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 | 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 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 | 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 | Apr 17, 2024 | In the News
Cadence has updated its platforms that supports chip design teams, offering more than 2X more capacity and 1.5X faster performance than the previous generation and can support chips up to 48 billion gates. Designing and testing chips is constantly becoming more...
