Sweetened IT Spending Forecast Is Not Precisely A GenAI Boom
Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …
Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time there was the beginnings of consolidation among the OEMs who created the servers and storage used by nearly all enterprises, including dot-com startups. …
How many cores is enough for server CPUs? All that we can get, and then some. …
There was a time – and it doesn’t seem like that long ago – that the datacenter chip market was a big-money but relatively simple landscape, with CPUs from Intel and AMD and Arm looking to muscle its way in and GPUs mostly from Nvidia with some from AMD and Intel looking to muscle its way in. …
If you control your code base and you have only a handful of applications that run at massive scale – what some have called hyperscale – then you, too, can win the Chip Jackpot like Meta Platforms and a few dozen companies and governments in the world have. …
The steady rise of AI over the past several years – and the accelerated growth with the introduction generative AI since OpenAI’s launch of ChatGPT in November 2022 – has shifted Intel’s status as a challenger in a chip market that it long had dominated. …
If you are wondering why Intel chief executive officer Pat Gelsinger has been working so hard to get the company’s foundry business not only back on track but utterly transformed into a merchant foundry that, by 2030 or so can take away some business from archrival Taiwan Semiconductor Manufacturing Co, the reason is simple. …
We have said it before, and we will say it again right here: If you can make a matrix math engine that runs the PyTorch framework and the Llama large language model, both of which are open source and both of which come out of Meta Platforms and both of which will be widely adopted by enterprises, then you can sell that matrix math engine. …
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
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