20 Mar AMD To Power ‘El Capitan’ Super Computer From HPE’s Cray

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Last fall, as Cray was being acquired by Hewlett-Packard Enterprise for $1.6B, the company announced that it had been selected by the US DOE for two more exa-scale supercomputers based on the processor-agnostic Cray Shasta architecture. The Lawrence Livermore National Labs (LLNL) El Capitan supercomputer, costing some $600M, and planned for 2023, will be based […]

20 Mar Xilinx Enters The SmartNIC Market

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The CPU in today’s data center is increasingly burdened by the need to process networking jobs. According to Xilinx’s VP Marketing for Data Center Products, Donna Yasay, networking stacks can tax CPUs up to 30%, robbing them of the cycles needed to run users’ applications. Tier 1 cloud service providers have invested in custom ASICs […]

14 Mar NVIDIA GTC ’20 Could Be Massive

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As we approach NVIDIA’s annual GPU Technology Conference, everyone is anxious to see what CEO Jensen Huang has up his trademark black leather sleeves. I have no idea, but as usual, I have an opinion.    An intro to GTC GTC is NVIDIA’s partners’ big annual opportunity to show off and explain how they leverage […]

06 Mar NVIDIA Data Center Growth Returns

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NVIDIA reported renewed growth overall last week. Its Data Center segment (where most of the AI hardware is reported) grew 43% to a record $968M in the last quarter, and gaming rose 56% to $1.49 billion. The stock market appreciated the news, sending NVIDIA up over 6%, and many analysts revised their price targets higher. […]

21 Feb An Update On Intel And Habana Labs

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Last week, I reported that Intel plans to switch its AI acceleration from Nervana technology to Habana Labs, which it acquired in December. Since Intel had planned to bring out both the inference and the training versions of Nervana’s second generation, this came as quite a surprise to many in the industry. I just got an update from […]

14 Feb Intel Lays Out Strategy For AI: It’s Habana

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Last month, Intel announced that it would acquire Israeli AI chip startup Habana Labs for $2B. At the time, I opined that this probably spelled the end for chips from the 2016 Nervana acquisition. Intel planned to bring out both the inference and the training versions of Nervana’s second attempt to out-perform NVIDIA by the end of […]

14 Jan RESEARCH PAPER: Qualcomm’s New Distributed Intelligence Platform

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Qualcomm has been innovating artificial intelligence (AI) features for years in their Snapdragon products, and the next generation Snapdragon 865 & 765 5G Mobile Platform, due in 2020, are designed to take AI performance to the next level and enable distributed intelligence over 5G wireless. AI is becoming ubiquitous on smartphones, and although many consumers […]

01 Jan Intel Acquires Habana Labs For $2 Billion

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In a strategic move in its datacenter AI plans, Intel has announced that it will acquire Israeli chip startup Habana Labs for $2 billion. Intel had reaffirmed its plans to deliver its Nervana chips as recently as last month, but the acquisition of Habana likely signals that early lighthouse accounts preferred the startup’s approach over […]

27 Dec Qualcomm Doubles The Smart In Smartphones

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For the last decade, a “smart phone” was defined by its ability to run applications locally on the device. These days, however, “smart” means features powered by AI, with intelligent applications such as enhanced computational photography, voice processing and gaming with AR features. It appears that Qualcomm’s next generation mobile processors are about to take […]

12 Dec Intel, GraphCore And Groq: Let The AI Cambrian Explosion Begin

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As we approach the end of a year full of promises from AI startups, a few companies are meeting their promised 2019 launch dates. These include Intel, with its long-awaited Nervana platform, UK startup Graphcore and the stealthy Groq from Silicon Valley. Some of these announcements fall a bit short on details, but all claim […]

02 Dec NVIDIA Runs The Mlperf Table

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When the mlperf (machine learning performance) organization released the first standardized AI training benchmarks, which NVIDIA dominated last December, we were somewhat disappointed that only a few companies, namely NVIDIA, Google and Intel, were able to muster the working chips and software needed to complete the benchmarks. Last week, the open-source mlperf community released the first round of […]

02 Dec Blaize AI Emerges From Stealth

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Throughout 2020, a wave of AI hardware startups will launch their companies and products. Cerebras started this wave with its wafer-scale engine last September. This week, Intel announced its AI chips from Nervana, Groq (founded by the inventors of Google TPU) announced its quadrillion ops per second TSP, and Graphcore announced that its chip is available on Microsoft Azure […]

08 Nov Arm Adds More AI Firepower

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As I covered in a recent article on the status of startups building chips for AI, the AI accelerator market will become quite crowded over the next 12-18 months. Not to be outdone, Arm is now extending its neural network processor family, adding logic designs for mid-range and entry-level devices to the flagship Ethos-N77, which targets higher-end […]

05 Nov Who Is The Leader In AI Hardware?

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A few months ago, I published a blog that highlighted Qualcomm’s plans to enter the data center market with the Cloud AI100 chip sometime next year. While preparing the blog, our founder and principal analyst, Patrick Moorhead, called to point out that Qualcomm , not NVIDIA , probably has the largest market share in AI chip volume thanks to its leadership […]

28 Oct AI Hardware: Harder Than It Looks

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The second AI HW Summit took place in the heart of Silicon Valley on September 17-18, with nearly fifty speakers presenting to over 500 attendees (almost twice the size of last year’s inaugural audience). While I cannot possibly cover all the interesting companies on display in a short blog, there are a few observations I’d […]

14 Oct RESEARCH PAPER: Qualcomm: Ubiquitous AI For 5G

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Smartphones today are the pervasive interface for some three billion people to communicate, take photos and videos, and access personal data and applications—all of which are increasingly dependent on AI and Deep Learning. Consequently, mobile processors must accelerate a wide range of AI features in applications, including image processing, voice recognition, translation and gaming. It […]

29 May RESEARCH PAPER: NovuMind: An Early Entrant In AI Silicon

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NovuMind is a Silicon Valley startup that builds full-stack Artificial Intelligence (AI) solutions, AI models, algorithms, boards, chips, and intellectual property for both cloud and edge applications. The company focuses on AI inference where a trained deep neural network is used to process images, sound, speeches and other types of information. The market for inference […]

04 Feb RESEARCH PAPER: AI And HPC: Cloud Or On-Premises Hosting

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Artificial Intelligence (AI) and High-Performance Computing (HPC) are both computationally-intensive workloads. They demand fast central processing units (CPUs), accelerators, very large data sets, and fast networking to support the high degree of scaling typically required. All this fast hardware can be difficult to manage and expensive. AI and HPC adopters must try to minimize costs […]

17 Jan RESEARCH PAPER: The Journey To AI-Enabled SAAS

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Machine Learning (ML) and Artificial Intelligence (AI) will impact practically every application in every industry in the coming few years. Modern applications are increasingly delivered as cloud-based services and as a result, Software-as-a-Service (SaaS) and cloud-based application vendors can now deliver the competitive benefits of AI to their customers. Click on the logo to download […]

13 Nov RESEARCH PAPER: Dell Technologies: Ready For Artificial Intelligence Leadership

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Artificial Intelligence (AI) is one of today’s fastest growing technologies. Used to derive valuable insights from mountains of data, AI solves problems far more efficiently and accurately than was previously possible with traditional programming techniques. AI is transforming science and businesses around the world from cancer research to virtual assistants to autonomous vehicles. However, many […]