Updated: Here is something we don’t see much anymore when it comes to AI systems: list prices for the accelerators and the base motherboards that glue a bunch of them together into a shared compute complex. …
The steady rise of AI over the past several years – and the accelerated growth with the introduction generative AI since OpenAI’s launch of ChatGPT in November 2022 – has shifted Intel’s status as a challenger in a chip market that it long had dominated. …
We have said it before, and we will say it again right here: If you can make a matrix math engine that runs the PyTorch framework and the Llama large language model, both of which are open source and both of which come out of Meta Platforms and both of which will be widely adopted by enterprises, then you can sell that matrix math engine. …
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