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How AI Changes The Role Of Memory Companies And Their Value

by Karl Freund | Oct 14, 2024 | In the News

As GPU’s become a bigger part of data center spend, the companies that provide the HBM memory needed to make them sing are benefitting tremendously. AI system performance is highly dependent on memory capacity, bandwidth and latency. Consequently, memory technology is...

NVIDIA L40S: A Datacenter GPU For Omniverse And Graphics That Can Also Accelerate AI Training & Inference

by Karl Freund | Aug 30, 2023 | In the News

I’m getting a lot of inquiries from investors about the potential for this new GPU and for good reasons; it is fast! NVIDIA announced a new passively-cooled GPU at SIGGRAPH, the PCIe-based L40S, and most of us analysts just considered this to be an upgrade to the...
Raja Koduri on Tenstorrent and the Potential of RISC-V in the Data Center

Raja Koduri on Tenstorrent and the Potential of RISC-V in the Data Center

by Karl Freund | Apr 7, 2023 | Video

Raja Koduri, ex chief of GPUs at Intel and AMD, has joined the board of directors at Tenstorrent. See what he thinks about the company, and the potential of RISC-V in the data center in this lively interview. More Cambrian-AI Visions Video Interviews Shankar...

Cerebras Publishes 7 Trained Generative AI Models To Open Source

by Karl Freund | Mar 28, 2023 | In the News

The AI company is the first to use Non-GPU tech to train GPT-based Large Language Models and make available to the AI community. The early days of an open AI community, sharing work and building on each other’s success, is over. As there is now much more money at...

NVIDIA Launches New GPUs And Services for Generative AI Inferencing

by Karl Freund | Mar 21, 2023 | In the News

A new PCI-card with 12 times more inference throughput for large models like ChatGPT and NeMo services for Foundation Model customizations. Jensen Huang was thoroughly enjoying his virtual stage time at this year’s GTC event. Why not? His company’s stock is up...

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  • Nvidia Takes Major Step To Leverage Its Rack-Scale Ecosystem
  • Speeding AI With Co-Processors
  • EDA Vendors Help Intel Get The USA Back Into Chip Manufacturing

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