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Qualcomm Makes Its Push For PC Relevance, Leading With AI

by Karl Freund | Dec 12, 2023 | In the News

Qualcomm gave us an end-of-year update on the new Snapdragon X Elite, the company’s bold effort to create an Arm-based PC ecosystem. The future looks bright, especially if Qualcomm can incentivize ISVs to natively port to Arm. Last September, Qualcomm focused its...

Cerebras, 23’s Most Successful AI Startup, Sees A Bright Future

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...
Andrew Feldman, CEO of Cerebras, on what’s next for the inventor of the Wafer Scale Engine?

Andrew Feldman, CEO of Cerebras, on what’s next for the inventor of the Wafer Scale Engine?

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...

AMD Claims MI300X Is The World’s Fastest AI Hardware

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...

Nvidia Improves Performance With 5x Faster AI. Yes, Software Matters.

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....
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