Karl Freund, Patrick Moorhead

RESEARCH PAPER: Comprehensive Silicon Lifecycle Management

By / Research, Research Papers, Semiconductor / December 15, 2020

While the global semiconductor industry has matured on many fronts, producing faster, cheaper and more power-efficient devices in vast quantities, lifecycle management for silicon remains lacking. Until now, there has been little thought given to the need for and benefits of an end-to-end, data-centric solution. Hopefully, this situation is about to change. You can download …

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NVIDIA Outperforms Itself Once Again

By / AI and Machine Learning, Research, Semiconductor / November 24, 2020

When the only company you can beat is yourself, what do you do? After all, you are the leader, right? And nobody else is even suited up and on the court. Some companies might rest on their laurels, saving money and slowing down R&D. NVIDIA is not one of those companies.  Two years ago, the …

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AMD Goes After NVIDIA With New GPU For The Datacenter

By / AI and Machine Learning, Datacenter, Research, Semiconductor / November 24, 2020

Today AMD announced its first data center GPU to compete in high-performance computing (HPC) and Artificial Intelligence (AI). Last year, the company announced that it would bifurcate its GPU technology into two architectures: CDNA for computation and RDNA for graphics. This approach is now coming to fruition and should allow the company to optimize chips …

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Why Can’t NVIDIA Be Bested In MLPerf?

By / AI and Machine Learning, Research / November 8, 2020

MLPerf, an industry consortium of over 70 companies and institutions, has released the second round of AI Inference processing results. These benchmarks now represent production applications from all major areas of AI deployment today. But only a few technologies participated in the contest. Many observers and investors expect NVIDIA to encounter more competition in the market for inference accelerators. The hypothesis is that GPUs consume too much energy, are expensive, and cannot …

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The 2020 AI HW Summit: Beware The Benchmarks

By / AI and Machine Learning, Research / October 27, 2020

The 3rd annual AI Hardware Summit concluded last week, after four days of mind-bending presentations, panels and discussions about the Cambrian Explosion in AI. For well over two years, many of us industry observers have waited for the players, big and small, to present working production silicon with benchmarks. In previous years, only NVIDIA delivered (or should …

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NVIDIA GTC: “DPU” Smart NIC And More

By / AI and Machine Learning, Research / October 22, 2020

NVIDIA Co-founder and CEO Jensen Huang rarely disappoints his audience nor his investors. This week he once again delivered the goods at the GPU Technology Conference. Announcing a broad range of hardware and software innovations, Jensen made it clear that he intends to reshape computation, from GPUs to CPUs to NICs and switches. So, let’s …

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