by Karl Freund | Nov 29, 2023 | In the News
As expected, Amazon AWS CEO Adam Selipsky announced updated AWS-engineered AI Training and Arm CPU chips to lower the cost of cloud services. But AWS has a problem: they have kept Nvidia at arm’s length to their detriment as Microsoft Azure increases market share. To...
by Karl Freund | Nov 20, 2023 | In the News
This year’s event was as much about AI as it was about HPC. The only booths not talking about AI were, well, nobody. Everyone was touting the miracles of AI, from CPUs to accelerators to system companies to networking vendors to storage to clouds to water cooling...
by Karl Freund | Nov 20, 2023 | In the News
The story keeps changing, but one thing is for sure. There will be one more AI vendor who will need tens of thousands of new GPUs. As the Loony Tunes saga continues, thanks to the OpenAI board of directors (”Th.. Th.. Th.. That’s all, Folks!”), a ton of meetings in...
by Karl Freund | Nov 16, 2023 | In the News
Under CEO Arvind Krishna’s leadership and AI’s momentum, IBM has truly transformed its business, technology, and leadership. I should know; I worked there as an exec from 2000 to 2010. Now IBM is all about AI and Hybrid Cloud, with Quantum computing in sight. Lucky...
by Karl Freund | Nov 16, 2023 | In the News
In case you missed Satya Nadella’s keynote, here is a summary of vast array of news and my perspectives. Big impact on MSFT, AMD, AWS, and NVDA. CEO Satya Nadella presented a keynote packed with new product announcements. In case you didn’t watch it, here’s the news...
