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The Good, Bad, And Ugly From Supercomputing ‘23, Or Nearby

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...

How Might OpenAI Outcomes Impact Nvidia, AMD, Intel And Microsoft?

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...

IBM Shares AI Strategy And A Wealth Of Customer AI Results

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...

Microsoft Announces Maia AI, Arm CPU, AMD MI300, & New Nvidia for Azure

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...

Qualcomm Cloud AI100 Ultra: 4 Times The Performance For Large Models

by Karl Freund | Nov 15, 2023 | In the News

We haven’t heard from Qualcomm in a while regarding their power-efficient data center inference accelerator, which still holds the record for power efficiency, according to MLCommons benchmarking. Now Qualcomm has announced a new “Ultra” version that delivers...
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