Microsoft joins the charge for custom AI silicon
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 may well be the GPT of reinforcement learning
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.
Escaping the Premier League economy: AI startups’ unit economics may drive them to the edge
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.
Omdia Market Radar: Top AI Hardware Startups
Compares the top AI hardware startups of 2018–22 in detail. Analyzes the VC ecosystem for AI hardware startups.
Microsoft is determined to keep OpenAI on-platform, but only on the cheap
Microsoft’s $10bn investment in OpenAI reflects the company’s determination to keep OpenAI on the Azure platform more than anything else.
AI Processors for Cloud and Data Center Forecast Report – 2022 Database
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.
The Analyst Team
Principal Analyst, Advanced Computing for AI
Principal Market Forecaster
Research Director, AI and Intelligent Automation
All set! This article has been sent to email@example.com.
All fields are required. For multiple recipients, separate email addresses with a semicolon.
Please Note: Only individuals with an active subscription will be able to access the full article. All other readers will be directed to the abstract and would need to subscribe.