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VOICE ARCHIVE

Steven Dickens

@stevendickens3
8 posts
2025-07-09
Congrats to the MIPS team on their acquisition by GlobalFoundries  —  Huge validation of the work that the team have been doing.  Look out for a Research Note from Stephen Sopko on the implications.  —  Want more?  Check out our recently published Research Brief: hyperframeresearch.com/2025/03/10/ m...
2025-07-09 View on X
Tom's Hardware

GlobalFoundries agrees to acquire MIPS, a developer of RISC-V-based solutions and IP, without disclosing financial terms of the deal, set to close in H2 2025

Huge validation of the work that the team have been doing.  Look out for a Research Note from Stephen Sopko on the implications.  —  Want more?  Check out our recently published Re...

2024-05-08
.@IBM and @RedHat announces the open sourcing of the Granite LLM This is a great move. IBM has believed in the potential of open source since 2000 so this is on brand for big blue. [image]
2024-05-08 View on X
IBM Research

IBM open sources its Granite code models for code generative tasks, trained on 116 programming languages, with models ranging in size from 3B to 34B parameters

Mike Murphy / IBM Research :

2024-04-10
Google Cloud Axion - A quick take. Google's venture into the realm of custom silicon chips is not a new endeavor; the company has consistently demonstrated its prowess in designing and deploying these chips on a large scale with its TPU portfolio being on its 5th generation. The...
2024-04-10 View on X
Wall Street Journal

Google unveils ARM-based Axion chips for AI, claiming they have up to 30% better performance over the top ARM rivals, coming to Google Cloud customers in 2024

Google Cloud Axion - A quick take. Google's venture into the realm of custom silicon chips is not a new endeavor; the company has consistently demonstrated its prowess in designing and deploying these chips on a large scale with its TPU portfolio being on its 5th generation. The...
2024-04-10 View on X
Google for Developers Blog

Google adds Gemma variants CodeGemma, for code completion and generation tasks, and RecurrentGemma, to offer researchers faster inference at higher batch sizes

In February we announced Gemma, our family of lightweight, state-of-the-art open models built from the same research and technology used to create the Gemini models.

.@googlecloud is getting further into custom silicon with the launch of Axion. Listen to @ThomasOrTK give the 30 second overview below 👇 My quick take: This move makes perfect sense and the ARM collaboration is a wise move. Custom silicon will be the battleground for AI... [video]
2024-04-10 View on X
Wall Street Journal

Google unveils ARM-based Axion chips for AI, claiming they have up to 30% better performance over the top ARM rivals, coming to Google Cloud customers in 2024

.@googlecloud is getting further into custom silicon with the launch of Axion. Listen to @ThomasOrTK give the 30 second overview below 👇 My quick take: This move makes perfect sense and the ARM collaboration is a wise move. Custom silicon will be the battleground for AI... [video]
2024-04-10 View on X
Google for Developers Blog

Google adds Gemma variants CodeGemma, for code completion and generation tasks, and RecurrentGemma, to offer researchers faster inference at higher batch sizes

In February we announced Gemma, our family of lightweight, state-of-the-art open models built from the same research and technology used to create the Gemini models.

2021-10-21
“Systems revenue, including hardware, was $1.11 billion, which down almost 12% and below the $1.23 billion consensus.” Looks worse than it actually is - @IBMz is in the 9th quarter of z15 so these numbers surprise nobody who actually tracks @IBM closely. https://www.cnbc.com/...
2021-10-21 View on X
CNBC

IBM reports Q3 revenue of $17.62B, vs. $17.77B est., Global Technology Services revenue of $6.15B, down ~5% YoY, vs $6.25B est.; stock drops 4%+

2020-04-21
“Systems revenue, from systems hardware and operating systems, totaled $1.37 billion. That number was up 3%...” “The Z line of mainframe computers within Systems was up 59% as sales of the z15 mainframe continued.” Solid Q1 from @IBM despite COVID 19. https://www.cnbc.com/...
2020-04-21 View on X
CNBC

IBM reports Q1 revenue of $17.6B, down 3.4% YoY, total cloud revenue of $5.4B, up 19% YoY, says it's withdrawing full year guidance amid the COVID-19 crisis

Jordan Novet / CNBC :