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...
by Karl Freund | Feb 13, 2024 | In the News
2/15: Updated to include Tenstorrent While the Nvidia AI story has rightly captivated investor attention, competitors are readying alternatives. How might AMD, Intel, Cerebras, Tenstorrent, Groq, D-Matrix and all the Cloud Service Providers impact the market? As...
by Karl Freund | Jan 8, 2024 | In the News
2023 has been a fun year in AI, to say the least. OpenAI and ChatGPT changed nearly everything, and the AI revolution is just beginning. Nvidia will ship somewhere around 2 million H100-class GPUs in 2024, AMD is now shipping the MI300, and Intel Gaudi3 is coming...
