We think that server spending is a leading indicator of economic growth or decline, and we are tracking the public companies that peddle systems to try to get a sense of how they are doing to get a better sense of what enterprises, governments, academic institutions, and other organizations separate …
When Intel announced its “Falcon Shores” project to build a hybrid CPU-GPU compute engine back in February 2022 that allowed the independent scaling of CPU and GPU capacity within a single socket, it looked like the chip maker was preparing to take on rivals Nvidia and AMD head on with …
The HPC gurus of the world may have started moving into the hyperscalers and cloud builders in recent years, but they don’t tend to work for vendors and they tend to stay in one place and lean in. Bronis de Supinski, the chief technology officer at Livermore Computing at Lawrence …
Like many of you, we are trying to find out what the heck is really going on in the global economy. And as such, we are paying particularly close attention to the original equipment manufacturers, or OEMs, who peddle servers, storage, and often switching into the enterprise. They are leading …
Just below the massive hyperscalers and cloud builders there is another set of dozens of datacenter operators who provide cloud and co-location services on a multinational basis to enterprises, governments, and academic institutions. Cyxtera Technologies, a spinout of the former CenturyLink telco and Internet service provider (now known as Lumen …
Updated With More MGX Specs: Whenever a compute engine maker also does motherboards as well as system designs, those companies that make motherboards (there are dozens who do) and create system designs (the original design manufacturers and the original – get a little bit nervous as well as a bit …
If you were hoping to get your hands on one of Nvidia’s “Grace” Arm-based CPUs, then you better be prepared to buy a pretty big machine. The Grace-Grace superchips, which have two CPUs on a package with NVLink 4.0 chip-to-chip (C2C) links, and the alternative Grace-Hopper GH200 superchips that weld …
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There is perhaps no better logo for Hewlett Packard Enterprise than the box. HPE receives a bazillion boxes of components, assembles them into boxes we call servers, storage arrays, and switches, and then ships them out wrapped in other boxes to its millions of customers worldwide – mostly, by volume, …
Not all important supercomputers are on the twice-a-year Top500 rankings of machines. In fact, many important architectures are built, tested, and used in production for real-world and useful work – often in academic settings – below the thresholds of entry on the list each June and November. Such has been …
It is no surprise at all that Nvidia’s datacenter business is making money hang over fist right now as generative AI makes machine learning a household word and is giving us something akin to a Dot Com Boom in the glass houses of the world. It is also no surprise …
When three years ago Dell rolled out its Apex initiative, the massive IT supplier was joining a growing list of tech companies like HPE, Lenovo, and Cisco who were adapting to a rapidly expanding multicloud world by making their product portfolios available in a cloud-like, as-a-service model. Organizations wanted more …
As long as great science gets done on the final incarnation of the “Aurora” supercomputer at Argonne National Laboratory, based on Intel’s CPUs and GPUs but not on its now defunct Omni-Path interconnect, people will eventually forget all of – well, most of – the grief that it took to …
A few years ago, DirectData Networks gave us a hint at the tectonic-like shifts that were emerging in datacenters at enterprises and high-end research institutions and were shaping the strategy of a company that had made its name in HPC with its parallel file system technology. New performance and storage …
The interesting thing about the June 2023 rankings of the world’s most powerful supercomputers is not how it really has not changed all that much in the past six months, or that the June list is coming out in May. But rather it is how that list might change, yet …
As we pointed out a year ago when some key silicon experts were hired from Intel and Broadcom to come work for Meta Platforms, the company formerly known as Facebook was always the most obvious place to do custom silicon. Of the largest eight Internet companies in the world, who …
The largest clouds will always have to buy X86 processors from Intel or AMD so long as the enterprises of the world – and the governments and educational institutions who also consume a fair number of servers – have X86 applications that are not easily ported to Arm or RISC-V …
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