by Karl Freund | Mar 4, 2025 | In the News
Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s “Fast Money” program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I...
by Karl Freund | Dec 10, 2024 | In the News
OpenAI launched Strawberry — another name for its its 01 model — on Sept. 12, including the full function o1-preview and the more affordable o1-mini to demonstrate how AI can be greatly improved by breaking a query down into step-by-step reasoning. This...
by Karl Freund | Jan 8, 2024 | In the News
The Mayo Clinic has one of the world’s most extensive and valuable health data sets. AI can now transform that treasure trove into better health outcomes and scientific understanding, and Cerebras has been selected to help. As we noted last Fall, Cerebras is one of...
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...
