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Topic: "compute-infrastructure"
OpenAI Titan XPU: 10GW of self-designed chips with Broadcom
llama-3-70b openai nvidia amd broadcom inferencemax asic inference compute-infrastructure chip-design fp8 reinforcement-learning ambient-agents custom-accelerators energy-consumption podcast gdb
OpenAI is finalizing a custom ASIC chip design to deploy 10GW of inference compute, complementing existing deals with NVIDIA (10GW) and AMD (6GW). This marks a significant scale-up from OpenAI's current 2GW compute, aiming for a roadmap of 250GW total, which is half the energy consumption of the US. Greg from OpenAI highlights the shift of ChatGPT from interactive use to always-on ambient agents requiring massive compute, emphasizing the challenge of building chips for billions of users. The in-house ASIC effort was driven by the need for tailored designs after limited success influencing external chip startups. Broadcom's stock surged 10% on the news. Additionally, InferenceMAX reports improved ROCm stability and nuanced performance comparisons between AMD MI300X and NVIDIA H100/H200 on llama-3-70b FP8 workloads, with RL training infrastructure updates noted.
not much happened today
deepseek-r1 qwen-2.5 qwen-2.5-max deepseek-v3 deepseek-janus-pro gpt-4 nvidia anthropic openai deepseek huawei vercel bespoke-labs model-merging multimodality reinforcement-learning chain-of-thought gpu-optimization compute-infrastructure compression crypto-api image-generation saranormous zizhpan victormustar omarsar0 markchen90 sakanaailabs reach_vb madiator dain_mclau francoisfleuret garygodchaux arankomatsuzaki id_aa_carmack lavanyasant virattt
Huawei chips are highlighted in a diverse AI news roundup covering NVIDIA's stock rebound, new open music foundation models like Local Suno, and competitive AI models such as Qwen 2.5 Max and Deepseek V3. The release of DeepSeek Janus Pro, a multimodal LLM with image generation capabilities, and advancements in reinforcement learning and chain-of-thought reasoning are noted. Discussions include GPU rebranding with NVIDIA's H6400 GPUs, data center innovations, and enterprise AI applications like crypto APIs in hedge funds. "Deepseek R1's capabilities" and "Qwen 2.5 models added to applications" are key highlights.