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Nvidia Improves Performance With 5x Faster AI. Yes, Software Matters.

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....

IBM Launches Quantum System Two And A Roadmap To Quantum Advantage

by Karl Freund | Dec 4, 2023 | In the News

IBM announced its path to achieve over 100,000 qubits and over a billion circuit gates. When realized, IBM may create the world’s first platform for universal computation in a quantum system. It sounds like Quantum Nirvana is finally in sight. Background...

Following MSFT & GOOG Lead, AWS Embraces Nvidia And Upgrades Own Chips

by Karl Freund | Nov 29, 2023 | In the News

As expected, Amazon AWS CEO Adam Selipsky announced updated AWS-engineered AI Training and Arm CPU chips to lower the cost of cloud services. But AWS has a problem: they have kept Nvidia at arm’s length to their detriment as Microsoft Azure increases market share. To...

The Good, Bad, And Ugly From Supercomputing ‘23, Or Nearby

by Karl Freund | Nov 20, 2023 | In the News

This year’s event was as much about AI as it was about HPC. The only booths not talking about AI were, well, nobody. Everyone was touting the miracles of AI, from CPUs to accelerators to system companies to networking vendors to storage to clouds to water cooling...

How Might OpenAI Outcomes Impact Nvidia, AMD, Intel And Microsoft?

by Karl Freund | Nov 20, 2023 | In the News

The story keeps changing, but one thing is for sure. There will be one more AI vendor who will need tens of thousands of new GPUs. As the Loony Tunes saga continues, thanks to the OpenAI board of directors (”Th.. Th.. Th.. That’s all, Folks!”), a ton of meetings in...

IBM Shares AI Strategy And A Wealth Of Customer AI Results

by Karl Freund | Nov 16, 2023 | In the News

Under CEO Arvind Krishna’s leadership and AI’s momentum, IBM has truly transformed its business, technology, and leadership. I should know; I worked there as an exec from 2000 to 2010. Now IBM is all about AI and Hybrid Cloud, with Quantum computing in sight. Lucky...
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