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Archive for May 26th, 2023

Nvidia approaching trillion-dollar valuation; Applied Materials’ “world’s largest” semi R&D facility; new Intel AI processors

Friday, May 26th, 2023

According to Reuters, Nvidia is close to becoming the first trillion-dollar chip firm after its stock price increased about 25%, taking the company value to nearly $945 billion. The steep increase happened after Nvidia reportedly projected a quarterly revenue more than 50% above the average Wall Street estimate. “A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service and business process. (…) We are significantly increasing our supply to meet surging demand for them,” said Nvidia CEO Jensen Huang in a press release announcing the company’s latest financial results.

AI Generated Silicon Design Challenge

And one of the processes to which generative AI could be applied is chip design, at least according to Efabless which has just announced its “AI Generated Open-Source Silicon Design Challenge”. According to the company, Generative AI offers the potential to revolutionize chip design by automating many of the time-consuming tasks involved in the process. In this challenge, participants will use generative AI (e.g. chatGPT, Bard or similar) to generate Verilog from natural language prompts. Here’s a video example. The designs will then be implemented using the Efabless chipIgnite platform, which includes an SoC template (Caravel) providing rapid chip-level integration, and an open-source RTL-to-GDS digital design flow (OpenLane). Efabless intends to manufacture at least three winning designs.

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