Karl Freund, Patrick Moorhead

AI Cambrian Explosion: 2021 Predictions

For the last two years, in January, I have published my predictions about the new AI silicon I expect in the coming year. Like the weatherman, I’ve gotten some details wrong but I’ve been reasonably accurate, at least directionally. So, here we go again with a look at likely 2021 advancements and possible failures. I …

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Graphcore Raises Yet Another Round

One would think, or hope, that a startup shipping its second-generation AI chips and software stack would be content to have over $200M in the bank to fund future development and market penetration. For UK AI startup Graphcore, that is a lot of money. When you are a darling in a fast-growing land grab, though, …

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Never Heard Of Silicon Lifecycle Management? Join The Club.

Product Lifecycle Management offerings have helped companies manage their product lifecycles for decades, reducing costs, improving quality and making customers happy. Surprisingly, though, such a process is not in place for the silicon chips used in almost everything these days. While the semiconductor industry has matured on many fronts, producing vast quantities of faster, cheaper …

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Amazon AWS Ramps New Hardware For AI

AWS’s annual re:Invent conference this year included big news from CEO Andy Jassy and AI VP Swami Sivasubramanian. AWS launched two new hardware platforms for AI and significantly expanded its SageMaker software to simplify running AI models on AWS at maximum performance. When I look at the breadth of AI software, the depth of AI …

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The Cambrian AI Explosion Ramps Up

There’s been a lot of news lately on the AI chip front, so I wanted to share a short synopsis of what has been happening for anyone who may be distracted by the holidays. I will flesh these stories out further before my annual Cambrian AI Explosion blog in January here on Forbes.  Let’s start with the …

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RESEARCH PAPER: Qualcomm: A New Force In Cloud AI

Qualcomm announced the first shipments of the Cloud AI 100 family of products, thus entering the data center, cloud edge, edge appliance and 5G infrastructure markets for accelerated artificial intelligence (AI) processing. Qualcomm has demonstrated its AI and power-efficiency capabilities for many years with the Snapdragon family of SoCs for mobile, networking and embedded markets. …

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