Two big companies, Ampere and Qualcomm, have teamed up to make a new kind of computer that is really good at understanding and using artificial intelligence (AI). This computer can do things like recognize faces or understand what people are saying. They did this by combining the strengths of each company's special parts called CPUs and inferencing chips. These computers will be used for AI tasks after they have been trained, unlike Nvidia which is good at training them. They want to make sure they stay ahead in the market and don't let other companies catch up. Ampere also made a new kind of CPU that has more brain power than the old ones and can do even better things. Read from source...
- The title is misleading as it implies that Nvidia faces new competition from Qualcomm and Ampere only in the AI-focused server market. However, the article itself mentions that both companies also indirectly compete with Nvidia by selling AI chips in systems that combine various types of chips, which means they are not exclusively focused on the AI-focused server market.
- The article uses vague and unclear terms such as "AI models" and "inference" without explaining what they mean or how they differ from other forms of computation. This makes it hard for readers who are not familiar with the technical details of these concepts to understand the main point of the article.
- The article does not provide any evidence or data to support the claim that Ampere and Qualcomm's partnership will allow them to scale to larger AI models or that their product will run the AI models after their training phase. This is a significant assumption that needs to be backed up by some form of research or analysis, but it is not presented in the article.
- The article relies on quotes from industry experts and executives without giving any context or background information about them or their organizations. For example, who is Jeff Wittich and why should we trust his opinion? What are his interests and biases? How does he relate to Ampere and Qualcomm? Similarly, who is Jim McGregor and what is his expertise in this field? How does he benefit from the partnership between Ampere and Qualcomm? These questions need to be answered before we can evaluate the credibility of their statements.
- The article ends with a vague and irrelevant statement about Ampere's upcoming generation of central processing units, which has nothing to do with the main topic of the article or the partnership between Ampire and Qualcomm. This is a cheap attempt to generate interest and curiosity in the reader without providing any valuable information or insight.