Research Archive
A Deeper Look at Grace – NVIDIA’s Custom Arm-based Super Chip
Executive Summary Custom CPU development is essential for maximizing the efficiency and performance of accelerated computing architectures. NVIDIA’s strategic approach to CPU design, specifically its purpose-built Arm-based CPUs, delivers significant competitive advantages by addressing the limitations of general-purpose CPUs in GPU-accelerated environments. This report analyzes how this strategy delivers competitive advantages through improved performance, power…
CES 2025: Nvidia Blackwell RTX & Project Digits
What’s Important: DLSS 4 introduces Multi Frame Generation, exclusive to RTX 50 Series GPUs, increasing frame rates up to 8x. A new transformer-based AI model replaces the convolutional neural network, improving stability, motion clarity, and reducing ghosting. Enhanced Ray Reconstruction is compatible with all RTX GPUs, improving ray-traced lighting and reflection quality. Broad game and…
More Core, More Power: The Apple M4 Pro Advantage
Key Takeaways: Focus on performances cores for CPU and increased memory bandwidth. Several configurations available for the M4 series chips: M4, M4 Pro, and M4 Max. CPU core count varies from 8 to 16 cores, with combinations of performance and efficiency cores, but focus on performance cores at higher end SKUs. GPU options range from…
The Imperative for AI-First Semiconductor Designs
In the rapidly evolving landscape of artificial intelligence (AI), the demand for computational power is outstripping the capabilities of traditional semiconductor architectures. This surge necessitates a paradigm shift towards special-purpose and AI-first designs, as exemplified by groundbreaking innovations like IBM’s North Pole chip and Groq’s inference chip. These architectures are not merely enhancements of the…
Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era
Intel hosted an event, which was essentially the Intel Foundry coming out party. It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Microsoft announced as a customer for 18A along with $15B lifetime…
Intel Earnings Note & Postive IFS News
Intel announced earnings today that despite the weak guide sets them up for a strong 2024 and the full road to recovery and leadership looks to continue to be clear. Key Takeaways Continued execution of 5 nodes in 4 years remains on track Product recovery in data center and client leads to strong product revenues…