New information on AI and Machine Learning

01 Jan Intel Acquires Habana Labs For $2 Billion

Post Image

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

Post Image

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 […]

20 Dec IBM Research Study Explains A Lot About Successful Enterprise AI Strategies

Over the last decade, IBM has made significant investments in AI. IBM Watson burst on the scene in 2010, followed by various DIY (do it yourself) infrastructure designed to enable AI software such as its Power Systems, OpenPOWER, and OpenCAPI. The company’s PowerAI software toolkit was another milestone, enabling enterprises with specific deep learning frameworks […]

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

Post Image

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

Post Image

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

Post Image

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 […]

14 Nov NVIDIA Brings AI To DC

Nearly every enterprise is experimenting with artificial intelligence and deep learning. It seems like every week there’s a new survey out detailing the ever-increasing amount of focus that IT shops of all sizes put on the technology. If it’s true that data is the new currency, then it’s artificial intelligence that mines that data for […]

08 Nov Arm Adds More AI Firepower

Post Image

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?

Post Image

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

Post Image

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 […]

03 Oct Two Can’t-Miss Events For AI Hardware

Post Image

There are two conferences coming up that AI developers, executives, and investors should consider attending to get the latest from the industry’s leaders and challengers. I will attend both and I hope to see many of my readers there! Let’s take a closer look at what’s in store. US AI HW Summit The first event […]

10 Sep Cerebras Unveils AI Supercomputer-On-A-Chip

Post Image

Today unicorn startup Cerebras disclosed a few details about the wafer-scale AI chip it has been keeping under wraps for some three years. While many unanswered questions remain, the new approach could mark a significant milestone in the semiconductor industry, where chips have historically been constrained by the size of a single chip’s mask. Basically, […]

10 Sep Xilinx Reveals More Versal Details

Post Image

Xilinx held an “Innovation Day” event this week to share more details about the technologies the company hopes will forge a larger footprint in the data center. After listening to eight presentations and having intriguing discussions with the company’s leading technologists, some of which I actually understood, I think I have a better appreciation of both […]

20 Jun World-Record AI Chip Announced By Habana Labs

Post Image

Out of the tsunami of AI chip startups that hit the scene in the last few years, Israeli startup Habana Labs stands out from the crowd. The company surprised and impressed many with the announcement last fall of a chip designed to process a trained neural network (a task called “inference”) with record performance at […]

08 Jun HPE Reveals Its XaaS, HCI, AI, And Storage Hand At Las Vegas Discover 2019

Post Image

Last week I attended HPE Discover 2019 in Las Vegas with Moor Insights & Strategy analyst colleagues Rhett Dillingham, Matt Kimball (analysis here), Steve McDowell (analysis here), and Will Townsend (analysis here). Hewlett Packard Enterprise is a company I follow very closely and as such, I never miss the opportunity to attend its premier customer and partner event […]

03 Jun NovuMind: An Early AI Chip Startup

Post Image

Last fall, a bit of nerdy controversy arose around AI chip startup NovuMind when the company announced its first low-power chip for processing neural networks. The company claimed that its patented design could natively process 3-D tensor data far more efficiently than other designs that require pre-processing the 3D tensors into 2D matrices. NovuMind portrayed […]

31 May ARM Unveils Latest Cores At Computex 2019

Post Image

Every year, like clockwork, ARM unveils its latest processing core designs at Computex. ARM makes a habit of increasing performance by double digits almost every single release (which its competitors can’t claim). I believe these double-digit performance increases have enabled the ARM ecosystem to grow to a point where ARM cores are prevalent in nearly […]

24 May AMD And Cray Win Frontier Supercomputer DOE Deal

Post Image

When I was a VP at AMD in 2016, I worked with a talented team on a new supercomputing platform that married AMD EPYC with Radeon Instinct GPUs, interconnected over the AMD Infinity Fabric. While that product was shelved, a successor of that idea will power what will likely be the fastest supercomputer in the world, called […]

09 May Google Cloud Doubles Down On NVIDIA GPUs For Inference

Post Image

Ever since Google announced its own chip to accelerate Deep Learning training and inference, known as the TensorFlow Processing Unit (TPU), many industry observers have wondered whether such custom chips could significantly impact NVIDIA . Certainly, if Google should decide to minimize support for NVIDIA GPUs in its cloud, it would signal that it has developed a competitive accelerator. I […]

18 Apr Qualcomm Fills Out The Rest Of Its AI Portfolio

Post Image

Qualcomm is widely known as a powerhouse of wireless communications. Lesser known is the fact that it has been working on AI for longer than most of its competitors. Qualcomm announced its Zeroth processors back in 2013, which were far ahead of their time. Much of the industry was not quite ready yet for dedicated AI […]