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...
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...
