Research
FORUM TRANSCRIPT

Graphcore – AI Chip Market Update & RISC-V Opportunities

  • Private Equity
  • TMT
  • Europe
PREMIUM

Specialist

Former executive at Codasip sro

Agenda

  • Evolution of customer spend on AI hardware, pricing and TCO (total cost of ownership) trends
  • Competitive dynamics vs Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Tenstorrent, Ampere, Blaize, Cerebras, Groq and SambaNova
  • Strengths and weaknesses of hardware approaches vs IP approaches such as Imagination Technologies and Codasip

Questions

For access to this and thousands of other Transcripts, request a free trial

Request A Demo