AI: generative AI, European start-up Aleph Alpha in the spotlight, an AI that won a drone race, a checklist for AI consciousness based on neuroscience. In “This week in chips”, you’ll find the back-end of it all: the computing power, GPU clusters, and supercomputers that are making all these applications possible. And that’s exactly what I set out to create some four years ago. A way to see the link between what goes on in the chip industry and what that leads to in your every-day life. 🙏
Have a good week, stay safe and sound,
Thanks for reading Always Be Curious! Subscribe for free and join the curious clan on Sunday mornings. ☕️🥐
👨💻The round-up in sci-tech💡
Computational rules might describe the evolution of the cosmos better than the dynamical equations of physics — but only if they are given a quantum twist.
Analysis shows that mini jets of gas help to generate the solar wind, a discovery that also illuminates how our star's activity damages satellites.
The European Union is desperate for its own artificial intelligence giant. German startup Aleph Alpha might be its best hope.
A checklist derived from six neuroscience-based theories of consciousness could aid in the assessment.
From steam power to the internet, there has always been a lag between technology invention and adoption across industries and the economy.
🎓 We used A.I. to write essays for Harvard, Yale and Princeton. Here’s how it went. (The New York Times)
A.I. chatbots can do a passable job of generating short essays. Whether their use on college applications is ethical is the subject of fierce debate.
Companies using AI to generate fake people are committing an immoral act of vandalism, and should be held liable.
An autonomous, AI-piloted drone named Swift beat three human drone racing champions in 15 out of 25 races.
🤓This week in chips⚠
Tesla has unveiled its brand new $300 Million supercomputer powered by 10,000 NVIDIA H100 GPUs for its self-driving automobile goals.
Interesting piece! “The right way to shift the semiconductor supply chain away from China.”
Arm has achieved indispensable status: 13 million software engineers write code that runs on its chips, and it sits at the heart of the iPhone while remaining largely in the background. Now it is coming into public view with a planned blockbuster public listing in America, reports James Ashton.
Arm is targeting a valuation between $50 billion to $55 billion for its much-awaited initial public offering (IPO), ahead of its roadshow with investors next week, according to people familiar with the matter.
Taiwanese microchip manufacturer TSMC blames struggle to build Phoenix plant on skilled labor shortage but workers cite disorganization and safety concerns.
“Blaming American workers for problems with this project is as offensive to American workers as it is inaccurate,” Butler wrote. “TSMC is blaming its construction delays on American workers and using that as an excuse to bring in foreign workers who they can pay less.”
It is being said by industry sources that Intel for now can achieve a maximum output of 365,000 Meteor Lake CPU tiles per month.
🇺🇸 Nvidia, beware! IBM has a new analog AI chip that could give the H100 a run for its money (TechRadar)
The 14nm analog chip mimics the human brain and is up to 14 times more efficient than leading GPUs.
🇺🇸 Google's new A3 GPU supercomputer with Nvidia H100 GPUs will be generally available next month (TechCrunch)
Despite their $30,000+ price, Nvidia's H100 GPUs are a hot commodity -- to the point where they are typically back-ordered.
🇨🇳 China exploring ways to make its own AI memory chips despite US sanctions (South China Morning Post)
China is exploring how to make its own versions of the next-generation memory chips tailored for artificial intelligence (AI) processors, despite headwinds from US sanctions, sources said.
📈By the numbers📉
At least, for a large chip.
Intel may overtake Samsung as the world's second largest contract chipmaker as early as 2024, trailing only TSMC, according to industry sources.
Python and SQL are on top, but old languages shouldn’t be forgotten.
❤️For the love of tech❤️
Always love comparisons. 😎 Ahead of Apple’s next product launch event in September, this shows an aspect of smartphone innovation. These devices have come a long way—and are nowhere near done! Credits: @theapplecycle
Always Be Curious is the personal newsletter of Sander Hofman, Senior Creative Content Strategist at ASML. Opinions expressed in this curated newsletter are my own and do not necessarily reflect those of my employer.