by Karl Freund | Dec 9, 2024 | In the News
The idea of chiplets is simple: develop the best semiconductors for the needed functions using the most proper manufacturing process. Then combine an assortment of chiplets on a multi-die package, and voila! A lower-cost approach to advanced semiconductors. The...
by Karl Freund | Sep 25, 2024 | In the News
While acquisition rumors swirled, Intel launched two products that are vital to the success of Pat Gelsinger’s turnaround strategy. But are they competitive? While the press is full of reports of Qualcomm’s potential acquisition of Intel, which we doubt will...
by Karl Freund | Apr 9, 2024 | In the News
Intel established itself as a competitive alternative to the Nvidia H100, joining AMD in offering a platform that can run the generative AI models more cost-effectively. Intel took the covers off the new Gaudi-3 AI accelerator this week at the annual Intel Vision...
by Karl Freund | Mar 27, 2024 | In the News
Nvidia did not submit results for Blackwell either, as it wasn’t ready when results had to be submitted, but still won the race with the Hopper GPU by up to 4X. Too bad for AMD, as they probably have the most to gain by publishing results for the MI300, even if Hopper...
by Karl Freund | Feb 13, 2024 | In the News
2/15: Updated to include Tenstorrent While the Nvidia AI story has rightly captivated investor attention, competitors are readying alternatives. How might AMD, Intel, Cerebras, Tenstorrent, Groq, D-Matrix and all the Cloud Service Providers impact the market? As...
