by Karl Freund | Mar 18, 2024 | In the News
There is so much to share, so here is our take from Jensen’s Keynote address… After a five year Covid hiatus, Jensen Huang took the stage for an in-person Keynote at the SAP Arena to an adoring crowd of techies and investors. Like in the olden days, the man in...
by Karl Freund | Mar 18, 2024 | In the News
MediaTek has announced four new SoCs for the next-gen automotive cockpit, the first to leverage Nvidia ADAS hardware and software. Last year, MediaTek announced it is collaborating with Nvidia to incorporate the AI leader’s technology into the next-gen automotive...
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 | Feb 9, 2024 | In the News
Nvidia’s largest customers (e.g., Google, Amazon, Microsoft, Meta, and OpenAI) are developing AI chips that compete with Nvidia, presenting a potential long-term threat to the AI leader. Jensen’s response? “We can help you do that.” Warning: this blog contains...
by Karl Freund | Jan 8, 2024 | In the News
2023 has been a fun year in AI, to say the least. OpenAI and ChatGPT changed nearly everything, and the AI revolution is just beginning. Nvidia will ship somewhere around 2 million H100-class GPUs in 2024, AMD is now shipping the MI300, and Intel Gaudi3 is coming...