Photo/Zheng Yuhang (NBD)

NO.1 NVIDIA’s Most Powerful AI Chip May Upgrade Cooling Technology

According to media reports, NVIDIA is expected to launch its B100 series products, which have significantly improved overall performance compared to the current H series. In addition to a substantial increase in HBM memory capacity and AI performance, the cooling technology equipped with B100 has also been upgraded from the original air cooling to liquid cooling. NVIDIA CEO Jensen Huang has mentioned that he firmly believes that immersive liquid cooling technology is the future trend, which will drive a comprehensive innovation in the entire cooling market.

Commentary: The upgrade of NVIDIA’s B100 series shows the company’s leading position in the competition of AI chips, and the adoption of liquid cooling technology may become a new industry standard.

NO.2 Intel: Will Provide Up to 100 Million CPUs for AI PCs by Next Year

Intel 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 for AI PCs in 2025, showing the company’s optimistic attitude towards this field.

Commentary: Intel’s AI PC CPU shipment target reflects its long-term strategic layout in the AI PC field, indicating the popularization of AI functions in daily devices.

NO.3 Meta Plans to Release Llama 3 in July

According to foreign media, Meta plans to release the Llama 3 large model in July this year. Reports say that Meta hopes Llama 3 can be on par with OpenAI’s GPT-4, which has become a powerful multimodal model, not only able to handle longer texts but also support image input. However, an employee of Meta revealed that since researchers have not yet started fine-tuning the model, the company has not yet decided whether Llama 3 is multimodal.

Commentary: Meta’s plan to release Llama 3 shows the company’s determination in the competition of large AI models, and the uncertainty of multimodal capabilities shows the complexity of AI research and development.

NO.4 Apple Will Disclose AI Plans This Year

Apple CEO Tim Cook said on Wednesday that the company is investing heavily in artificial intelligence and plans to disclose more plans about using generative artificial intelligence later this year. In addition, Cook redefined several released Apple products as “AI-driven”, stating that artificial intelligence has been working behind Apple products, emphasizing that the company has been committed to this technology for many years.

Commentary: Cook’s statement that Apple's coming AI plans implies its positive progress in the field of generative AI, which may have a profound impact on consumer experience and the company’s product line.

NO.5 FDA Finds Problems in Neuralink’s Animal Laboratory

According to Reuters, inspectors from the U.S. Food and Drug Administration (FDA) found that Elon Musk’s Neuralink company had problems with record keeping and quality control in animal experiments in California. 

Commentary: This may draw industry attention to Neuralink, and affect the company’s reputation and partner relationships.

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