Category: AI
Posted Date:
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The Inverse Square of AI?
Researchers have just published an AI inference solution that does away with Matrix Multiplication. We have no idea how well it works, but it underscores the point that AI is moving so…
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Power Politics and GPUs
As much as it would make sense for Nvidia to focus solely on being the leading AI silicon vendor, their rise to power has left them with little choice but to continue…
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Bending Metal: Combinatorics
Buyers want an infinite variety of servers, but no one is willing to pay for infinite designs. The costs of designing servers is a major barrier to entry.
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Nvidia crushes earnings, again
Customers can “Performance average their way into AI”. Nvidia has another strong quarter with demand still far outstripping supply.
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Buckets of AI
We think about AI in 3 buckets: AI as Magic (AGI), AI as a Feature in other software, and AI as a Product or Platform. The middle one is already delivering, and…
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Why is Apple Making a Data Center Chip?
Of course Apple is designing its own AI chips for its data centers. This will give them an end-to-end, cloud-to-edge, AI system that its competitors will not be able to match any…
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The Sum of All Our Dreams
Everyone has big ambitions for ways in which AI can change their business. Those may come to pass, but it is important to remember the difference between plans and dreams.
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What do the Hyperscalers Want?
In the semis landscape, when we talk about the hyperscalers we tend to focus on chip performance and power. Instead we should look at what problem they are really trying to solve…
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Bending Metal: The Changing Server Business
Processors only make up ~20% of the cost of a server. We take a look at the business behind the rest of the bill of materials.
