最新GPU, AI Chip の実力
Nvidia Exhibits Hopper in Latest MLPerf Benchmarks (EETIMES)より。 AI推論のMLPerfベンチマークの最新結果が公開された。注目はNVIDIAのHopper
Read →Research
See scattered technology signals
as connected structures.
We organize the links between individual technologies and the longer-term competitive structures across AI infrastructure, semiconductors, and data centers.
01 AI Computing
The competitive axis of AI compute
We track the performance, power, and supply bottlenecks emerging across GPUs, accelerators, and foundation models.
AIを支えるテクノロジ
Technologies Paving the Way for AI Applications (EETIMES)より。 AIは非常に速いスピードで進化を続けている。それに伴い、モデル自体も巨大化し、2012年から201
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AIソフトスタック統合への道
THE HYPERSCALERS POINT THE WAY TO INTEGRATED AI STACKS (NEXT PLATFORM)より。現在各社がしのぎを削っているAIのソフトウェアスタックは、時間がかかるが将
Read →02 Memory & Interconnect
Redesigning memory and connectivity
We follow how CXL, memory pooling, and optical interconnects reshape server design and data-center economics.
Memory Pool 実用化へ一歩前進
IntelliProp First to Market with Memory Fabric Based on CXL; Driving Most Disruptive Technology to Hit Data Ce
Read →Astera LabsのCXL Memory Pooling
Astera Labs Is First To CXL Memory Pooling Silicon – Beating Marvell, Rambus, Microchip, and Montage Technolog
Read →NVIDIAの光インタコネクトへの取り組み
NVIDIA SHOWS WHAT OPTICALLY LINKED GPU SYSTEMS MIGHT LOOK LIKE (NEXT PLATFORM)より。 NvidiaがシリコンフォトニクスベンダーAyar La
Read →03 Compute Architecture
CPU architectures and roadmaps
We compare Arm, x86, and emerging architectures through the choices they create for cloud and HPC.
Arm の Roadmap
ARM FILLS IN SOME GAPS – AND DETAILS – IN SERVER CHIP ROADMAPS (NEXT PLATFORM)より。 現在のサーバ向けArm CPUは、第三波がきている。 H
Read →IntelのCPUロードマップ
Intel CEO Expects More Market Share Losses to AMD (EETIMES)より。 Intel CEOのGelsinger氏によると、2023年はIntel CPUの売上成長がデ
Read →QualcommのArmサーバ
Report: Qualcomm plans Arm server chip return with Nuvia acquisition, gets early interest from Amazon (DCD)より。
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