The Rise of Companion Silicon: Rethinking AI Architecture from Edge to Cloud скачать в хорошем качестве

The Rise of Companion Silicon: Rethinking AI Architecture from Edge to Cloud

00:00:00 - The Rise of Innovation in AI and Semiconductors 00:00:22 - Introduction to the Six Five Podcast 00:01:04 - The Heterogeneity of Compute in AI 00:01:46 - Introducing Ford Tammer, CEO of Lattice Semiconductor 00:02:25 - Lattice's Transformation and Focus on AI 00:03:37 - The Role of FPGAs in AI Infrastructure 00:07:11 - Increasing Attach Rates of FPGAs in AI Systems 00:10:52 - Utilizing Chip Surface for Optimal Use Cases 00:12:02 - Efficiency of GPUs and FPGAs in AI Applications 00:13:07 - Applications of FPGAs in Humanoid Robotics 00:16:19 - Time to Market Advantages with FPGAs 00:17:42 - Future Outlook for Lattice Semiconductor and the Semiconductor Market 00:20:05 - Future Engagements As AI systems scale from data centers to the edge, the architectural conversation is shifting. It’s no longer just about CP=Us and GPUs. Companion silicon is becoming foundational to how intelligent systems are built, controlled, and secured. Hosts Patrick Moorhead and Daniel Newman are joined by Lattice CEO, Ford Tamer, to explore why FPGA attach rates are rising and how small and mid-range, low-power devices are driving real system-level value across AI infrastructure. This discussion builds on Lattice’s recent momentum, reinforcing the company’s positioning as the “everywhere companion chip” from the edge to the cloud. Key Takeaways: 🔹 Rising FPGA Attach Rates in AI Systems: As AI deployments expand, more systems are incorporating companion silicon to handle control, security, connectivity, and real-time management alongside CPUs, GPUs, and accelerators. 🔹 System-Level Value in Small and Mid-Range FPGAs: While industry attention often centers on massive accelerators, much of the architectural value is being created in low-power, deterministic devices that enable flexibility and orchestration across communications, compute, industrial, and automotive markets. 🔹 The “Everywhere Companion Chip” Strategy: Lattice’s FPGAs are designed to operate from the edge to the cloud, supporting modern AI infrastructure by managing critical system functions that go beyond raw compute. 🔹 Platform and Software-Driven Deployment: Beyond silicon, Lattice emphasizes a platform and software-led approach that helps customers deploy faster, scale designs, and support long-lived systems in regulated and industrial environments. 🔹 Physical AI and the Next Phase of Infrastructure: As AI moves deeper into robotics, industrial automation, and communications, companion silicon is positioned to play a growing role in enabling real-time control and secure system management. #AICapEx #Hyperscalers #Anthropic #EnterpriseAI #AIRegulation #SaaS #AgenticAI #AICodingAgents #Semiconductors #Networking #DataCenters #LatticeSemiconductor Disclaimer: Six Five Media is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded, and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors, and we ask that you do not treat us as such.