by Karl Freund | Oct 2, 2024 | In the News
If Cerebras can grow beyond its initial benefactor, G42, this IPO will be a rocket ship. If not, … It may be hard to believe, but there hasn’t been a single IPO for an AI hardware company. Period. Not One. Why? Because none of the startups have yet to achieve the...
by Karl Freund | Sep 25, 2024 | In the News
While acquisition rumors swirled, Intel launched two products that are vital to the success of Pat Gelsinger’s turnaround strategy. But are they competitive? While the press is full of reports of Qualcomm’s potential acquisition of Intel, which we doubt will...
by Karl Freund | Sep 18, 2024 | In the News
The Summit drew over 1000 attendees this year, with scores of presentations and hundreds of AI leaders from large companies as well as many startups. Every September since 2019, the AI HW Summit in the Bay Area has been the focal point for new technologies around AI....
by Karl Freund | Sep 18, 2024 | In the News
IBM Qiskit, used to develop quantum circuits, is being augmented with a Quantum Function Catalog, is also being updated to deliver faster performance to speed application development. When Qiskit launched in 2017, the Quantum development tool helped learners and...
by Karl Freund | Aug 28, 2024 | In the News
New benchmark results from AMD, Untether AI, Google, Intel, and Nvidia demonstrate the converging AI silicon performance competition. However, system design, networking, and software make AI sing and dance. And that’s where Nvidia excels. Finally, I can stop whining...
by Karl Freund | Aug 27, 2024 | In the News
Cerebras’ Wafer-Scale Engine has only been used for AI training, but new software enables leadership inference processing performance and costs. Should Nvidia be afraid? As Cerebras prepares to go public, it has expanded its target markets and competitive stance by...
by Karl Freund | Aug 26, 2024 | In the News
IBM has announced the Telum II Processor with shared on-chip AI and, perhaps surprisingly, the Spyre Accelerator, delivered on a PCIe card and designed to accelerate AI models, including LLM Generative AI. The new chips will ship in the yet-to-be-announced...
by Karl Freund | Aug 21, 2024 | In the News
The National Institute of Standards and Technology (NIST) has confirmed three algorithms co-developed by IBM Research, which are used to protect sensitive infrastructure and data from attacks by bad actors using Quantum Computers to break the existing encryption. As...
by Karl Freund | Aug 20, 2024 | In the News
By acquiring ZT Systems, a favorite Hyperscale systems designer, AMD addresses a fundamental weakness it faces versus Nvidia: AI requires a complete system design, not just a fast chip. What else must it do to grab a 20% share? At a recent investment conference hosted...
by Karl Freund | Aug 9, 2024 | In the News
Nvidia CEO Jensen Huang believes Physical AI will be the next big thing. Emerging robots will take many forms, all powered by AI. Recently Nvidia has been extolling a future where robots will be everywhere. Intelligence machines will be in the kitchen, the factory,...
