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...
by Karl Freund | Dec 15, 2023 | In the News
Intel has a multi-prong AI strategy. The company announced the AI PC and Intel Xeon Gen5 with excellent AI performance and TCO. Intel announced new products for desktops and servers, and the focus for both was AI, where Intel has a commanding lead over the...
by Karl Freund | Oct 3, 2023 | In the News
Thanks to Microsoft’s appetite for FPGAs in the data center, the programmable hardware chips were a hot story in 2015. So, Intel acquired Altera for $16.7B. Then AMD acquired Altera’s biggest competitor, Xilinx, in 2022 for a whopping $50B. Now, unsurprisingly, Intel...
by Karl Freund | Sep 25, 2023 | In the News
That phrase has dual meanings: AI will run everywhere, and AI was everywhere at the event. Pat Gelsinger’s keynote made it clear where Intel plans to innovate: AI. No surprise to anyone with a pulse, to be sure, but his enthusiasm was infectious. Every Intel employee...
