by Karl Freund | Oct 14, 2024 | In the News
As GPU’s become a bigger part of data center spend, the companies that provide the HBM memory needed to make them sing are benefitting tremendously. AI system performance is highly dependent on memory capacity, bandwidth and latency. Consequently, memory technology is...
by Karl Freund | Oct 14, 2024 | In the News
Flex is expanding its role in the AI data center market with power, cooling and infrastructure solutions for the most demanding AI servers. Artificial Intelligence (AI) is reshaping the data center, creating opportunities to help manage the flow of power and cooling...
by Karl Freund | Oct 11, 2024 | In the News
Chasing Nvidia is hard; Team Green simultaneously countered with new software that can triple AI performance. Consequently, AMD’s performance claims are already out of date. And AMD compared it against the older Hopper, not Blackwell which will ship long before the...
by Karl Freund | Oct 8, 2024 | In the News
Qualcomm’s auto-related revenue jumped 87% year over year in the second quarter this year, well ahead of rivals Nvidia and Mobileye. Qualcomm estimated its automotive pipeline to be $45B earlier this year, double that of the previous year. Qualcomm’s...
by Karl Freund | Oct 2, 2024 | In the News
If Cerebras can grow beyond its initial benefactor, G42, this IPO will be a rocket ship. If not, … It may be hard to believe, but there hasn’t been a single IPO for an AI hardware company. Period. Not One. Why? Because none of the startups have yet to achieve the...
