AI and Machine Learning

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 …

Google Cloud Doubles Down On NVIDIA GPUs For Inference Read More »

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 …

Qualcomm Fills Out The Rest Of Its AI Portfolio Read More »

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 …

Two NVIDIA GTC Automotive Announcements That Deserve More Attention Read More »

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 …

Qualcomm Dives Into The Deep End Of The Data Center Read More »

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 …

Intel And Cray Reaffirm First USA Exascale Supercomputer Read More »

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 …

Why NVIDIA Is The Better Buyer Of Mellanox Read More »

“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 …

AI: Cloud Or On-Prem? Read More »

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 …

Dell’s Service AI Integration: A Hidden Gem At CES 2019 Read More »

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 …

A Cambrian Explosion In Deep Learning, Part 3: NVIDIA Read More »

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 …

A Cambrian Explosion In Deep Learning, Part 2: The Startups Read More »

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 …

2019: A Cambrian Explosion In Deep Learning, Part 1 Read More »

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 …

NVIDIA Wins First AI Benchmarks Read More »