cover of episode TNB Tech Minute: Amazon Announces New Supercomputer for AI Development

TNB Tech Minute: Amazon Announces New Supercomputer for AI Development

2024/12/3
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WSJ Tech News Briefing

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Danny Lewis
一名专注于技术和未来趋势的记者和播客主持人,目前工作于《华尔街_journal》。
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亚马逊云计算部门计划建造一台名为UltraCluster的超级计算机,用于人工智能开发,这台超级计算机将由数十万个AWS Trainium芯片和一台新的服务器组成,预计明年完工,将成为全球最大的AI模型训练超级计算机之一。 微软因其对购买竞争对手云软件服务的客户的收费方式,在英国面临12.7亿美元的反垄断诉讼。英国竞争上诉法庭提起的诉讼称,如果企业购买Windows服务器,但将其与谷歌或亚马逊等其他云平台一起使用,微软会不公平地向其收取更多费用。 中国正通过限制关键原材料出口来回应美国对芯片的最新贸易限制。中国商务部以国家安全为由,原则上禁止向美国出口镓、锗、锑和某些其他极其坚硬的材料。商务部还表示,将对石墨出口进行更严格的审查,并禁止出口用于美国军事用途的双用途物品。 特斯拉11月份在中国的销量下降,原因是比亚迪等竞争对手的竞争加剧。中国乘用车协会的数据显示,埃隆·马斯克的电动汽车制造商11月份在中国销售了近7.9万辆国产汽车,比去年同期下降4.3%,但比10月份增长15%。该协会表示,由于政府的以旧换新补贴、促销活动和最近的汽车展销会,电动汽车销量强劲。

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Here's your TNB Tech Minute for Tuesday, December 3rd. I'm Danny Lewis for The Wall Street Journal. We exclusively report that Amazon's cloud computing arm says it's planning to build a massive supercomputer dedicated to artificial intelligence development. The so-called UltraCluster will be made up of hundreds of thousands of Amazon Web Services Tranium chips, as well as a new server. The supercomputer is expected to be completed next year and will be one of the largest in the world for training AI models.

It will be used by AI startup Anthropic, in which Amazon has invested billions of dollars. Microsoft is facing a $1.27 billion antitrust lawsuit in the United Kingdom over how it charges customers who buy rival cloud software services. The lawsuit filed with the UK's Competition Appeal Tribunal alleges that Microsoft is unfairly charging businesses more if they buy a Windows server but use it with other cloud platforms, like Google or Amazon. Microsoft declined to comment.

Meanwhile, China is retaliating against the latest U.S. trade restrictions on chips by limiting exports of key raw materials. Citing national security concerns, China's Ministry of Commerce said it would in principle ban the export of gallium, germanium, antimony, and certain other extremely hard materials to the U.S. The ministry also said it would conduct stricter reviews of the export of graphite and ban the export of dual-use items intended for U.S. military purposes.

And Tesla's sales in China fell in November amid intensifying competition from rivals like BYD. Data from the China Passenger Car Association found Elon Musk's electric vehicle maker sold almost 79,000 China-made cars in November, down 4.3% compared with the year before, but 15% higher than in October. The group says EV sales have been robust thanks to government trade-in subsidies, promotional events, and a recent auto show.

For a deeper dive into what's happening in tech, check out Wednesday's Tech News Briefing podcast. What does the AI-powered future hold for the enterprise? And how can marketers catch the wave of the sea change to come? Find out on the debut episode of AI That Means Business, a new podcast from Google Cloud and custom content from WSJ.