TSMC Will Have An AI Business Bigger Than All Of Intel Foundry
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
More than a decade ago, executives at Arm Ltd saw the energy costs in datacenters soaring and sensed an opportunity to extend the low-power architecture of its eponymous systems-on-a-chip that has dominated the mobile phone markets from the get-go and took over the embedded device market from PowerPC into enterprise servers. …
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. …
If you handle hundreds of trillions of AI model executions per day, and are going to change that by one or two orders of magnitude as GenAI goes mainstream, you are going to need GPUs. …
It is beginning to look like the Dell Technologies and Hewlett Packard Enterprose, the world’s two biggest original equipment manufacturers, are finally going to start benefitting from the generative AI wave, mainly because they are finally getting enough allocations of GPUs from Nvidia and AMD that they can start addressing the needs of customers who don’t happen to be among the hyperscalers and largest cloud builders. …
Back in 2015, when we were launching The Next Platform, a lot of stuff was going on all at the same time, which is part of the zeitgeist that we were tapping into and that we wanted to chronical upon and participate within. …
Here is a history question for you: How many IT suppliers who do a reasonable portion of their business in the commercial IT sector – and a lot of that in the datacenter – have ever broken through the $100 billion barrier? …
The only way to accurately predict the future is to live it, but just the same, prognostication is one of the things that we humans love to do. …
As a founding member of the Ultra Ethernet Consortium, which has the express purpose of making Ethernet as good for AI and HPC clusters as InfiniBand but with the scalability and familiarity of Ethernet, Arista Networks wants to benefit mightily from the AI wave that is coming to enterprise datacenters the world over. …
It was only six months ago when we were talking about how system maker Supermicro was breaking through a $10 billion annual revenue run rate and was setting its sights on a $20 billion target. …
All Content Copyright The Next Platform