🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

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

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

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

Tip Techmeme

$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%

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

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…

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

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

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

Obligatory #ISC23 day 2 begins photo! VΛST Data

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-…

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…

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

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

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

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

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

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…

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