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 | 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...
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...
by Karl Freund | Apr 4, 2023 | In the News
Company’s interconnect eliminates the need for expensive interposers, accelerating AI processing; could double the amount of memory for AI like ChatGTP, saving millions. Artificial Intelligence is finally having its iPhone moment. The launch of ChatGPT led to waves of...
by Karl Freund | Feb 7, 2023 | In the News
That wasn’t that hard, now, was it? The Bingmasters blended the prose results from ChatGPT with advertising revenue generating web urls. I’m switching to Bing! For the last 2 months, everyone (well, investors and the media) has been speculating how ChatGPT could...