New information on AI and Machine Learning

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 […]

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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 […]

12 Apr Two NVIDIA GTC Automotive Announcements That Deserve More Attention

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As I wrote in my lead-up to NVIDIA’s 2019 GPU Technology Conference (GTC), the annual event is an industry “who’s who” in AI and Deep Learning and is not one to miss. As usual, it did not disappoint—NVIDIA showcased a multitude of impactful applications of its technology, from data center and professional visualization to autonomous vehicles and […]

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 […]

05 Mar Real 5G And AI Converge With Enterprise Networking At Mobile World Congress 2019

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“Intelligent connectivity” was this year’s theme for Mobile World Congress (MWC), the preeminent event focused on mobile communications held last week in Barcelona. Once relegated to cellular devices, infrastructure and mobile services, over the past thirty-two years the show has expanded to include much more. From my perspective, the notion of intelligence from the GSMA […]

01 Mar IBM Rolls Out Big Customers At Think 2019 Using AI, ML, DL On Power Systems

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There was a tremendous amount of news delivered at this year’s IBM THINK 2019, which I personally attended along with my senior storage analyst colleague Steve McDowell. One thing that impressed me, which didn’t get much press, was the number of rich conversations from IBM customers on how they were using Power Systems to help […]

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 […]