by Karl Freund | Dec 15, 2023 | In the News
Intel has a multi-prong AI strategy. The company announced the AI PC and Intel Xeon Gen5 with excellent AI performance and TCO. Intel announced new products for desktops and servers, and the focus for both was AI, where Intel has a commanding lead over the...
by Karl Freund | Dec 13, 2023 | In the News
At the MI300 launch, AMD claimed it had significantly better performance than Nvidia. While the AMD chip does look good, and will probably run most AI just fine out of the box, the company did not use the fastest Nvidia software. The difference is enormous. At a...
by Karl Freund | Dec 12, 2023 | In the News
Qualcomm gave us an end-of-year update on the new Snapdragon X Elite, the company’s bold effort to create an Arm-based PC ecosystem. The future looks bright, especially if Qualcomm can incentivize ISVs to natively port to Arm. Last September, Qualcomm focused its...
by Karl Freund | Dec 12, 2023 | In the News
With revenue and customer commitments approaching $1B, Cerebras’ Wafer Scale Engine has likely generated more business than all other startup players combined. Needless to say, CEO Andrew Feldman is feeling pretty bullish about 2024. As previously discussed, Cerebras...
by Karl Freund | Dec 6, 2023 | In the News
The hardware looks quite capable, but the software optimization story has a long way to go to get close to Nvidia. But given the current demand/supply imbalance, I suspect AMD can sell all they can make. AMD launched the MI300 in San Jose to an anxious audience of...
by Karl Freund | Dec 5, 2023 | In the News
Nvidia’s pre-emptive strike may blunt AMD MI300 news, pointing to the company’s key advantage in AI software. AMD will host a big announcement this week in San Jose, where the company will announce details about its new flagship GPU for generative AI, the MI300....
