by Karl Freund | Jun 24, 2026 | In the News
At the Qualcomm 2026 Investor Day, the company disclosed it’s data center roadmap and, perhaps more importantly, announced that Meta has entered into a multi-year, multi-generation agreement with Qualcomm to deploy its data center technologies. This is a strong...
by Karl Freund | Jun 15, 2026 | In the News
Remember in high school when your math teacher tried to teach (logarithmic) log math? Yeah, me either. But now Tensordyne, a startup based in Germany and California, has launched an AI accelerator that operates in the logarithmic domain, claiming a 17-fold improvement...
by Karl Freund | Jan 15, 2026 | In the News
Cerebras, famous for being the only AI company with a full wafer-scale chip, has landed OpenAI, its first major US-based hyperscaler. Prior to this deal, Cerebras has been successful securing investments and system commitments from a relatively small number of...
by Karl Freund | Oct 21, 2025 | In the News
While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...
by Karl Freund | Aug 22, 2025 | In the News
The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most...
