This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More
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CEO Interview with Clay Johnson of CacheQ Systems
Clay Johnson has decades of executive experience in computing, FPGAs and development flows, including serving as vice president of the Xilinx (now AMD) Spartan Business Unit. He has a vision to enable the next phase of computing.
Tell us about CacheQ.
CacheQ is a little over six years old and we have about 10 people. We focus on application… Read More
Nvidia’s Pegasus Putsch!
There hasn’t been this much excitement in Munich since the 1920’s. Nvidia’s great pivot was on display at the GPU Technology Conference Munich 2017. Digital dashboards are out and robotaxis are in as Nvidia narrows its focus on the tip of the automotive industry disruption spear.
To be clear, Nvidia is triangulating on the automotive… Read More
AI ASICs Exposed!
Artificial intelligence, or AI is really heating up these days. The technology has been around for decades, but of late it is becoming quite a focus for applications such as data center analytics, autonomous vehicles and augmented reality. Why the rebirth? The trend appears to be driven by two forces – availability of data to train… Read More