Advanced Computing in the Age of AI|Wednesday, April 1, 2020
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SiFive Adds Tools for Cloud-Based Chip Design

SiFive Adds Tools for Cloud-Based Chip Design

Chip designers are drawing on new cloud resources along with conventional electronic design automation (EDA) tools to ...

Beat the GPU Storage Bottleneck for AI and ML

Beat the GPU Storage Bottleneck for AI and ML

Data centers that support AI and ML deployments rely on Graphics Processing Unit (GPU)-based servers to power ...

AMD’s Road Ahead: 5nm Epyc, CPU-GPU Coupling, 20% CAGR

AMD’s Road Ahead: 5nm Epyc, CPU-GPU Coupling, 20% CAGR

Promising Wall Street a 20 percent CAGR and an aggressive CPU-GPU product roadmap, AMD delivered a confident ...

Investors Flock to AI Chip Startups

Investors Flock to AI Chip Startups

As the market for AI processors continues to expand, well-heeled chip startups are emerging to challenge market ...

Happening Now
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Silicon

March 25, 2020
Chip designers are drawing on new cloud resources along with conventional electronic design automation (EDA) tools to accelerate IC templates from tape-out to custom silicon. Among the challengers to chip design leader Arm is SiFive. The IC design work-flow startup said this week it is combining design and verification tools from EDA leader Synopsys (NASDAQ: SNPS) with the Microsoft ... Full article
March 17, 2020
Data centers that support AI and ML deployments rely on Graphics Processing Unit (GPU)-based servers to power their computationally intensive architectures. Across multiple industries, expansion in GPU use is behind the over 31 percent CAGR in GPU servers projected through 2024. That means more system architects will be tasked to assure top performance and cost-efficiency from GPU systems. Yet ... Full article
March 6, 2020
Promising Wall Street a 20 percent CAGR and an aggressive CPU-GPU product roadmap, AMD delivered a confident self-portrait at its financial analyst day in Santa Clara yesterday that’s at odds with a world economy fearful of a potential pandemic -- and also at odds with nemesis Intel, the chip industry overlord that let AMD steal a price/performance march into ... Full article
March 5, 2020
As the market for AI processors continues to expand, well-heeled chip startups are emerging to challenge market leaders like Nvidia. Among them is the Israeli startup, Hailo, which announced a $60 million funding round on Thursday (March 5) that will be used to fund the rollout of its deep learning chip. The Series B round was led by existing ... Full article
March 4, 2020
By its own admission, Intel’s process technology will remain a laggard for nearly two more years, not producing a 7nm CPU until late 2021, but the company expects to reestablish its process lead with a 5nm node at a later, unannounced date. That’s the message from Intel CFO George Davis, interviewed this week during the Morgan Stanley TMT Analyst ... Full article
March 4, 2020
The rollout of 5G networks is gaining momentum for use cases like digital health services as potential early deployers gauge the security, reliability and reach of the next-generation of wireless networks. Signs of traction emerged with reports of talks between Verizon (NYSE: VZ) and Walmart (NYSE: WMT) to install 5G antennas and other gear to support the retailer’s digital ... Full article
February 28, 2020
Edge computing specialist SolidRun and ASIC solutions company Gyrfalcon Technology this week announced an Arm-based AI inference edge server that the companies say outperforms GPU performance for less cost and power consumption. The server, called the Janux GS31, can be configured with up to 128 Gyrfalcon Lightspeeur SPR2803S neural accelerator chips, delivering a maximum of 24 TOPS per watt, ... Full article
February 28, 2020
In another change to Intel’s senior management team, Naveen Rao, Intel’s AI leader who came to the company in the $350 million acquisition of Nervana in 2016, has announced he is leaving the company. The news is not surprising given Intel’s recent announcement that it will end development work on its Nervana neural network processors and to focus instead ... Full article
February 27, 2020
Google disclosed in a blog it will invest $10 billion in office and data center expansion around the U.S. this year, generating thousands of new jobs in the process. This follows an investment of $13 billion in its national footprint last year. According to Sundar Pichai, Alphabet and Google CEO, Google will expand in 26 states, with new facilities ... Full article
February 26, 2020
Deep learning accelerators based on chip architectures coupled with high-bandwidth memory are emerging to enable near real-time processing of machine learning algorithms. Memory chip specialist Micron Technology argues that hardware accelerators linked to higher memory densities are the best way to accelerate “memory bound” AI applications. Micron (NASDAQ: MU) announced a partnership this week with German automotive supplier Continental ... Full article
February 24, 2020
Intel this morning announced an 18-SKU update to its second-generation Xeon Scalable chip lineup for data center workloads, stating that the refreshed Gold processor delivers an average of 1.36-times higher performance and 1.42-times better performance-per-dollar compared with the first generation of the chip (i.e., the first-gen Cascade Lakes). The company said the processors — labeled with an “R” (refresh), ... Full article
February 14, 2020
Nvidia is back. Way back. After four straight down quarters, the GPU juggernaut announced blockbuster earnings for the period ended January 26, beating analysts’ expectations for both revenue and profits, and showing particular strength in the data center server processor market. The company reported sales of $3.11 billion and earned an adjusted $1.89 a share, exceeding predictions of $1.67 ... Full article
February 13, 2020
The unrelenting spread of the coronavirus is endangering global electronics supply chains, raising the possibility that planned 5G wireless deployments could be at risk. The rollout of key components such as next-generation 5G New Radio has begun. Global availability remains limited, analysts note, and could be slowed further if the virus forces key electronics manufacturers in China to slow ... Full article
February 10, 2020
Today, one need only turn on a TV to be inundated with commercials touting the benefits and potential of AI. Applications that could hardly be envisioned a short time ago are now becoming commonplace, and the outlook is that AI will grow by leaps and bounds. But achieving the promise of AI requires computing platforms that deliver high-performance, robustness ... Full article
February 4, 2020
Computer scientists at the University of Michigan have come up with a faster way to schedule cloud microservices via a new algorithm running on a custom processor. The platform, called Q-Zilla, is based on a widely used scheduling algorithm called SITA, for Size-Interval Task Assignment. The variation on the SITA algorithm classifies tasks, scheduling the simplest at the front ... Full article
February 3, 2020
Emerging AI workloads are propelling the booming Chinese server market, particularly those hosting programmable co-processors capable of supporting graphics chips used for parallel processing of machine learning tasks. The chief benefactor has been China’s server leader, Inspur (SHA: 600756). According to datacenter market survey, demand for server co-processors has helped Inspur expand its China market dominance over Huawei, Dell ... Full article
January 29, 2020
Wall Street’s ardor for Advanced Micro Devices cooled somewhat today as the company’s shares, the stock market's top performer the last two years, fell nearly 6 percent to $47.51 after AMD reported a somewhat downbeat forecast with its latest quarterly earnings report. AMD’s fourth quarter revenue of $2.13 billion was slightly above the analysts’ average predictions of $2.11 billion ... Full article
January 29, 2020
AI processors are reinvigorating the global semiconductor industry, prompting at least one market tracker to predict a three-fold increase in AI chip applications over the next five years. In a survey of AI adoption released this week, IHS Markit predicts AI applications will explode to $128.9 billion by 2025, up from about $42.8 billion in 2019. The AI processor ... Full article
January 14, 2020
The dizzying pace of technology innovation often fueled by the growing availability of computing horsepower is underscored by the race to develop unique designs and application that can be patented. Among the goals of many of the companies we track is building up their intellectual property portfolios to provide a steady stream of licensing revenue when markets turn south. ... Full article
January 13, 2020
The number of 5G wireless connections is forecast to soar 150 percent over the next five years as infrastructure rollouts gather momentum for connecting sensors and other edge devices. The forecast released this week by Juniper Research estimates the total number of 5G connections will jump from about 5 million subscribers in 2019 to a staggering 1.5 billion globally ... Full article

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