Category: AI
Posted Date:
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Buried Treasure
Firmware is one of those obscure areas of compute that is simultaneously critical and also largely ignored.
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OpenAI’s New Model Is Definitely Something
OpenAI’s model offers glimpses of what AI could do, but also shows how that the world is going to need more semis.
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Sleeepwalking Towards AI
Apple Intelligence, and to a lesser degree Apple Silicon, were the stars of the latest iPhone launch. Apple’s newest features say as much about the state of the AI market as they…
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Hot Chips 2024 – Best Of
We spent the past two days on the Stanford campus attending the Hot Chips conference. This show has a high level of geek cred, with a focus on the very technical sides…
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AMD acquires ZT ?!?
The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the…
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Herd Mentality – Why are there so many AI accelerators?
Two decades of under-investment in semis has left US venture firms with little institutional memory for semis investment.
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Accelerate AI Into What?
The market for AI accelerators is crowded and that does not leave much room for any new companies trying to tackle the market.
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RISC V and the Data Center – SiFive’s new processor
We have not written about RISC V much this year. Our sense was that there was not much news. Last year, it seemed like there was news every week, if not every…
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AI Factories – Heavy Freight
Investors usually hate airlines – capital intensive, opex heavy, limited suppliers and no way to differentiate with customers. How are AI Factories any different?
