12 Apr NVIDIA GTC 2019: Datacenter Ecosystem, But No New Chips

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Article by Karl Freund. Last week at GTC 2019, Jensen Huang, the high energy and immensely entertaining CEO and founder of NVIDIA , took the stage to give his keynote to the event’s 6,000+ attendees. However, this was anything but his usual keynote. We have all been spoiled for years by NVIDIA’s dependable yearly flood of new […]

10 Apr Qualcomm Dives Into The Deep End Of The Data Center

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Article by Karl Freund. Qualcomm  held an AI Day event this week in San Francisco to tout the company’s broad and deep Artificial Intelligence capabilities, across mobile, automobiles, IoT, cloud computing, and more. I will focus here on the company’s first foray into the data center for AI, while my colleague, Anshel Sag, will cover mobile […]

19 Mar Intel And Cray Reaffirm First USA Exascale Supercomputer

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Intel  and Cray Computer recently announced they will build the Aurora exascale supercomputer at the DOE’s Argonne National Laboratory in 2021, with Intel as the prime contributor and Cray Computer as a subcontractor. Exascale means the system can sustain one quintillion floating-point operations per second, a milestone the Chinese government hopes to reach in 2020. The […]

13 Mar Why NVIDIA Is The Better Buyer Of Mellanox

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Since Mellanox announced last year that it was for sale, there have been rumors of many potential buyers— Microsoft, Intel, Xilinx, AMD , and even IBM. Interestingly, the final winner, NVIDIA, was rarely mentioned, even though the companies have a long-standing partnership and common interests in high-performance computing. Let’s take a quick look at the three big reasons why this deal makes […]

07 Feb AI: Cloud Or On-Prem?

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“Everyone knows” the cloud is the least expensive way to host AI development and production, right? Well, it turns out that the best solution may depend on where you are on your AI journey, how intensively you will be building out your AI capabilities, and what your end-game looks like. Today I wanted to share […]

25 Jan A Cambrian Explosion In Deep Learning, Part 3: NVIDIA

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Now that I’ve scared everyone who holds NVIDIA NVDA -0.7% stock, and/or given hope to those who spend a lot of money for NVIDIA GPUs, let’s take a realistic view of how NVIDIA might maintain its leadership in a far more crowded marketplace. We will need to look at the training and inference markets separately. A history lesson from […]

24 Jan A Cambrian Explosion In Deep Learning, Part 2: The Startups

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This is the second of three blogs on the state of the AI chip market and what’s to come in 2019. The year will be a festival of new chips and benchmark battles, led by the large companies I mentioned in the first blog ( Intel INTC +0.04%, Google GOOGL +0.15%, AMD , Xilinx XLNX +0.35%, Apple AAPL -0.47%, Qualcomm QCOM +1.55%), and joined by dozens of Silicon Valley startups and Chinese […]

23 Jan 2019: A Cambrian Explosion In Deep Learning, Part 1

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I started out writing a single blog on the coming year’s expected AI chips, and how NVIDIA  might respond to the challenges, but I quickly realized it was going to be much longer than expected. Since there is so much ground to cover, I’ve decided to structure this as three hopefully more consumable articles. I’ve included links […]

13 Dec NVIDIA Wins First AI Benchmarks

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While the AI market has attracted a large number of would-be NVIDIA competitors for acceleration chips, including Intel, AMD , and dozens of well-funded startups, up until recently, there was not a set of benchmarks to enable apple-to-apple comparisons. The industry was simply too immature and fast-moving to take the time to develop one. That […]

04 Dec Amazon AWS Leaps Forward In Cloudy AI At re:Invent

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Amazon Web Services  hosted its annual conference last week. Over 50,000 attendees converged on Las Vegas to partake in the massive 4-day agenda of all things cloudy. In the realm of Artificial Intelligence (AI), AWS announced over a dozen completely new services for building and running smart applications, adding significantly to what was already a […]

29 Nov Xilinx FPGAs: The Chip Behind Alibaba’s Singles Day

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Most Americans consider Black Friday to be the biggest shopping extravaganza of the year. No doubt it is huge, with an estimated $5B in all U.S. retail sales (online and in-store) on Black Friday 2017. Imagine, though, a single website capable of ringing up over $30B (yes, with a B) in a single day. That’s […]

21 Nov SC18: Big Iron And GPUs On Stage

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The annual Supercomputing event took place in Dallas last week, with over 13,000 attendees and miles of isles winding the convention center floor.  The big news this year was that the USA retook the top 2 spots from China on the list of the 500 largest computers. Both of these systems are powered by IBM Power9 […]

16 Nov Is Microsoft Adding Xilinx To Its Datacenters?

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At this point, Microsoft is probably the industry’s largest buyer of Intel FPGAs for datacenter acceleration. It has published numerous blogs and papers about its extensive use cases for the adaptable hardware, from security to search to AI (which I have opined on in numerous Forbes blogs). On Wednesday, October 31, Bloomberg’s Ian King published […]

12 Oct NVIDIA: From The Datacenter To The Autonomous Car

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Some folks say that NVIDIA has lost its early pole position in autonomous driving. Tesla de-selected NVIDIA to power its autonomous vehicle computing, and BMW picked Intel to be its technology supplier for autonomous driving systems. However, considering the company NVIDIA keeps and its wide array of technology, expertise, and services, I wouldn’t count it out. […]

03 Oct Microsoft Expands AI Offerings At Ignite 2018

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Artificial intelligence (AI) development and deployment in the cloud is rapidly growing and becoming a critical market for Amazon Web Services (AWS), Google  Cloud, and Microsoft Azure. Many enterprises are now developing their own AI applications or adding AI features to their internal infrastructure, and the cloud is often the best place to build an […]

03 Oct Xilinx Launches Versal Acceleration Chip

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Xilinx launched its next-generation 7nm Versal product, based on the Adaptable Computing Acceleration Platform, at the Xilinx Developer Forum in San Jose this week. It also announced its first production PCIe board, called Alveo, around which it is already building a thriving ecosystem. Let’s dive in to understand what was announced and what it might […]

27 Sep NVIDIA Bets On Turing For Datacenter AI

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NVIDIA ’s datacenter business has been on a tear lately, roughly doubling every year for the past several years. It hit $1.93 billion for the 2018 fiscal year, an increase of nearly 130% over the previous year. This growth has been largely driven by the pervasive use of NVIDIA GPUs in HPC and in neural […]

10 Sep Fall Season Kicks Off With 3 Major AI Tech Events

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We’re going to see a lot of Artificial Intelligence-related headlines over the next four weeks stemming from three big industry events. While each has its unique focus, all three events will be centered around the progress being made in developing and running AI applications that deliver real business value. Beyond the typical AI hype, a […]

06 Sep Xilinx Reveals More Everest Details

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Xilinx , the market share leader in Field Programmable Gate Arrays (FPGAs), presented five sessions at this week’s HotChips ’18 conference in Cupertino, California. These included CEO Victor Peng’s keynote on the company’s vision for the future of adaptable domain specific computing, new features of its upcoming 7nm Project Everest architecture, and pre-built applications for […]

24 Aug NVIDIA Reveals Xavier SOC Details

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NVIDIA has been hinting about Xavier for a couple of years now, and it finally revealed significant details at the recent HotChips’ 30th annual conference in Cupertino, California. This device is a huge System-On-a-Chip (SOC) designed to support a wide variety of complex AI inference processing in real-time, for drones, robotics, and autonomous driving. Frankly, […]