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...
by Karl Freund | Nov 15, 2023 | In the News
We haven’t heard from Qualcomm in a while regarding their power-efficient data center inference accelerator, which still holds the record for power efficiency, according to MLCommons benchmarking. Now Qualcomm has announced a new “Ultra” version that delivers...
