by Karl Freund | Jul 1, 2024 | In the News
Qualcomm held a one day analyst event in San Diego updating us all on their AI research. Pretty amazing stuff, but the big news is yet to come with a new Oryon-based Snapdragon expected this Fall, and perhaps a new Cloud AI 100 next year. Qualcomm was pretty confident...
by Karl Freund | Jun 18, 2024 | In the News
Most of the investment buzz in AI hardware concentrates on the amazing accelerator chips that crunch the math required for neural networks, like Nvidia’s GPUs. But what about the rest of the story? CPUs and NICs that pre- and post-process the query add significant...
by Karl Freund | Jun 12, 2024 | In the News
2nm is the Next Big Thing in chip production, and Synopsys design tools and IP are now ready for production work and tape-outs on Samsung’s latest fab. Samsung has its eyes on the prize, hoping to secure more design wins as it competes with TSMC for the semiconductor...
by Karl Freund | Jun 12, 2024 | In the News
While there isn’t a lot of new hardware (none!), Nvidia and Intel show off their muscles and ability to run new models at scale. Ok, here we go again. MLCommons has released new AI benchmarks, this time for training. And again. Nvidia runs all AI models better than...
by Karl Freund | Jun 3, 2024 | In the News
Nvidia broadens its reach to ensure that AI delivers on its promises. AMD is building faster chips, faster. The Market appears to prefers the former: Nvidia is up nearly 5%, while AMD is down ~2.5% today. Which is better? Well Elon Musk said Sunday on X that his xAI...
