by Karl Freund | Dec 12, 2023 | In the News
With revenue and customer commitments approaching $1B, Cerebras’ Wafer Scale Engine has likely generated more business than all other startup players combined. Needless to say, CEO Andrew Feldman is feeling pretty bullish about 2024. As previously discussed, Cerebras...
by Karl Freund | Dec 11, 2023 | Video
Cerebras was THE most successful AI startup in 2023. What’s next for the inventor of the Wafer Scale Engine? More Cambrian-AI Visions Video Interviews Krishna Rangasayee of Sima.ai on the Use Cases and Technology Trends for AI at the Edge. Sima.ai CEO Krishna...
by Karl Freund | Dec 6, 2023 | In the News
The hardware looks quite capable, but the software optimization story has a long way to go to get close to Nvidia. But given the current demand/supply imbalance, I suspect AMD can sell all they can make. AMD launched the MI300 in San Jose to an anxious audience of...
by Karl Freund | Dec 5, 2023 | In the News
Nvidia’s pre-emptive strike may blunt AMD MI300 news, pointing to the company’s key advantage in AI software. AMD will host a big announcement this week in San Jose, where the company will announce details about its new flagship GPU for generative AI, the MI300....
by Karl Freund | Dec 4, 2023 | In the News
IBM announced its path to achieve over 100,000 qubits and over a billion circuit gates. When realized, IBM may create the world’s first platform for universal computation in a quantum system. It sounds like Quantum Nirvana is finally in sight. Background...