The Cambrian AI Landscape: Qualcomm

The Cambrian AI Landscape: Qualcomm

Can the mobile chip giant finally break into the data center? Qualcomm began sampling the Cloud AI100 to select data center customers last quarter.  The performance looks to be promising, based on the limited benchmarks we have seen, and the power efficiency for...

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...