Pat Gelsinger’s First Big Bet

Pat Gelsinger’s First Big Bet

New Intel CEO pledges $20B in Fab investments. Is that enough? What’s next? Newly installed Intel CEO Pat Gelsinger didn’t waste any time announcing that his top priority will be to “fix” the company’s manufacturing shortcomings which have delayed recent products by...
Competitive Landscape Excerpt: AMD

Competitive Landscape Excerpt: AMD

As a bookend to AMD’s EPYC3 launch earlier this week, I thought I should share my thoughts on the company’s AI chip, the MI100, excerpted and updated from the Q1 Competitive Landscape Report. The company’s new GPU is a solid first effort for AMD’s revived data center...
AMD Launches 3rd Generation EPYC

AMD Launches 3rd Generation EPYC

While Gigabyte builds EPYC Server with Qualcomm AI Chips! Honestly, I struggled to decide which of these two announcements deserves headline status. Both are pretty exciting. One extends AMD’s leadership over Intel for server CPUs, and the other combines these fast...
If You Love AI, Do Not Miss NVIDIA GTC This Year!

If You Love AI, Do Not Miss NVIDIA GTC This Year!

I just got an email from NVIDIA touting this year’s GTC event (April 12-16) and have to share this with you, in case you haven’t already heard. The virtual graphics, AI, and HPC event will headline AI pioneers Yoshua Bengio (University of Montreal), Geoffrey Hinton...
IBM Nears Breakthrough In New  Memory Class

IBM Nears Breakthrough In New Memory Class

IBM Research has been working on new non-volatile magnetic memory for over two decades. Non-volatile memory is wonderful for retaining data without power, but it is extremely slow, and does not last forever. Primary computer memory (Dynamic Random Access Memory, or...
The Cambrian AI Landscape: Qualcomm

The Cambrian AI Landscape: Qualcomm

Can the mobile chip giant finally break into the data center? Qualcomm began sampling the Cloud AI100 to select data center customers last quarter.  The performance looks to be promising, based on the limited benchmarks we have seen, and the power efficiency for...