Few people can talk in such an engaging way about the chips driving the AI revolution as Karl Freund, founder and principal analyst at Cambrian-AI Research. In this post sponsored by Lenovo, he joins us to discuss the, well, “Cambrian explosion” we’re witnessing in AI chips, the general state of the AI semiconductor market, and the competitive landscape in deep learning, inference and software infrastructure in support of AI. In doing so, he assesses GPUs from NVIDIA, AMD and Intel, along with the new specialty AI chips.
Freund has a deep and varied background in HPC and AI, having served in executive roles at Cray, IBM, AMD and Calxeda, a pioneer of Arm-based system-on-chip (SoC) for servers. He’s also a frequent contributor to Forbes magazine.
In this conversation, Freund also looks out ahead five years and shares his AI chip market share predictions.
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