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AMD’s Financial Analyst Day 2017: On The Cusp Of Greatness Again?

AMD CEO Lisa Su shows AMD’s market focus at AMD’s FAD 2017 I attended Advanced Micro Devices’ Financial Analyst Day (FAD) last Tuesday at their headquarters in Sunnyvale, CA. While I am not a financial analyst, but rather an industry analyst, I am looking for different signals than that audience, but I have found the …

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RESEARCH BRIEF: AMD Lays The Foundations For Machine Learning With Radeon Vega Frontier & Optimized Software

Advanced Micro Devices (AMD) has shared more details about its upcoming code-named “Vega” family of GPUs, as well as information regarding the progress the company has made with its open-source ROCm software stack for HPC and Machine Learning (ML). Investors and AI practitioners alike would like to see AMD enter this market as a second …

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AMD Targets Machine Learning With New Radeon Vega Frontier & Optimized Software

Advanced Micro Devices  (AMD) has shared more details about its upcoming Vega family of GPUs, as well as information regarding the progress the company has made with its open-source ROCm software stack for HPC and Machine Learning (ML). These new Vega GPUs look like they have sufficient performance to be in the same ballpark as …

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Why NVIDIA Is Building Its Own TPU

The blistering pace of innovation in artificial intelligence for image, voice, robotic and self-driving vehicle applications has been fueled, in large part, by NVIDIA’s GPU chips that deliver the massive compute power required by the underlying math required for Deep Learning. While NVIDIA continues to reap the benefits of its investments in GPUs, there has …

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How Well Has AMD Delivered On Their 2015 Financial Analyst Day Promises?

They say time flies when you are having fun and 2017 has certainly been a lot more enjoyable for Advanced Micro Devices since 2015. Unlike financial analysts who cover Wall Street, I’m less concerned with the day to day and week to week stock price fluctuations and balance sheet as I am with extended trajectories …

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NVIDIA GPU Cloud: It’s Not What You May Think It Is

NVIDIA made a slew of important announcements at its annual GPU conference today, including new hardware, new software and a new design win (Toyota) for self-driving cars. I will cover these announcements in a separate article. But one announcement in particular has created some confusion that I’d like to help clear up, and that’s the …

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ARM Introduces First Image Signal Processor Since Apical Acquisition, Targeted At ADAS

Rearview mirror image with the Mali C71 versus uncited competitor ARM Holdings,   a wholly-owned subsidiary of Softbank Group Corp, announced today the launch of the Mali-C71 image signal processor (ISP), the first product in their new Mali camera family, designed specifically for the Advanced Driver Assistance Systems (ADAS) inside of automobiles. The automobile industry is …

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AMD’s Ryzen 5 Launches To Predominantly Positive Reviews

AMD Ryzen Last Tuesday, Advanced Micro Devices officially started selling their Ryzen 5 desktop CPUs, the mid-range follow-on to the more premium-priced and positioned Ryzen 7 desktop processor I wrote about here.  AMD has been shipping Ryzen 5 for weeks into the channel and into system builder OEMs but Tuesday was the first day that …

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Google’s TPU For AI Is Really Fast, But Does It Matter?

After nearly a year since the introduction of the Google TensorFlow Processing Unit, or TPU, Google has finally released detailed performance and power metrics for its in-house AI chip. The chip is impressive on many fronts, however Google understandably has no plans to sell it to its competitors, so its impact on the industry is debatable. …

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AMD Acquires IP And Acquihires Nitero Team, Maker Of 60 Ghz Wireless Chips For VR/AR

There have been many acquisitions in the VR and AR space in both the hardware and software in the least 24 months, but none of them could have been less expected than the one Advanced Micro Devices did today with Nitero.  Today AMD announced the company acquired the IP and acquihired all the employees of …

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Intel Touts Manufacturing & Technology Leadership: Moore’s Law Is Alive And Well

For quite some time now, many chip industry watchers have questioned the future sustainability of Moore’s Law. Named after Intel founder Gordon Moore, this industry constant observes that semiconductor densities double every 2 years, and has underpinned the industry for 52 years. Recently, some have also begun to question whether Intel has lost its vaunted …

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Samsung Galaxy 8 Event: Analyst Quick Take

Today I attended the Samsung launch of the Galaxy 8 and 8+ smartphones in New York City and wanted to provide my quick take. Overall, the value proposition is very strong for both of the phones, and it appears Samsung has a winner on its hands. Any price surprises could change that assessment, of course. …

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NVIDIA Scores Yet Another GPU Cloud For AI With Tencent

NVIDIA’s speedy GPUs and Machine Learning software have unquestionably become the gold standard for building Artificial Intelligence (AI) applications. And today, NVIDIA added TenCent to their list of cloud service providers that offer access to NVIDIA hardware in their clouds for AI and other compute intensive applications. This marks a significant milestone in the global …

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Intel Forms New AI Group Reporting Directly To CEO Brian Krzanich

As we have been writing for a while now, artificial intelligence will transform pretty much everything we do in our lives in the next five years. This isn’t some new technology early on the hype curve. AI is actually in use today helping us to match faces, identify photos, videos, the spoken word, doing our …

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Qualcomm’s New Snapdragon 835 Dazzles In GPU Performance

Qualcomm has been known as one of the leading wireless chip suppliers and has also been considered one of the best SoC makers. Qualcomm has shifted from calling the Snapdragon 835 an SoC or chip and transitioned towards calling it a platform. This is fair considering how many different processors reside on a Snapdragon SoC, …

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Why Intel Is Buying Mobileye, And What Does It Need To Do To Be Successful?

In a move that Intel hopes can propel it to the forefront of The Next Big Thing, Intel announced it would purchase Mobileye, an Israeli company that makes sensors and cameras for driverless vehicles. Buying a leader to become a leader is never cheap: Intel will pay $13.3B for the firm, a 34% premium over …

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NVIDIA Introduces Jetson TX2 For Edge Machine Learning With High-Quality Customers

Expanding on their Jetson TX1 and TK1 products for embedded computing, NVIDIA announced last week their Jetson TX2 platform—a hardware and software platform the size of a credit card designed to deliver AI computing at the edge. NVIDIA touts Jetson TX2 as delivering “unprecedented deep learning capabilities,” and based on the form factor, it may …

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RESEARCH PAPER: A Machine Learning Application Landscape

2016 was a strong year for Machine Learning (ML) and Artificial Intelligence (AI) with many high tech firms claiming that they are now an “AI Company”, notably Amazon, Baidu, Facebook, Google, IBM, Intel, Microsoft, NVIDIA, and Tesla. In 2017, the field will broaden to include AMD, Qualcomm, and Xilinx. Moor Insights & Strategy (MI&S) expects Machine Learning based AIs …

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A Machine Learning Landscape: Where AMD, Intel, NVIDIA, Qualcomm And Xilinx AI Engines Live

Without a doubt, 2016 was an amazing year for Machine Learning (ML) and Artificial Intelligence (AI) awareness in the press. But most people probably can’t name 3 applications for machine learning, other than self-driving cars and perhaps their voice activated assistant hiding in their phone. There’s also a lot of confusion about where the Artificial …

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AMD Ryzen Desktop: AMD Said It Would Be Awesome And It Is For Certain Workloads

When Advanced Micro Devices announced nearly two years ago the Zen CPU architecture would provide an architectural improvement of 40%, my initial reaction was skepticism but with a healthy dose of optimism, too. For the last few years, AMD had some small wins and even some big wins like sweeping the Xbox and the PlayStation …

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