by Karl Freund | Mar 25, 2024 | In the News
Cerebras held an AI Day, and in spite of the concurrently running GTC, there wasn’t an empty seat in the house. As we have noted, Cerebras Systems is one of the very few startups that is actually getting some serious traction in training AI, at least from a handful of...
by Karl Freund | Mar 14, 2024 | In the News
As we approach Nvidia GTC, its worth noting that there is another player in town. Or south of town, in San Diego: Qualcomm. The company has been building AI expertise and technology for over a decade, and we believe its lead over mobile rivals in both AI hardware and...
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 | 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...
by Karl Freund | Dec 12, 2023 | In the News
Qualcomm gave us an end-of-year update on the new Snapdragon X Elite, the company’s bold effort to create an Arm-based PC ecosystem. The future looks bright, especially if Qualcomm can incentivize ISVs to natively port to Arm. Last September, Qualcomm focused its...
