AI and Machine Learning

New information on AI and Machine Learning

Google Cloud Doubles Down On NVIDIA GPUs For Inference

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 …

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Qualcomm Fills Out The Rest Of Its AI Portfolio

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 …

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Two NVIDIA GTC Automotive Announcements That Deserve More Attention

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 …

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Qualcomm Dives Into The Deep End Of The Data Center

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 …

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Intel And Cray Reaffirm First USA Exascale Supercomputer

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 …

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Why NVIDIA Is The Better Buyer Of Mellanox

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 …

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

“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 …

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

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 …

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NVIDIA Gears Up For An Even Larger GTC 2019

It’s that time of year again. Every spring NVIDIA kicks off its annual series of GPU Technology Conferences (GTC) with a real “humdinger” of an event held in San Jose. Last year, I wrote that GTC 2018 was the place to be if you are in any way involved in AI or machine learning. That story holds …

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

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 …

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A Cambrian Explosion In Deep Learning, Part 3: NVIDIA

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 …

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

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 …

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2019: A Cambrian Explosion In Deep Learning, Part 1

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 …

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Initial CES 2019 Observations: Patrick Moorhead

I spent the week in Las Vegas and wanted to share with you my initial CES 2019 observations: What happened: Intelligence: Amazon Alexa dominated the show with its services and partners while Google tried really hard to catch up with Amazon, even going so far as to build a roller coaster ride to get attention. …

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Moor Insights & Strategy Analyst Coverage At CES 2019

Columns/Reports: Dell’s Service AI Integration: A Hidden Gem At CES 2019, by Patrick Moorhead Lenovo Boosts Legion Gaming Line At CES 2019, by Anshel Sag Amazon Extends Its Smart Home Lead Over Google With Keyless Options At CES 2019, by Patrick Moorhead Intel Demonstrates New Technology And Fab Progress At CES 2019, by Patrick Moorhead …

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Synaptics Announces ML-Accelerated, Far-Field Voice SoCs For The Smart Home Segment At CES 2019

CES 2019 kicks off this week in Las Vegas, and with it comes the yearly deluge of consumer electronics-related announcements. I wanted to lead off my coverage at the event talking about Synaptics—the “human interface solutions company” formerly known by many in the industry as “the touchpad company,” who continues to push further into mobile …

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Robotics And Smart Cities Just Got A Lot More Real With NVIDIA Jetson Xavier Edge Compute Module

Last week I attended NVIDIA’s Jetson Developer Meetup at the company’s headquarters in Santa Clara, CA. There may have been more cool devices per square foot at the event than I’ve seen in a long time—self-flying cameras, food delivery robots, driverless farming, mapping robots, non-invasive people and traffic checkers, and more. At the event, NVIDIA …

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NVIDIA Wins First AI Benchmarks

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 …

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Snapdragon 855 Will Power Android Phones in 2019 With Blazing 5G And AI

Every year, Qualcomm  releases the newest iteration of Snapdragon, the company’s smartphone platform. This year’s launch event, the Snapdragon Technology Summit, took place in Maui, Hawaii last week. One thing I noticed was that there was a stronger focus this year on connectivity and AI than there has been in the past. I don’t think …

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