by Karl Freund | Feb 29, 2024 | In the News
Normally, an AI Industry Analyst like myself would not take notice of a new version of Ethernet; its IP is fairly staid technology these days. But now the demands of high performance AI has changed the game, again. CPU, Accelerators, and Switch vendors depend on...
by Karl Freund | Feb 13, 2024 | In the News
2/15: Updated to include Tenstorrent While the Nvidia AI story has rightly captivated investor attention, competitors are readying alternatives. How might AMD, Intel, Cerebras, Tenstorrent, Groq, D-Matrix and all the Cloud Service Providers impact the market? As...
by Karl Freund | Feb 9, 2024 | In the News
Nvidia’s largest customers (e.g., Google, Amazon, Microsoft, Meta, and OpenAI) are developing AI chips that compete with Nvidia, presenting a potential long-term threat to the AI leader. Jensen’s response? “We can help you do that.” Warning: this blog contains...
by Karl Freund | Feb 1, 2024 | In the News
Computational Fluid Dynamics, or CFD, software simulates the flow of fluids around an object in fine detail and is indispensable to auto and aerospace manufacturers. But it takes a lot of FLOPS to simulate how a full system (a car, plane, jet engine, …) behaves...
by Karl Freund | Jan 31, 2024 | In the News
IBM Research has doubled the capacity of its Vela AI Supercomputer, part of the IBM Cloud, to handle the strong growth in watsonx models and has aggressive plans to continue to expand and enhance AI inferencing with its own accelerator, the IBM AIU. A year ago, IBM...
