by Karl Freund | Dec 20, 2023 | Video
In this installment of the Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research provide discuss the big moments and the state of AI computing that has hyper-charged the semiconductor industry and made an “AI giant” of...
by Karl Freund | Dec 19, 2023 | In the News
Using AI reduces design costs, improves yields and performance, and shortens time-to-market for better chips. Synopsys, Cadence Design Systems, and many hyperscal chip designers are now adopting generative AI capabilities to facilitate chip design. Think of this as...
by Karl Freund | Dec 15, 2023 | In the News
Intel has a multi-prong AI strategy. The company announced the AI PC and Intel Xeon Gen5 with excellent AI performance and TCO. Intel announced new products for desktops and servers, and the focus for both was AI, where Intel has a commanding lead over the...
by Karl Freund | Dec 13, 2023 | In the News
At the MI300 launch, AMD claimed it had significantly better performance than Nvidia. While the AMD chip does look good, and will probably run most AI just fine out of the box, the company did not use the fastest Nvidia software. The difference is enormous. At a...
by Karl Freund | Dec 12, 2023 | In the News
Qualcomm gave us an end-of-year update on the new Snapdragon X Elite, the company’s bold effort to create an Arm-based PC ecosystem. The future looks bright, especially if Qualcomm can incentivize ISVs to natively port to Arm. Last September, Qualcomm focused its...
by Karl Freund | Dec 12, 2023 | In the News
With revenue and customer commitments approaching $1B, Cerebras’ Wafer Scale Engine has likely generated more business than all other startup players combined. Needless to say, CEO Andrew Feldman is feeling pretty bullish about 2024. As previously discussed, Cerebras...
by Karl Freund | Dec 11, 2023 | Video
Cerebras was THE most successful AI startup in 2023. What’s next for the inventor of the Wafer Scale Engine? More Cambrian-AI Visions Video Interviews Krishna Rangasayee of Sima.ai on the Use Cases and Technology Trends for AI at the Edge. Sima.ai CEO Krishna...
by Karl Freund | Dec 6, 2023 | In the News
The hardware looks quite capable, but the software optimization story has a long way to go to get close to Nvidia. But given the current demand/supply imbalance, I suspect AMD can sell all they can make. AMD launched the MI300 in San Jose to an anxious audience of...
by Karl Freund | Dec 5, 2023 | In the News
Nvidia’s pre-emptive strike may blunt AMD MI300 news, pointing to the company’s key advantage in AI software. AMD will host a big announcement this week in San Jose, where the company will announce details about its new flagship GPU for generative AI, the MI300....
by Karl Freund | Dec 4, 2023 | In the News
IBM announced its path to achieve over 100,000 qubits and over a billion circuit gates. When realized, IBM may create the world’s first platform for universal computation in a quantum system. It sounds like Quantum Nirvana is finally in sight. Background...
