AI Gold Rush
Conventional wisdom states that in a gold rush you invest in the company selling shovels - so NVidia, AMD and now perhaps Qualcomm.
But in the dotcom era the equivalent companies would have been IBM and Sun.
Qualcomm announces AI accelerators and mysterious racks they’ll run in
Qualcomm has announced some details of its tilt at the AI datacenter market by revealing a pair of accelerators and rack scale systems to house them, all focused on inferencing workloads. The company offered scant technical details about its new AI200 and AI250 “chip-based accelerator cards”, saying only that the AI 200 …