by Karl Freund | Nov 20, 2023 | In the News
This year’s event was as much about AI as it was about HPC. The only booths not talking about AI were, well, nobody. Everyone was touting the miracles of AI, from CPUs to accelerators to system companies to networking vendors to storage to clouds to water cooling...
by Karl Freund | Nov 20, 2023 | In the News
The story keeps changing, but one thing is for sure. There will be one more AI vendor who will need tens of thousands of new GPUs. As the Loony Tunes saga continues, thanks to the OpenAI board of directors (”Th.. Th.. Th.. That’s all, Folks!”), a ton of meetings in...
by Karl Freund | Nov 16, 2023 | In the News
In case you missed Satya Nadella’s keynote, here is a summary of vast array of news and my perspectives. Big impact on MSFT, AMD, AWS, and NVDA. CEO Satya Nadella presented a keynote packed with new product announcements. In case you didn’t watch it, here’s the news...
by Karl Freund | Oct 3, 2023 | In the News
Thanks to Microsoft’s appetite for FPGAs in the data center, the programmable hardware chips were a hot story in 2015. So, Intel acquired Altera for $16.7B. Then AMD acquired Altera’s biggest competitor, Xilinx, in 2022 for a whopping $50B. Now, unsurprisingly, Intel...
by Karl Freund | Sep 25, 2023 | In the News
Recently, TechSpot erroneously reported otherwise, and I expressed my surprise and dismay here on Forbes. Now, lets set the record straight: AMD has been shipping the industry’s first AI-enabled x86 CPU chip for PCs since May. The company has been shipping a high-end...
