For years, the AI hardware landscape has felt like a walled garden, with NVIDIA’s CUDA ecosystem and H100 GPUs reigning supreme, a bit like that one brilliant kid who never shares their toys. But here in Silicon Valley (I recently […]
The Open AI Avalanche: Why AMD’s Collaborative Spirit Is Outmaneuvering NVIDIA’s Empire Read More »
ARM, along with Qualcomm, did a credible job of highlighting how technology developed for smartphones could have a major impact on the PC market. Both AMD and Intel have now produced competitive responses, though it is interesting to note that
Intel and AMD Form x86 Consortium in Advance of NVIDIA’s ARM Challenge Read More »
AMD had its “Advancing AI” event this month, and it’s hitting this market hard with a focused group of solutions that span from PCs to datacenters and from CPUs and GPUs to advanced networking. But AI is starting to hit
AMD and the Future of AI Read More »
It is extremely hard to displace an entrenched vendor like Intel. This is because companies value relationships and really hate change, so even if you have a substantially better product, you won’t make many inroads. We see this in buying
Why AMD Is Taking Share from Intel – The Hidden Cost of Layoffs and Need for AI in HR Read More »
Since June, Qualcomm has had a significant laptop advantage over the more traditional processor suppliers like AMD and Intel. That changed this week when Microsoft and AMD announced that laptops using the Ryzen AI 300 processors will also support CoPilot,
AMD Gets Microsoft’s Blessing for Copilot+ – Is the desktop and Gaming Console Next? Read More »
We are in a huge hype cycle for AI. This technology will certainly be a massive game changer, but it is new, still untrusted, and isn’t yet fully wrapped in mature services. Existing markets, like console gaming, are off-cycle and
AMD, Intel, and Qualcomm’s Financial Reports – The US Processor Market Remains Strong Read More »
AMD hit 55 this week, and it has been an amazing ride. AMD started out as the redundant supplier to Intel with x86 because IBM, like most companies at the time, didn’t want to be the sole source of a
AMD at 55: Still Going Strong with a Unique Advantage for the Coming AI Wave Read More »
To get ahead of the CES announcement wave, AMD announced today two new parts for the automotive market. The Versal AI Edge XA, which is a 7nm part designed to provide AI functionality in automotive applications, and the Ryzen Embedded
AMD Makes Serious Critical Move to Help Automotive Market: Expect More at CES 2024 Read More »
AMD had a massive AI launch this week that showcased its three traditional market advantages and one new one. AMD has been a market darling of late, which is kind of amazing since AMD was traditionally viewed as more of
AMD Launches New AI Products Showcasing Three Huge Market Advantages Read More »
Mercury Research published its Q3 x86 processor market share that showcases AMD has grown share across the board in servers, desktops, and laptops. On PCs, AMD has nearly 20% market share in volume and 17% in revenue, which suggests it
AMD’s Market Share and Performance Update Read More »
