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....
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...
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...
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...
