Q3 2021 Competitive Landscape Report – Including a One Year Subscription

by | Oct 7, 2021

Report Overview

Welcome to the third edition of the Cambrian-AI Research Competitive Landscape report. We hope you find this service to be of value and look forward to your feedback so we can continue to improve the report. The 3rd edition contains significant enhancements, a lower price, as well as the usual newest chip and benchmark announcements.

The AI acceleration landscape is quite diverse and includes chips designed for training and inference, deployed in data centers, smart edge devices, autonomous vehicles, and mobile phones. This report will concentrate on cloud and edge computing. Analysis of the mobile space is beyond our current capacity.

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Introduction
What’s New
Public Silicon and Service Providers

AMD
Amazon Web Services (AWS)
AWS Cloud AI Strategy
Baidu
Google Cloud
Intel
Sapphire Rapids
Ponte Vecchio Xe HPC GPU
NVIDIA
MLPerf Training V1.0
Enterprise AI
Grace
NVIDIA Background
The NVIDIA Ecosystem
Qualcomm
The Qualcomm Cloud AI100 in the Data Center
Conclusions: Qualcomm
Xilinx

The Startups

Blaize
Cerebras Systems
Buckle up for Brain-scale AI
The Weight Streaming Execution Model
Do We Really Need Such Massive AI’s? Do We Want Them?
Conclusions: Cerebras Systems
Q2 Cerebras Updates
Background
Enflame Technology (燧原)
Flex Logix
Deep Vision
Esperanto
Performance and Efficiency
Why RISC-V?
Conclusions: Esperanto
Graphcore
New MLPerf Results look good, not great
The second generation MK2
Groq
The Groq Tensor Streaming Processor
The Groq Single Core node
Mythic
What is Analog Computing?
Conclusions: Mythic
SambaNova Systems
The SamboNova Reconfigurable Dataflow Architecture
SimpleMachines
Tenstorrent
“It will take more than Brute Strength to win”

Qualitative Comparisons of AI Vendors
Performance and Power Comparisons: Training
Considerations and Conclusions
Background: A Brief Introduction to AI Processing

What is AI, and Why Is It Attracting So Much Capital?
AI Silicon Market Size
Training and Inference: Building and Using AI Models
The Primary Buyers

Competitive Comparison Pitfalls
Important Information About This Research

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