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 | Nov 8, 2023 | In the News
When the number two provider of CPU designs jumps on the RISC-V train, it is a significant milestone. The open-source RISC-V design is on a roll, displacing Arm in many SoC development plans. ARC and Arm are both companies that design and license microprocessor (CPU)...
by Karl Freund | Jun 7, 2022 | In the News
Two industry events have provided the stage for NVIDIA to share their plans for a proprietary Arm CPU based product line that we believe will transform their own business and the AI/HPC industry landscape. NVIDIA used the annual Computex and International Super...
by Karl Freund | Sep 8, 2021 | In the News
European regulators are again expressing concerns about the impact on competition. But the alternatives for Arm could be worse. NVIDIA does not need to acquire Arm to keep growing like a weed. The acquisition would add to NVIDIA’s revenue and growth, to be sure, but...
by Karl Freund | Sep 28, 2020 | AI and Machine Learning, In the News
I often opine that NVIDIA needs a data center-class CPU to compete with Intel and AMD, both of whom have used tightly-coupled CPU/GPU technology to win the first three U.S. exascale supercomputer deals. Connecting massive GPUs to fast CPUs over a painfully slow PCIe...
