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linkhttps://more-moore.com calendar_today25-12-2021 15:43:12

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@iancutress

3 years ago

Recorded for EE Times | Electronic Engineering Times AI Everywhere Forum last week, my talk on 'State of Play: AI Hardware Startups' where I cover different types of AI hardware, and where the $10B VC funding is going. Includes Tenstorrent, Cerebras, SambaNova Systems, Graphcore youtu.be/v0BWmvBiXY0

Recorded for <a href="/eetimes/">EE Times | Electronic Engineering Times</a> AI Everywhere Forum last week, my talk on 'State of Play: AI Hardware Startups' where I cover different types of AI hardware, and where the $10B VC funding is going. Includes <a href="/tenstorrent/">Tenstorrent</a>, <a href="/CerebrasSystems/">Cerebras</a>, <a href="/SambaNovaAI/">SambaNova Systems</a>, <a href="/graphcoreai/">Graphcore</a> youtu.be/v0BWmvBiXY0
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@iancutress

3 years ago

Sorry it's taken a while, but here's my breakdown of the new Qualcomm Snapdragon 8 Gen 2 SoC, the chip that's going to be powering most major smartphone launches in 2023. SPEC and performance per watt comparisons! youtube.com/watch?v=aIVj1D… #sponsored

Sorry it's taken a while, but here's my breakdown of the new <a href="/Qualcomm/">Qualcomm</a> Snapdragon 8 Gen 2 SoC, the chip that's going to be powering most major smartphone launches in 2023. SPEC and performance per watt comparisons! youtube.com/watch?v=aIVj1D… #sponsored
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@iancutress

3 years ago

A couple of weeks ago I went to Germany. There were beers, bratwurst, and a super fast Linux-based machine that doesn't die when 60-80% of its VRMs fail. You can put it in a standard 19-inch rack. I watched my youtube channel on it. youtu.be/ZVO55oxJ464 #sponsored

A couple of weeks ago I went to Germany. There were beers, bratwurst, and a super fast Linux-based machine that doesn't die when 60-80% of its VRMs fail. You can put it in a standard 19-inch rack. I watched my youtube channel on it. youtu.be/ZVO55oxJ464 #sponsored
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MoreThanMoore
@morethanmoore2x

3 years ago

Tip Techmeme

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@iancutress

3 years ago

$TSM Q1 2023 Financials YoY $16.72b Revenue (down 4.8%) - Low end of guidance 56.3% GMs (up 0.7%) - High end of guidance Q2 guiding to $15.2-16.0B, 53%

$TSM Q1 2023 Financials YoY $16.72b Revenue (down 4.8%) - Low end of guidance 56.3% GMs (up 0.7%) - High end of guidance Q2 guiding to $15.2-16.0B, 53%
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@iancutress

3 years ago

$ASML Financials Q1 2023 QoQ Revenue €6.7b, up 4.9% System Sales €5.3b, up 12.5% GM 50.6%, down 90bps

$ASML Financials Q1 2023 QoQ Revenue €6.7b, up 4.9% System Sales €5.3b, up 12.5% GM 50.6%, down 90bps
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@iancutress

2 years ago

It's the AI Hardware Show, episode 3! In this episode: Cerebras WSE Mythic Inc. Analog Engine Tesla Dojo Untether AI SpeedAI Tachyum Prodigy XMOS.AI XCore As always, hosted with Sally Ward-Foxton from EE Times | Electronic Engineering Times! youtube.com/watch?v=NcfyPa…

It's the AI Hardware Show, episode 3! In this episode: <a href="/CerebrasSystems/">Cerebras</a> WSE <a href="/MythicInc/">Mythic Inc.</a> Analog Engine <a href="/Tesla/">Tesla</a> Dojo <a href="/UntetherAI/">Untether AI</a> SpeedAI <a href="/Tachyum/">Tachyum</a> Prodigy XMOS.AI XCore As always, hosted with <a href="/sallywf/">Sally Ward-Foxton</a> from <a href="/eetimes/">EE Times | Electronic Engineering Times</a>! youtube.com/watch?v=NcfyPa…
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@iancutress

2 years ago

AI Hardware Show Podcast 3: After Show! #aihardwareshow A more casual chat about Cerebras WSE Mythic Inc. Analog Engine Tesla Dojo Untether AI SpeedAI Tachyum Prodigy XMOS.AI XCore with Sally Ward-Foxton of EE Times | Electronic Engineering Times! youtu.be/Zn6DsIAnhm0

AI Hardware Show Podcast 3: After Show! #aihardwareshow A more casual chat about <a href="/CerebrasSystems/">Cerebras</a> WSE <a href="/MythicInc/">Mythic Inc.</a> Analog Engine <a href="/Tesla/">Tesla</a> Dojo <a href="/UntetherAI/">Untether AI</a> SpeedAI <a href="/Tachyum/">Tachyum</a> Prodigy XMOS.AI XCore with <a href="/sallywf/">Sally Ward-Foxton</a> of <a href="/eetimes/">EE Times | Electronic Engineering Times</a>! youtu.be/Zn6DsIAnhm0
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@iancutress

2 years ago

Is quantum computing looming to break encryption? NIST is working on solving that problem with new secure cryptography standards. In this video, I explore IBM's roadmap in developing solutions in to how agile our security has to be. [13:37] youtu.be/IpFP-qaImEU #sponsored

Is quantum computing looming to break encryption? NIST is working on solving that problem with new secure cryptography standards. In this video, I explore <a href="/IBM/">IBM</a>'s roadmap in developing solutions in to how agile our security has to be. [13:37] youtu.be/IpFP-qaImEU #sponsored
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@iancutress

2 years ago

Intel's Q1 financial numbers showcased reduced revenue in almost every division, some reorg, and yet the company is still building fabs despite underfilling the ones it runs. @Intel is doubling down, but will it work? morethanmoore.substack.com/p/intc-doublin… $intc

Intel's Q1 financial numbers showcased reduced revenue in almost every division, some reorg, and yet the company is still building fabs despite underfilling the ones it runs. @Intel is doubling down, but will it work? morethanmoore.substack.com/p/intc-doublin… $intc
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MoreThanMoore
@morethanmoore2x

2 years ago

Obligatory #ISC23 day 2 begins photo! VΞ›ST Data

Obligatory #ISC23 day 2 begins photo! <a href="/VAST_Data/">VΞ›ST Data</a>
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@iancutress

2 years ago

Some of Wall Street were worried that the funding rush for AI hardware startups had stalled. I'm here to tell you that's not the case - AI is still hot stuff. Tenstorrent has just raised $100m+ with a couple of key lead investors. morethanmoore.substack.com/p/ai-is-still-…

Some of Wall Street were worried that the funding rush for AI hardware startups had stalled. I'm here to tell you that's not the case - AI is still hot stuff. <a href="/tenstorrent/">Tenstorrent</a> has just raised $100m+ with a couple of key lead investors. morethanmoore.substack.com/p/ai-is-still-…
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@iancutress

2 years ago

It's happening! We're getting RGB in processors. Kind of. We're talking optical interconnects that use colors. The colors are in the cable. In this vid, we go through Hot Chips 2023 in August - a showcase what silicon of the future. youtube.com/watch?v=tQILuj…

It's happening! We're getting RGB in processors. Kind of. We're talking optical interconnects that use colors. The colors are in the cable. In this vid, we go through <a href="/hotchipsorg/">Hot Chips</a> 2023 in August - a showcase what silicon of the future. youtube.com/watch?v=tQILuj…
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@iancutress

2 years ago

The AI Hardware Show 2023, Episode 4 - with co-host Sally Ward-Foxton from EE Times | Electronic Engineering Times! ➑ @NVIDIA's H100, ➑ @Intel's Loihi 2, ➑ Hailo Hailo-8, ➑ SambaNova Systems's Cardinal ➑ Innatera Nanosystems ➑ Ampere Altra Max After show podcast tomorrow! youtu.be/YKQtGZGPqJo

The AI Hardware Show 2023, Episode 4 - with co-host <a href="/sallywf/">Sally Ward-Foxton</a> from <a href="/eetimes/">EE Times | Electronic Engineering Times</a>! ➑ @NVIDIA's H100, ➑ @Intel's Loihi 2, ➑ <a href="/Hailo_ai/">Hailo</a> Hailo-8, ➑ <a href="/SambaNovaAI/">SambaNova Systems</a>'s Cardinal ➑ <a href="/Innatera_Nano/">Innatera Nanosystems</a> ➑ <a href="/AmpereComputing/">Ampere</a> Altra Max After show podcast tomorrow! youtu.be/YKQtGZGPqJo
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@iancutress

2 years ago

The AI Hardware Show: Podcast 4! A more casual 35-min chat with Sally Ward-Foxton about this week's players. ➑ NVIDIA's H100, ➑ Intel's Loihi 2, ➑ Hailo Hailo-8, ➑ SambaNova Systems's Cardinal ➑ Innatera Nanosystems ➑ Ampere Altra Max youtu.be/xw7YHDBSDi8

The AI Hardware Show: Podcast 4! A more casual 35-min chat with <a href="/sallywf/">Sally Ward-Foxton</a> about this week's players. ➑ <a href="/nvidia/">NVIDIA</a>'s H100, ➑ <a href="/intel/">Intel</a>'s Loihi 2, ➑ <a href="/Hailo_ai/">Hailo</a> Hailo-8, ➑ <a href="/SambaNovaAI/">SambaNova Systems</a>'s Cardinal ➑ <a href="/Innatera_Nano/">Innatera Nanosystems</a> ➑ <a href="/AmpereComputing/">Ampere</a> Altra Max youtu.be/xw7YHDBSDi8
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@iancutress

2 years ago

Episode 5 of the AI Hardware Show, with Sally Ward-Foxton from EE Times | Electronic Engineering Times! youtu.be/2-OngADkD3A In this episode: ➑ Mobileye EyeQ (Amnon Shashua) ➑ NeuChiP, ➑ Lightmatter Mars (Nicholas Harris), ➑ Rain (Gordon Hirsch Wilson) ➑ IBM Z Telum (Ross Mauri), ➑ GreenWaves

Episode 5 of the AI Hardware Show, with <a href="/sallywf/">Sally Ward-Foxton</a> from <a href="/eetimes/">EE Times | Electronic Engineering Times</a>! youtu.be/2-OngADkD3A In this episode: ➑ <a href="/Mobileye/">Mobileye</a> EyeQ (<a href="/AmnonShashua/">Amnon Shashua</a>) ➑ <a href="/NeuChiP/">NeuChiP</a>, ➑ <a href="/LightmatterCo/">Lightmatter</a> Mars (<a href="/theanalognick/">Nicholas Harris</a>), ➑ <a href="/Rain__AI/">Rain</a> (<a href="/gordonhwilson/">Gordon Hirsch Wilson</a>) ➑ <a href="/IBMZ/">IBM Z</a> Telum (<a href="/rossmauri/">Ross Mauri</a>), ➑ <a href="/GreenWavesTech/">GreenWaves</a>
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@iancutress

2 years ago

Today Intel is doing the unthinkable: proposing that we change chip substrate materials from organic laminate to GLASS! wait, what? We now have some details: youtu.be/vszP-vMhei4

Today <a href="/intel/">Intel</a> is doing the unthinkable: proposing that we change chip substrate materials from organic laminate to GLASS! wait, what? We now have some details: youtu.be/vszP-vMhei4
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@iancutress

2 years ago

Double dose of video today. AMD EPYC has launched Siena, it's new Zen4c enterprise processor. It fills out the Zen4 family, with Genoa, Genoa-X, and Bergamo. Up to 64-cores, targeting power-limited environments. It's all efficiency cores! youtu.be/Llm7XLFNG_4

Double dose of video today. <a href="/AMDServer/">AMD EPYC</a> has launched Siena, it's new Zen4c enterprise processor. It fills out the Zen4 family, with Genoa, Genoa-X, and Bergamo. Up to 64-cores, targeting power-limited environments. It's all efficiency cores! youtu.be/Llm7XLFNG_4
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@iancutress

2 years ago

The AI Hardware Show! Episode 5e, the After Show Podcast With Sally Ward-Foxton from EE Times | Electronic Engineering Times We speak about deceased people in autonomous cars and why recommendation engine silicon is big business. youtube.com/watch?v=HDqSQS…

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@iancutress

8 months ago

A special treat for MoreThanMoore subscribers: ➑️Seven Highlights from AMD CEO Dr. Lisa Su morethanmoore.substack.com/p/seven-highli…

A special treat for <a href="/MoreThanMoore2x/">MoreThanMoore</a> subscribers: ➑️Seven Highlights from <a href="/AMD/">AMD</a> CEO Dr. <a href="/LisaSu/">Lisa Su</a> morethanmoore.substack.com/p/seven-highli…