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...
by Karl Freund | Feb 9, 2024 | In the News
Nvidia’s largest customers (e.g., Google, Amazon, Microsoft, Meta, and OpenAI) are developing AI chips that compete with Nvidia, presenting a potential long-term threat to the AI leader. Jensen’s response? “We can help you do that.” Warning: this blog contains...
by Karl Freund | Feb 1, 2024 | In the News
Computational Fluid Dynamics, or CFD, software simulates the flow of fluids around an object in fine detail and is indispensable to auto and aerospace manufacturers. But it takes a lot of FLOPS to simulate how a full system (a car, plane, jet engine, …) behaves...
