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...
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...
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...
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...
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...