by Karl Freund | Oct 15, 2024 | In the News
Many think of Nvidia as a closed ecosystem. But as AI transitions from fast chips to address a full-system challenge, Nvidia is helping drive an open industry. Yes, CUDA is closed. Nvidia says it has to be closed in order to develolp an optimized software abstraction...
by Karl Freund | Oct 14, 2024 | In the News
As GPU’s become a bigger part of data center spend, the companies that provide the HBM memory needed to make them sing are benefitting tremendously. AI system performance is highly dependent on memory capacity, bandwidth and latency. Consequently, memory technology is...
by Karl Freund | Oct 14, 2024 | In the News
Flex is expanding its role in the AI data center market with power, cooling and infrastructure solutions for the most demanding AI servers. Artificial Intelligence (AI) is reshaping the data center, creating opportunities to help manage the flow of power and cooling...
by Karl Freund | Oct 11, 2024 | In the News
Chasing Nvidia is hard; Team Green simultaneously countered with new software that can triple AI performance. Consequently, AMD’s performance claims are already out of date. And AMD compared it against the older Hopper, not Blackwell which will ship long before the...
by Karl Freund | Oct 8, 2024 | In the News
Qualcomm’s auto-related revenue jumped 87% year over year in the second quarter this year, well ahead of rivals Nvidia and Mobileye. Qualcomm estimated its automotive pipeline to be $45B earlier this year, double that of the previous year. Qualcomm’s...
