Sutor Group Intelligence and Advisory
Tech, Strategy, and Marketing Expertise for Quantum Computing, AI, and Emerging Tech
AMD (Advanced Micro Devices, Inc.) is an American multinational semiconductor company based in Santa Clara, California, that designs and sells computer processors and related technologies for business and consumer markets. Known for its CPUs and GPUs, AMD competes with companies like Intel and NVIDIA in the high-performance computing and graphics sectors.
Source: Conversation with Copilot, 9/23/2024
Today’s Brief Commentary: I’m writing this at the tail end of my trip to Riyadh, Saudi Arabia, to speak at the huge (> 100,000 people) LEAP / DeepFest 2025 event. It’s been a busy week, and yesterday, I was on the panel “Quantum Leap: The Intersection of Quantum Computing and AI.” Areiel Wolanow moderated, with…
What Happened? On Tuesday, February 4, 2025, AMD announced its financial results for the Q4 2024 quarter and 2024 fiscal year ending December 28, 2024. See its press release for the full details. The Numbers AMD had a strong quarter, with GAAP sequential quarter revenue up 12.3% and year-to-year up 24.2%. GAAP Diluted Earnings Per…
Today’s Brief Commentary: Welcome to the first newsletter after I announced the formation of my Sutor Group Intelligence and Advisory company last Friday. These newsletters will continue to be free, and I’ll put them on LinkedIn, Substack, and the Sutor Group website. If I had my choice, I would have you subscribe to and read…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary This is my last AI-focused newsletter for 2024. I don’t do roundups of the year’s most significant news and articles because I want to get on with 2025. I will leave those for others. Keep your hype…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary As is often the case, NVIDIA is the center of attention today in the AI world. The company announced Q3 2024 earnings and other financials on Wednesday. The stock was “only” up 94% from a year ago….
Commentary and a selection of the most important recent news, articles, and papers about AI Chipsets. Today’s Brief Commentary It’s been a while since I dedicated an entire newsletter to AI accelerator chips. Announcements from vendors tend to come in bursts around events such as the Hot Chips conference. It’s hard to find any news…
A selection of the most important recent news, articles, and papers about AI. General News, Articles, and Analyses Introducing canvas: A new way of working with ChatGPT to write and code | OpenAI https://openai.com/index/introducing-canvas/ (Thursday, October 3, 2024) “We’re introducing canvas, a new interface for working with ChatGPT on writing and coding projects that go…
A selection of the most important recent news, articles, and papers about AI Chipsets. General News, Articles, and Analyses Inside Maia 100: Revolutionizing AI Workloads with Microsoft’s Custom AI Accelerator https://techcommunity.microsoft.com/t5/azure-infrastructure-blog/inside-maia-100-revolutionizing-ai-workloads-with-microsoft-s/ba-p/4229118 Author: Sherry Xu (Tuesday, August 27, 2024) “At Hot Chips 2024, Microsoft shared specifications on Maia 100, Microsoft’s first-generation custom AI accelerator designed specifically…
A selection of the most important recent news, articles, and papers about AI Chipsets. General News, Articles, and Analyses 1. IBM Cloud to offer Intel’s Gaudi 3 AI chips next year | TechCrunch https://techcrunch.com/2024/08/29/ibm-cloud-will-offer-intel-gaudi-3-chips-next-year/ Author: Kyle Wiggers (Thursday, August 29, 2024) “Intel has found its first — and perhaps only — cloud customer for its…
A selection of the most important recent news, articles, and papers about AI Chipsets. General News, Articles, and Analyses 1. AI Reinvents Chip Design – Communications of the ACM https://cacm.acm.org/news/ai-reinvents-chip-design/ Author: Samuel Greengard (Thursday, August 22, 2024) “Chipmakers are turning to artificial intelligence to improve conceptional design, transistor models, simulations and analysis, verification and testing,…
A selection of the most important recent news, articles, and papers about AI Chipsets. News, Articles, and Analyses SpaceX to launch 1st space-hardened Nvidia AI GPU on upcoming rideshare mission | Space https://www.space.com/ai-nvidia-gpu-spacex-launch-transporter-11 (Wednesday, August 14, 2024) “”This is going to be the fastest AI computer ever launched to space.”” SoftBank discussed AI chips tie-up…
A selection of the most important recent news, articles, and papers about AI. News, Articles, and Analyses AI and Games Conference https://www.aiandgamesconference.com/ (Sunday, July 28, 2024) “Bringing together the leading experts in AI for the video games industry.” GenAI Can’t Scale Without Responsible AI https://www.bcg.com/ja-jp/publications/2024/genai-cant-scale-without-responsible-ai Authors: Eric Jesse; Vanessa Lyon; Maria Gomez; and Krupa Narayana…
A selection of the most important recent news, articles, and papers about AI. News, Articles, and Analyses Video Game Actors Under SAG-AFTRA Go On Strike Over AI, Pay | MMORPG.com https://www.mmorpg.com/news/video-game-actors-under-sag-aftra-go-on-strike-over-ai-pay-2000132322 (Friday, July 26, 2024) “SAG-AFTRA actors cannot perform work for many major video games projects and interactive media, including promotional events, with some exceptions.”…