$NVIDIA(NVDA.US)$
Today is American Independence Day
Incidentally, it's also my birthday

paddy $Microsoft(MSFT.US)$On the 18th of this month, even if there is no internet or cloud environment for AI processing such as image generation and instantaneous translationTerminal sideIt can be done with”AIPC (AI PC)” was released, and it is creating a buzz. AI processing that does not go through the internet or data center from the viewpoint of security, etc.”Edge AIThe background is that demand for” is increasing. AIPC hasCPUs(central processing unit) andGPUIn addition to (image processing semiconductors), semiconductor chips (processors) with high power efficiency and high speed that specialize in AI processing,”NPU(neural processing unit)” is mounted. The three major US chip makers are in fierce competition, particularly in the development of this NPU.
paddy $Qualcomm(QCOM.US)$First of allMicrosoft's required NPU performance standardsIt met and won installation on the debut aircraft. Qualcomm's NPU “Snapdragon X” series $Arm Holdings(ARM.US)$By design...