by Karl Freund | Mar 15, 2024 | In the News
The IBM Institute for Business Value (IBV) has published a beautiful book, good to read and also a substantial addition to any executive office: the fourth edition of The Quantum Decade. The 168-page tome written by over 70 professionals in every industry, clearly...
by Karl Freund | Mar 14, 2024 | In the News
As we approach Nvidia GTC, its worth noting that there is another player in town. Or south of town, in San Diego: Qualcomm. The company has been building AI expertise and technology for over a decade, and we believe its lead over mobile rivals in both AI hardware and...
by Karl Freund | Mar 13, 2024 | In the News
The newest system from Cerebras can handle multi-trillion parameter generative AI problems at twice the performance of its predecessor, while partnering with Qualcomm will help them cut inference processing costs by 10X. Cerebras Systems, the innovative startup who’s...
by Karl Freund | Mar 6, 2024 | In the News
In these explosive times and stock market surges, let’s look at where we might find the nuggets of new growth. Nvidia will focus on additional growth opportunities in Inference processing, Software, Edge, and Automotive; Nvidia is nowhere near Peak AI. Yes, GTC is a...
by Karl Freund | Feb 29, 2024 | In the News
Normally, an AI Industry Analyst like myself would not take notice of a new version of Ethernet; its IP is fairly staid technology these days. But now the demands of high performance AI has changed the game, again. CPU, Accelerators, and Switch vendors depend on...
by Karl Freund | Feb 13, 2024 | In the News
2/15: Updated to include Tenstorrent While the Nvidia AI story has rightly captivated investor attention, competitors are readying alternatives. How might AMD, Intel, Cerebras, Tenstorrent, Groq, D-Matrix and all the Cloud Service Providers impact the market? As...
