New information on AI and Machine Learning

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 […]

07 Feb NVIDIA Gears Up For An Even Larger GTC 2019

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It’s that time of year again. Every spring NVIDIA kicks off its annual series of GPU Technology Conferences (GTC) with a real “humdinger” of an event held in San Jose. Last year, I wrote that GTC 2018 was the place to be if you are in any way involved in AI or machine learning. That story holds […]

05 Feb Dell’s Service AI Integration: A Hidden Gem At CES 2019

My team and I have spent the last several weeks offering our analysis on the boatload of news from CES 2019, which was held in Las Vegas last month. As CES is a conference for all things consumer electronics, Dell showed off an impressive array of new, cutting-edge additions to its PC lineup (which I covered here and analyst […]

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 […]

10 Jan Initial CES 2019 Observations: Patrick Moorhead

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I spent the week in Las Vegas and wanted to share with you my initial CES 2019 observations: What happened: Intelligence: Amazon Alexa dominated the show with its services and partners while Google tried really hard to catch up with Amazon, even going so far as to build a roller coaster ride to get attention. […]

10 Jan Moor Insights & Strategy Analyst Coverage At CES 2019

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Columns/Reports: Dell’s Service AI Integration: A Hidden Gem At CES 2019, by Patrick Moorhead Lenovo Boosts Legion Gaming Line At CES 2019, by Anshel Sag Amazon Extends Its Smart Home Lead Over Google With Keyless Options At CES 2019, by Patrick Moorhead Intel Demonstrates New Technology And Fab Progress At CES 2019, by Patrick Moorhead […]

09 Jan Synaptics Announces ML-Accelerated, Far-Field Voice SoCs For The Smart Home Segment At CES 2019

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CES 2019 kicks off this week in Las Vegas, and with it comes the yearly deluge of consumer electronics-related announcements. I wanted to lead off my coverage at the event talking about Synaptics—the “human interface solutions company” formerly known by many in the industry as “the touchpad company,” who continues to push further into mobile […]

17 Dec Robotics And Smart Cities Just Got A Lot More Real With NVIDIA Jetson Xavier Edge Compute Module

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Last week I attended NVIDIA’s Jetson Developer Meetup at the company’s headquarters in Santa Clara, CA. There may have been more cool devices per square foot at the event than I’ve seen in a long time—self-flying cameras, food delivery robots, driverless farming, mapping robots, non-invasive people and traffic checkers, and more. At the event, NVIDIA […]

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 […]

13 Dec Snapdragon 855 Will Power Android Phones in 2019 With Blazing 5G And AI

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Every year, Qualcomm  releases the newest iteration of Snapdragon, the company’s smartphone platform. This year’s launch event, the Snapdragon Technology Summit, took place in Maui, Hawaii last week. One thing I noticed was that there was a stronger focus this year on connectivity and AI than there has been in the past. I don’t think […]

10 Dec Amazon AWS Expands Its Market Opportunity And Lowers Customer Costs At Re:Invent 2018

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It has been a bit over a week since AWS re:Invent 2018 ended in Las Vegas. I had the chance to attend Amazon’s premier conference for all things AWS with 50,000 other on-site participants (100,000 online) and it was a great opportunity to see what’s new in its #1 market share cloud services portfolio. The […]

05 Dec Moor Insights & Strategy Analyst Coverage At Amazon AWS re:Invent 2018

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Columns/reports: Amazon AWS Expands Its Market Opportunity And Lowers Customer Costs At Re:Invent 2018, by Patrick Moorhead (December 10, 2018) Amazon AWS Builds Toward A Shift In Processor And Server Market Power At Re:Invent, by Rhett Dillingham (December 10, 2018) AWS Expands Compute Instances With Graviton A1 And Makes Arm Neoverse Real At re:Invent, by […]

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 […]

29 Nov HPE Aruba Turns Green With Artificial Intelligence

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No, I’m not talking about the Grinch or a Marvel superhero. AI is probably one of the hottest trends in the technology world today. It seems that its application is limitless, and networking is no exception. Many solution providers tout AI’s ability to automate, validate, self-heal, and in general make connectivity smarter. This raises several […]

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 […]

11 Nov Samsung Takes Its 1.5 to 2.5B Unit Opportunity To Developers At SDC 2018

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Samsung’s DJ Koh kicks off SDC 2018.  PATRICK MOORHEAD Last week, I attended SDC 2018, Samsung’s sixth annual Developer Conference, in San Francisco, along with 5,000 other attendees. The event was a great chance to catch a glimpse of the technology that will power the coming generations of Samsung devices and services, and the company […]