Artificial Intelligence: The Next Era of Compute

The Latest News in AI

We follow all the moves made by the leaders and challengers in AI semis and services. Here are recent announcements that caught our eye:

NVIDIA announces it will develop its own Arm CPU. The result will completely reshape the data center of the future for AI.   Read more>>

Intel’s new Ice Lake has a few surprises, including 4-25 X faster inference processing than AMD EPYC.   Read more>>

Pat Gelsinger takes his first shot to fix Intel Manufacturing.   Read more>>

Another excerpt from the Competitive Landscape Report: AMD  Read more>>

Qualcomm Cloud AI100 is now shipping in Gigabyte EPYC Servers. Who might be driving this for deployment?  Read more>>

AMD announces 3rd Gen EPYC 7003 family, beating Xeon in every class. We expect AMD market share to double.  Read more>>

IBM Research has nearly perfected a new type of memory, STT-MRAM, that could give AI chips twice the on-die memory, and eventually provide non-volatile DRAM.    Read more>>

Landscape Report Excerpt:  Groq’s unique single-core design looks extremely efficient.     Read more>>

Landscape Report Excerpt: Cerebras Systems is in a class by itself.  Is that a good thing?    Read more>>

ARK Investment Management has a fascinating new view on the Big Ideas for 2021, including AI and Arm market sizing.   Read more>>

Beware AI Benchmarks!  Read more>>

Cambrian AI Visions: Meet the Leaders

Karl Freund with Cambrian AI sits down with key newsmakers and influencers in the world of AI.
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Cambrian AI Research is an industry analyst firm dedicated to understanding and explaining AI hardware and cloud services. We deliver a range of advisory and marketing services to investors and to providers of AI tech.

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explore the explosion

What’s with the “Cambrian-AI” theme?

A few years ago, NVIDIA CEO Jensen Huang used the term “Cambrian Explosion” to refer to the rapid growth in AI models. I think the term is appropriate to both AI software models and the specialized hardware that accelerates AI. I began publishing an annual blog in January 2019, summarizing the year’s innovations and forecasting what we expect for the coming year. But I am getting ahead of the story…