Under Lisa Su’s more than eleven years as AMD’s chief executive officer, the company has returned from Opteron exile to be a formidable CPU foe to Intel in the datacenter, due in large part to the innovation around its Zen microarchitecture and Epyc server chips driven by Su, chief technology …
Having an annual cadence for the improvement of AI systems is a great thing if you happen to be buying the newest iron at exactly the right time. But the quick pace of improvement of Nvidia’s rackscale AI systems and the scale-out networks to massively embiggening also means that at …
The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. But there is only one that is funded by two of the three biggest makers of HBM stacked memory and backed by the two biggest telecom companies in its indigenous …
If there was ever a demonstration of Jevons’ paradox, it’s the supercomputing sector. According to this law of economics, consumption rises, rather than falls, with production efficiency. William Stanley Jevons conceived it in the 1860s as developments like the Watt steam engine made coal more efficient. Attracted to cheaper energy, …
A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs for HBM memory and its main propellant, GPU and XPU compute for AI …
It has always been funny to us that anyone can acquire control of an open source project. But it definitely happens because, in the final analysis, people need to get paychecks to live and some company somewhere has to cut those checks. Sometimes, an open source project is supported out …
An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and famous software company called Nvidia that just so happens to have a massively complex and ridiculously profitable hardware business running a collection of proprietary and open source …
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AI is changing what “good” looks like in the modern datacenter. It is not just a question of buying faster hardware. Power ceilings, rack density, cooling, and day-to-day operations are becoming first-order design constraints, especially as organizations move from pilots to always-on AI workloads. In this Video Hot Seat, Tim …
The way that organizations plan, design and run a datacenter was already under pressure. AI has turned that pressure into a once-in-generation stress test, one that is inspiring a top-to-bottom rethink of what the datacenter does, how it does it, and where. “What we’re seeing now is seismic,” says Dave …
We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to …
While there are a lot of different file system and object storage options available for HPC and AI customers, many AI organizations and a lot of traditional HPC simulation and modeling centers choose either the open source Lustre parallel file system or the modern variants of IBM’s General Parallel File …
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. So we will say it very clearly here one more time: The only companies that are making money – meaning additional gross …
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better still, did Wall Street complain when that same online retailer, Amazon, started up an IT utility …
We are still mulling over all of the new HPC-AI supercomputer systems that were announced in recent months before and during the SC25 supercomputing conference in St Louis, particularly how the slew of new machines announced by the HPC national labs will be advancing not just the state of the …
This year, about 45 percent of the revenues at Big Blue will come from software. But IBM wants to push this up to half of revenues and then onwards from there. IBM also wants to find the modern AI era analogs to its venerable WebSphere application server, which gave it …
Updated: We have obtained new information in the wake of publishing our story. We have been expecting a new Arm server CPU design out of the Annapurna Labs folks who create the CPUs, XPUs, DPUs, and scale up switches for Amazon Web Services since the launch of the Graviton4 processor …
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