by Karl Freund | Aug 23, 2025 | In the News
Everyone thinks they are a comic. And everyone in big-cap high tech says they can design better and/or cheaper AI chip alternatives to the industry leader, Nvidia. Turns out, it’s simply not so easy. Apple and AWS have recently faced setbacks in AI growth, and Tesla...
by Karl Freund | Jul 11, 2025 | In the News
While GPU performance has been the focus in data centers over the last few years, the performance of fabrics has become a key enabler or bottleneck in achieving the throughput and latency required to create and deliver artificial intelligence at scale. Nvidia’s...
by Karl Freund | Jun 12, 2025 | In the News
AMD held their now-annual Advancing AI event today in Silicon Valley, with new GPUs, new networking, new software, and even a rack-scale architecture for 2026/27 to better compete with the Nvidia NVL72 that is taking the AI world by storm. Let’s dive in! Net-Net...
by Karl Freund | Jun 4, 2025 | In the News
As you AI pros know, the 125-member MLCommons organization alternates training and inference benchmarks every three months. This time around, its all about training, which remains the largest AI hardware market, although not by much as inference drives more growth as...
by Karl Freund | Apr 2, 2025 | In the News
Everyone is not just talking about AI inference processing; they are doing it. Analyst firm Gartner released a new report this week forecasting that global generative AI spending will hit $644 billion in 2025, growing 76.4% year-over-year. Meanwhile, MarketsandMarkets...
