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Nvidia Contributes Blackwell And Ethernet Tech To Meta’s Open Compute

by Karl Freund | Oct 15, 2024 | In the News

Many think of Nvidia as a closed ecosystem. But as AI transitions from fast chips to address a full-system challenge, Nvidia is helping drive an open industry. Yes, CUDA is closed. Nvidia says it has to be closed in order to develolp an optimized software abstraction...

The 2024 AI HW Summit: Here’s What Caught My Attention

by Karl Freund | Sep 18, 2024 | In the News

The Summit drew over 1000 attendees this year, with scores of presentations and hundreds of AI leaders from large companies as well as many startups. Every September since 2019, the AI HW Summit in the Bay Area has been the focal point for new technologies around AI....

AI Chip Vendors: A Look At Who’s Who In The Zoo In 2024

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...

The Good, Bad, And Ugly From Supercomputing ‘23, Or Nearby

by Karl Freund | Nov 20, 2023 | In the News

This year’s event was as much about AI as it was about HPC. The only booths not talking about AI were, well, nobody. Everyone was touting the miracles of AI, from CPUs to accelerators to system companies to networking vendors to storage to clouds to water cooling...

How Might OpenAI Outcomes Impact Nvidia, AMD, Intel And Microsoft?

by Karl Freund | Nov 20, 2023 | In the News

The story keeps changing, but one thing is for sure. There will be one more AI vendor who will need tens of thousands of new GPUs. As the Loony Tunes saga continues, thanks to the OpenAI board of directors (”Th.. Th.. Th.. That’s all, Folks!”), a ton of meetings in...
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