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...
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...
by Karl Freund | Nov 13, 2023 | In the News
The only AI Hardware startup to realize revenue exceeding $100M has finished the first phase of Condor Galaxy 1 AI Supercomputer with partner G42 of the UAE. Other Cerebras customers are sharing their CS-2 results at Supercomputing ‘23, building momentum for the...
