In case you've been missing out on the action over on Tom's Hardware Premium, we're back with another roundup to fill you in on everything you missed. Central to this week's theme is how Artificial Intelligence and its subsequent buildout are currently impacting all areas of the semiconductor industry.
Headlining this week is our report on how smart software utilization may play a part in the electricity consumption of AI data centers. We sat down and talked with experts in the domain to find out.
Reports state that Tencent has reached a deal to lease high-performance AI chips from Oracle to the tune of $7 billion over five years. While the figure on its surface sounds significant, the estimated lease price is around 43% less than an Nvidia H100 leased at $2.80 per hour on a one-year contract, meaning that Tencent may have scored a slight coup in the terms of its lease agreement. While no specific chips have been named, the size of the deal and the prices point toward a Hopper-class GPU. We explored how this rental loophole may be used by Chinese firms to potentially gain access to otherwise export-controlled hardware.
If you cast your minds back to last week, Synopsys revealed a slew of new agreements and partnerships; one of the most notable among them was an agreement with OpenAI, unveiling a 'GPT-Synopsys' — a specialized AI model that leverages Synopsys' domain IP knowledge and EDA tools, with OpenAI's capability to design LLMs. GPT-Synopsys is, in all likelihood, a chipmaking-specialized AI model, which may play a part in the development of successors to OpenAI's Jalapeño AI ASIC .
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