Advanced Computing Intelligence Service

Media reporting suggests Microsoft may be planning a custom AI ASIC. Omdia analyzes this development in the context of the wider custom silicon trend and Microsoft’s deal with OpenAI.

DreamerV3 is a reinforcement learning model that shows state-of-the-art performance on six diverse tasks—without fine-tuning. It is the first AI to mine a diamond in Minecraft without human feedback.

AI apps startups resemble football’s Premier League clubs—the money comes in and flows straight out. These startups need to use their focus on unit economics to inform their technology choices. Stability AI is a case in point.

Compares the top AI hardware startups of 2018–22 in detail. Analyzes the VC ecosystem for AI hardware startups.

Microsoft’s $10bn investment in OpenAI reflects the company’s determination to keep OpenAI on the Azure platform more than anything else.

Forecasts volume and revenue for AI accelerators in the data center 2021-2027. Includes GPUs, proprietary-core AI ASSPs, AI ASICs, and FPGAs. With breakouts by workload category, use case, industry, training/inference, and performance.