Is Intel Turning The Corner?

Intel stock is up 35% in the last three weeks on a string of good news. Is there more to come? Semiconductors have been one of the fastest growing segments on Wall Street this year. Intel has quietly recovered its losses over the last year, with the bulk of the...

Is The New AMD MI300X Better Than The NVIDIA H100?

AMD disclosed a few more details on the MI300 GPU, due later this year, with support for 192GB of memory on the MI300X. Here’s what we know. In today’s world of ChatGPT, everyone keeps asking if the NVIDIA A100 and H100 GPUs are the only platforms that can deliver the...

Will AMD’s MI300 Beat NVIDIA In AI?

The upcoming MI300, which will ship Latter this year after NVIDIA’s Grace/Hopper Superchip, certainly has a shot at it. But there remain a lot of unknowns that will determine how well it performs for AI applications. And then there is Software. Yeah, Software. Lots of...