This week EDACafe takes a quick look at the 2021 edition of the Linley Fall Processor Conference, organized by technology analysis firm The Linley Group at a physical venue in Santa Clara, CA, and followed by a virtual event. Besides updates on deep learning accelerators, the conference also covered ‘conventional’ processing solutions and some other types of IP. This article will only provide a general overview of the event; full content can be accessed from the conference website, downloading the proceedings (presentations slides) for free.

AI trends: bigger training workloads, segmentation of the edge-AI market

In his opening keynote, Linley Group’s Principal Analyst Linley Gwennap reiterated the key concepts from last Spring processor conference, adding updates on the recent AI trends. Among them, the size of NLP models keeps growing: Google’s Switch Transformer has 1.6 trillion parameters. To train ever-larger neural networks, Cerebras and Tesla are using wafer-scale technology and other innovations. In the datacenter, Nvidia is finding tougher competition from Qualcomm AI 100 and forthcoming Intel Ponte Vecchio. According to Gwennap, Nvidia still leads in performance, but not in efficiency. As for edge-AI, this market is fragmenting into high-end chips for camera-based systems and low-power chips for simple sensors. The conference also saw the participation of TechInsights – the Canadian reverse engineering firm that has recently acquired The Linley Group – with a presentation on the performance gap between CPU and main memory. Among other findings, TechInsights analysts concluded that SRAM cell size scaling trend is getting worse than Logic Standard Cell because SRAM cell does not have DTCO (Design Technology Co-Optimization) scaling options.

(more…)

Global scrutiny of the Nvidia-Arm deal continues: adding to a list of other authorities, European Union regulators have reportedly opened an investigation over concerns of limited competition. The EU Commission said Nvidia had offered concessions to address preliminary concerns, but that they weren’t enough. A decision from European regulators is expected within March 15. As for the other news updates this week, several of them concern autonomous vehicles – including two acquisitions of radar specialist companies.

Autonomous driving tech market is consolidating

According to market intelligence firm CB Insights, a few key players are emerging in autonomous driving technology, and the market is consolidating around major companies like Waymo and Aurora. Every round backed by top venture capital firms in the AV market over the last two years has been Series C or later. This indicates that – as the AV market consolidates – the top VCs monitored by CB Insights “are focusing on the winners, seeing stronger potential for leading self-driving developers rather than early-stage companies.” Another sign of consolidation is the move from many deals to just a few big ones: total funding to autonomous driving companies spiked in 2018, but “since then, deal count has declined significantly as total funding continues to rise.” The majority of the funding by top VCs in AVs over the last two years “has come from just two mega-rounds ($2.25B in 2020 and $2.5B in 2021) to Waymo.” According to CB Insights, the top venture capital firms are now backing companies working on simulation and training, developing the full self-driving stack, enhancing mapping and localization, and more. “Total equity funding to the space has already eclipsed $12B in 2021, up more than 50% from all of 2020,” the analysts elaborated. The selected top VCs monitored by CB Insights “have participated in a record-breaking $3.85B of total funding to autonomous driving companies so far in 2021, with the total projected to be above $5.1B by year end if the trend continues.”

“Smart Money” refers to a group of top VCs as defined by CB Insights.
Credit: CB Insights

(more…)