Vijay Dodd

Our #AI momentum accelerates at the Edge. Building on top of our recent Qualcomm AI Hub announcement, we've now released QNN, our new TensorFlow Lite delegate, in partnership with Google. QNN is an add-on SW module giving developers direct access to our industry leading DSP and neural processing units in #Snapdragon platforms delivering massive performance gains at the edge (20x faster than CPU, 5 x better than GPU). 🚀 🌕 https://lnkd.in/gyVD5UyE

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Some great commentary about the industry consolidation in generative AI. Worth reading.

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The latest episode of #TantrasMantra #podcast is here... The PC industry is on the cusp of a revolution, with major #Windows OEMs like Lenovo Hewlett Packard Enterprise Dell Technologies are rumored to launch a wave of premium Arm-based #AIPCs (laptops) powered by Qualcomm #Snapdragon #XElite and XPlus processors. In this episode, fellow analyst Leonard Lee of neXt Curve and I delve deep into what makes "#WindowsOnArm" a game-changer this time around. We explore performance improvements, the evolving app ecosystem, the focus on #GenAI, and more. We also discuss the competitive landscape and the delicate balancing act OEMs face in navigating their relationships with Intel Corporation and Qualcomm. Tantra Analyst

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Really interesting to see this: how Europe is moving up. It is interest to contrast this qualitative survey with the #siliconcatalyst analysys that UK is sixth in Europe in funding value fir silicon investment. And I will put in a plug for our #UKTIN Forward Capabilities paper on recommendations for UK Semiconductor sector: https://lnkd.in/eNNAsCAz

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"Founder and CEO of NVIDIA, Jensen Huang said, “The ability for telco operators to run AI and 5G on the same computing infrastructure is a game-changer, offering nations a fast path to sovereign AI. SoftBank’s development of the first NVIDIA-accelerated AI-RAN solution allows every telco to become an AI service provider, to bring the world’s most powerful technology force to customers virtually everywhere." AI-ON-5G *** The core software stack includes the following components: *** 1) SoftBank-developed and optimized 5G RAN Layer 1 functions such as channel mapping, channel estimation, modulation, and forward-error-correction, using NVIDIA Aerial CUDA-Accelerated-RAN libraries 2) Fujitsu software for Layer 2 functions 3) Red Hat’s OpenShift Container Platform (OCP) as the container virtualization layer, enabling different types of applications to run on the same underlying GPU computing infrastructure 4) A SoftBank-developed E2E AI and RAN orchestrator, to enable seamless provisioning of RAN and AI workloads based on demand and available capacity"

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Stephen Statler and I had a great conversation on Ambient IoT, wireless technologies used in various IoT edge devices, security, channel sounding, focus areas of Silicon Labs and several other exciting topics. Please watch this interesting episode of the Mister Beacon podcast. #iot #wireless #ambientiot #energyharvesting

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As #AI scales across industries and use cases, understanding how to measure AI performance becomes key in developing solutions with sufficient head room. Like we say, "not all TOPs are created equal". At Qualcomm, we focus on running AI inferencing workloads on our super-efficient and powerful Neural Processing Units (NPUs). Highly recommend reading our latest article on how to measure AI workloads, performance and the right place to run them.  https://lnkd.in/gzV33PCa

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The new Qualcomm Networking Pro A7 Elite Platform integrates #AI at your network's edge, making your home smarter and more responsive than ever before. Our powerful AI gateway can handle complex AI workloads, enhancing all your devices' capabilities for a more synchronized and intelligent home. What an amazing opportunity for OEMs to reinvent the home. 👀 Learn more:

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ARM is planning to spin off a division focused on AI. This strategic move could allow ARM (Already dominant in the AI market especially on the edge) to leverage its corporate valuation of Arm cores in the AI segment. Interestingly, the hardware design blocks used in the development of AI chips are the same as those used in microcontrollers and microprocessors, but optimized for AI, especially on the edge. Will other companies with significant revenue from AI applications follow suit and spin off a division dedicated to AI? hashtag #ARM hashtag #AI hashtag #semiconductor

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A nice course on how to capture, convert (CPU, GPU, NPU), optimize (Quantization) and verify AI models for devices such as smartphones by Qualcomm and DeepLearning.AI . No LLM though, but the principles should be similar enough to worth learning. #ai #ML

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I wanted to share my vision on 6G via a new paper several years in the making, co-authored with my UT colleague Todd Humphreys and Tingfang Ji, who leads Qualcomm's 6G research efforts. The paper is structured around "20 Questions on 6G", and will appear soon in IEEE BITS the Information Theory Magazine, here is the preprint: https://lnkd.in/gqDgkMkU.

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Look forward to this podcast and sharing my views. Thanks to Sandeep Alur from Microsoft for offering to share his perspectives and Sujit John from The Times Of India for moderating the discussions with the d-Matrix team. Please join us. Pradip Thaker Shilpa Phadnis #AI #GenAI #Inference #Hardware #Software #Firmware #RTLDesign #DesignVerification #DFT #Compiler #Kernel #SQA #DataCenter #ESDM The Times Of India The Economic Times India Semiconductor Mission

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Interesting EE Times | Electronic Engineering Times article and interviews by Nitin Dahad on the chip opportunity in India. Dr. Satya Gupta gives a nice overview on the overall opportunity and the efforts in workforce development #semiconductors #ASIC

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With the growing diversity of heterogeneous multiarchitecture platforms and custom accelerators, developers seek the freedom to run the same code on multiple CPU and GPU architectures without vendor lock-in. Learn how researchers at the Indian Institute of Technology Goa achieved performance portability and a 1.9x performance improvement on their 2D Poisson Equation Solver migrating their code from CUDA to #SYCL using Intel’s #oneAPI Base Toolkit. https://lnkd.in/gnXnycvs     

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Credo invented the #AEC market over 5 years ago. Marvell Technology #200G / lane AEC announced today is the first to beat Credo to market during a speed transition. Alan Weckel predicts a $1B AEC silicon market in 2028. Credo revenue last quarter was $60.8M. Marvell Technology #DataCenter revenue last quarter was $816.4M. Given the market size and the incredible growth rate, there is room for more than one #DSP vendor. With strong cable partners, Amphenol, Molex, and TE Connectivity; Marvell Technology may have a shot of taking some share. It's a battle of #incumbency vs. #giant.

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Intel is a 56-year old company, that has been on a two-decade decline. It's unfortunate that they've lost Pat Gelsinger, who was only part way through his turnaround plan. Years ago, Intel went through an existential crisis in the PC processor market and very frankly faced the reality that they were turning the battleship and won. This battle is much, much tougher. The company has missed multiple market opportunities: mobile processors, graphics processors and subsequently AI processing, as well as falling behind in foundry technology. Incumbent disadvantages are real. In Intel's case, it's often been summarized in their approach to innovation: > The market’s not big enough to move the needle > It couldn’t ever be as profitable as our main business > Our competencies are too important to give away, or… > We don’t have the right competencies to do it (stick to our knitting was a common phrase) It's hard for any one person or team to erase decades of poor decisions and missed markets. Interestingly, the US government has made a big, nearly $8B bet on Intel. Let's hope it pays off. #intel #semiconductors #chips #AI #mobile #processors #strategy #turnaround #williamkilmer https://lnkd.in/e6Yih6ty

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It was great to have a conversation with Stephen Statler (Mister Beacon) on Silicon Labs focus technologies, products and markets including Ambient IoT, Machine Learning, Bluetooth Channel Sounding, Wi-Fi and other wireless technologies used in the IoT world. I am looking forward to the full interview. #siliconlabs, #ambientIoT #machinelearning #channelsounding #Wi-Fi

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It was great to have a conversation with Stephen Statler (Mister Beacon) on Silicon Labs focus technologies, products and markets including Ambient IoT, Machine Learning, Bluetooth Channel Sounding, Wi-Fi and other wireless technologies used in the IoT world. I am looking forward to the full interview. #siliconlabs, #ambientIoT #machinelearning #channelsounding #Wi-Fi

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New AI compute challenges require new AI compute solutions.

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