by Karl Freund | Oct 16, 2024 | In the News
A Digital Twin of your Data Center can help identify and reduce wasted IT infrastructure, even before you build it. Nvidia uses one to plan and operate its AI supercomputers, as eliminating wasted IT has an enormous economic impact and improves reliability and...
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...
by Karl Freund | Oct 11, 2024 | In the News
Chasing Nvidia is hard; Team Green simultaneously countered with new software that can triple AI performance. Consequently, AMD’s performance claims are already out of date. And AMD compared it against the older Hopper, not Blackwell which will ship long before the...
by Karl Freund | Oct 8, 2024 | In the News
Qualcomm’s auto-related revenue jumped 87% year over year in the second quarter this year, well ahead of rivals Nvidia and Mobileye. Qualcomm estimated its automotive pipeline to be $45B earlier this year, double that of the previous year. Qualcomm’s...
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...