by Karl Freund | Mar 14, 2024 | In the News
As we approach Nvidia GTC, its worth noting that there is another player in town. Or south of town, in San Diego: Qualcomm. The company has been building AI expertise and technology for over a decade, and we believe its lead over mobile rivals in both AI hardware and...
by Karl Freund | Mar 13, 2024 | In the News
The newest system from Cerebras can handle multi-trillion parameter generative AI problems at twice the performance of its predecessor, while partnering with Qualcomm will help them cut inference processing costs by 10X. Cerebras Systems, the innovative startup who’s...
by Karl Freund | Mar 6, 2024 | In the News
In these explosive times and stock market surges, let’s look at where we might find the nuggets of new growth. Nvidia will focus on additional growth opportunities in Inference processing, Software, Edge, and Automotive; Nvidia is nowhere near Peak AI. Yes, GTC is a...
by Karl Freund | Feb 29, 2024 | In the News
Normally, an AI Industry Analyst like myself would not take notice of a new version of Ethernet; its IP is fairly staid technology these days. But now the demands of high performance AI has changed the game, again. CPU, Accelerators, and Switch vendors depend on...
by Karl Freund | Feb 13, 2024 | In the News
2/15: Updated to include Tenstorrent While the Nvidia AI story has rightly captivated investor attention, competitors are readying alternatives. How might AMD, Intel, Cerebras, Tenstorrent, Groq, D-Matrix and all the Cloud Service Providers impact the market? As...
by Karl Freund | Feb 9, 2024 | In the News
Nvidia’s largest customers (e.g., Google, Amazon, Microsoft, Meta, and OpenAI) are developing AI chips that compete with Nvidia, presenting a potential long-term threat to the AI leader. Jensen’s response? “We can help you do that.” Warning: this blog contains...
by Karl Freund | Feb 1, 2024 | In the News
Computational Fluid Dynamics, or CFD, software simulates the flow of fluids around an object in fine detail and is indispensable to auto and aerospace manufacturers. But it takes a lot of FLOPS to simulate how a full system (a car, plane, jet engine, …) behaves...
by Karl Freund | Jan 31, 2024 | In the News
IBM Research has doubled the capacity of its Vela AI Supercomputer, part of the IBM Cloud, to handle the strong growth in watsonx models and has aggressive plans to continue to expand and enhance AI inferencing with its own accelerator, the IBM AIU. A year ago, IBM...
by Karl Freund | Jan 8, 2024 | In the News
2023 has been a fun year in AI, to say the least. OpenAI and ChatGPT changed nearly everything, and the AI revolution is just beginning. Nvidia will ship somewhere around 2 million H100-class GPUs in 2024, AMD is now shipping the MI300, and Intel Gaudi3 is coming...
by Karl Freund | Jan 8, 2024 | In the News
The Mayo Clinic has one of the world’s most extensive and valuable health data sets. AI can now transform that treasure trove into better health outcomes and scientific understanding, and Cerebras has been selected to help. As we noted last Fall, Cerebras is one of...
