When speaking about Arm in the enterprise space, the main angle for discussion is on the CPU side. Having a high-performance SoC at the heart of the server has been a key goal for many years, and we have had players such as Amazon, Ampere, Marvell, Qualcomm, Huawei, and others play for the server market. The other angle to attack is for co-processors and accelerators. Here we have one main participant: Fujitsu. We covered the A64FX when the design was disclosed at Hot Chips last year, with its super high cache bandwidth, and it will be available on a simple PCIe card. The main end-point for a lot of these cards will be the Fugaku / Post-K supercomputer in Japan, where we expect it...
The AI Race Expands: Qualcomm Reveals “Cloud AI 100” Family of Datacenter AI Inference Accelerators for 2020
This morning at their first AI Day, the 800lb gorilla of the mobile world, Qualcomm announced that they are getting into the AI accelerator market, and in an aggressive...26 by Ryan Smith on 4/9/2019