by Karl Freund | Feb 26, 2021 | In the News
For the last two years, in January, I have published my predictions about the new AI silicon I expect in the coming year. Like the weatherman, I’ve gotten some details wrong but I’ve been reasonably accurate, at least directionally. So, here we go again with a look at...
by Karl Freund | Feb 23, 2021 | In the News
NVIDIA is the 800 lb. gorilla in the AI hardware space. The company invests heavily in silicon, systems, and software to maintain that leadership position. This blog is an excerpt from the AI Competitive Landscape Report which is available to subscribers. Early...
by Karl Freund | Dec 28, 2020 | DataCenter AI, Research Paper
Qualcomm announced the first shipments of the Cloud AI 100 family of products, thus entering the data center, cloud edge, edge appliance and 5G infrastructure markets for accelerated artificial intelligence (AI) processing. Qualcomm has demonstrated its AI and...
by Karl Freund | Dec 3, 2020 | AI and Machine Learning, In the News, Semiconductor
When the only company you can beat is yourself, what do you do? After all, you are the leader, right? And nobody else is even suited up and on the court. Some companies might rest on their laurels, saving money and slowing down R&D. NVIDIA is not one of those...
by Karl Freund | Dec 2, 2020 | AI and Machine Learning, DataCenter AI, In the News, Semiconductor
Today AMD announced its first data center GPU to compete in high-performance computing (HPC) and Artificial Intelligence (AI). Last year, the company announced that it would bifurcate its GPU technology into two architectures: CDNA for computation and RDNA for...
