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,...
by Karl Freund | Aug 9, 2024 | In the News
The Silicon Valley startup has just raised an astonishing $640M in additional funding, and is valued at $2.8B. Have they captured AI Lightning in a bottle? Groq has announced a $640M Series D round at a valuation of $2.8B, led by BlackRock Private Equity Partners....
by Karl Freund | Jul 23, 2024 | In the News
Nvidia has fleshed out a complete software stack to ease custom model development and deployment for enterprises. Is this AI Nervana? And can AMD and Intel compete with this? In order for enterprises to adopt AI, its got to become a lot easier and more affordable....
by Karl Freund | Jul 1, 2024 | In the News
Qualcomm held a one day analyst event in San Diego updating us all on their AI research. Pretty amazing stuff, but the big news is yet to come with a new Oryon-based Snapdragon expected this Fall, and perhaps a new Cloud AI 100 next year. Qualcomm was pretty confident...
by Karl Freund | Jun 18, 2024 | In the News
Most of the investment buzz in AI hardware concentrates on the amazing accelerator chips that crunch the math required for neural networks, like Nvidia’s GPUs. But what about the rest of the story? CPUs and NICs that pre- and post-process the query add significant...
by Karl Freund | Jun 12, 2024 | In the News
2nm is the Next Big Thing in chip production, and Synopsys design tools and IP are now ready for production work and tape-outs on Samsung’s latest fab. Samsung has its eyes on the prize, hoping to secure more design wins as it competes with TSMC for the semiconductor...
by Karl Freund | Jun 12, 2024 | In the News
While there isn’t a lot of new hardware (none!), Nvidia and Intel show off their muscles and ability to run new models at scale. Ok, here we go again. MLCommons has released new AI benchmarks, this time for training. And again. Nvidia runs all AI models better than...
by Karl Freund | Jun 3, 2024 | In the News
Nvidia broadens its reach to ensure that AI delivers on its promises. AMD is building faster chips, faster. The Market appears to prefers the former: Nvidia is up nearly 5%, while AMD is down ~2.5% today. Which is better? Well Elon Musk said Sunday on X that his xAI...
by Karl Freund | May 15, 2024 | In the News
Qiskit has emerged as the go-to development platform for quantum coders, with over 550,000 users developing quantum circuits to run on quantum machines from eight vendors. IBM Research launched Qiskit (the “Quantum Information Science Kit”) in 2017 to...
by Karl Freund | May 10, 2024 | In the News
MediaTek mobile phone SoCs have historically been considered a) Asian, and b) low end. Thats all about to change with their Dimensity 9300 chip, which also enables entry into markets like the IoT and automotive, where the company is partnering with Nvidia for Advanced...