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...
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....
by Karl Freund | Aug 28, 2024 | In the News
New benchmark results from AMD, Untether AI, Google, Intel, and Nvidia demonstrate the converging AI silicon performance competition. However, system design, networking, and software make AI sing and dance. And that’s where Nvidia excels. Finally, I can stop whining...
by Karl Freund | Aug 20, 2024 | In the News
By acquiring ZT Systems, a favorite Hyperscale systems designer, AMD addresses a fundamental weakness it faces versus Nvidia: AI requires a complete system design, not just a fast chip. What else must it do to grab a 20% share? At a recent investment conference hosted...
