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...
by Karl Freund | Sep 20, 2023 | In the News
TechSpot has issued a retraction, says the reporter ‘misrepresented’ AMD spokesperson… this article has been subsequently updated…. TechSpot issued a correction on their interview with Justin Galton of AMD, noting “…unfortunately the source for that story...
by Karl Freund | Jun 30, 2023 | In the News
MosaicML, just acquired by DataBricks for $1.3B, published some interesting benchmarks for training LLMs on the AMD MI250 GPU, and said it is ~80% as fast as an NVIDIA A100. Did the world just change? To be brutally honest, everyone wants to see a fight, between AMD...
