Competitive Landscape Excerpt: AMD

Competitive Landscape Excerpt: AMD

As a bookend to AMD’s EPYC3 launch earlier this week, I thought I should share my thoughts on the company’s AI chip, the MI100, excerpted and updated from the Q1 Competitive Landscape Report. The company’s new GPU is a solid first effort for AMD’s revived data center...
If You Love AI, Do Not Miss NVIDIA GTC This Year!

If You Love AI, Do Not Miss NVIDIA GTC This Year!

I just got an email from NVIDIA touting this year’s GTC event (April 12-16) and have to share this with you, in case you haven’t already heard. The virtual graphics, AI, and HPC event will headline AI pioneers Yoshua Bengio (University of Montreal), Geoffrey Hinton...

AI Cambrian Explosion: 2021 Predictions

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...
Qualcomm: A New Force in Cloud AI

Qualcomm: A New Force in Cloud AI

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...