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 | Nov 16, 2023 | In the News
In case you missed Satya Nadella’s keynote, here is a summary of vast array of news and my perspectives. Big impact on MSFT, AMD, AWS, and NVDA. CEO Satya Nadella presented a keynote packed with new product announcements. In case you didn’t watch it, here’s the news...
by Karl Freund | Nov 8, 2023 | In the News
Every six months, NVIDIA, Intel and Google show how much their AI training hardware and software have improved while their competitors hide in the bushes. NVIDIA is starting to see some competitive threats but remains the leader, especially in the scale of its...
by Karl Freund | Oct 5, 2023 | In the News
NVIDIA’s offering integrates the company’s best GPU hardware and software into AI Supercomputers of virtually any size in the cloud, enabling enterprises to build and deploy AI without infrastructure hassles. While some may confuse this as NVIDIA competing with cloud...
by Karl Freund | Sep 25, 2023 | In the News
The AIHW and Edge AI Summit had a treasure trove of insightful presentations from luminaries such as Andrew Ng, Lip-Bu Tan, Marc Tremblay, and many others. I hope to get around to writing about what I learned, but first, I want to share the innovations from a startup...
