by Karl Freund | Apr 3, 2025 | In the News
After only 14 days on the job, Monday was showtime for Intel’s newest CEO, Lip-Bu Tan. During his keynote at the Intel Vision event in Las Vegas, Mr. Tan reiterated the messages communicated in his shareholder letter two weeks ago. He wants to focus Intel on...
by Karl Freund | Apr 2, 2025 | In the News
Everyone is not just talking about AI inference processing; they are doing it. Analyst firm Gartner released a new report this week forecasting that global generative AI spending will hit $644 billion in 2025, growing 76.4% year-over-year. Meanwhile, MarketsandMarkets...
by Karl Freund | Mar 21, 2025 | In the News
At this year’s GTC event in San Jose, Nvidia CEO Jensen Huang held over 25,000 people in the palm of his hand, captivated by his vision of AI and how it could transform the world we live in. Some folks in the audience couldn’t keep up and started fiddling...
by Karl Freund | Mar 14, 2025 | In the News
This article was first published in EE Times. Synopsys recently launched two new hardware-assisted verification (HAV) systems, intended to address the need for specialized hardware to manage the complexity of modern chip design. In this article, we look at the...
by Karl Freund | Mar 12, 2025 | In the News
Thanks to innovations like DeepSeek, training AI has become cheaper. However, inference is becoming more demanding as we ask AI to think harder before answering our questions. Nvidia, Groq, and Cerebras Systems (clients of Cambrian-AI Research) have all released...
by Karl Freund | Mar 4, 2025 | In the News
Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s “Fast Money” program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I...
