The AI boom has been very, very good to Taiwan Semiconductor Manufacturing Co, which is positioned to do well if Nvidia continues with its hegemony over AI training and inference or if the rebel alliance forms behind AMD or if the hyperscalers and cloud builders dedicate a substantial portion of …
As part of the pre-briefings ahead of the Google Cloud Next 2025 conference last week and then during the keynote address, the top brass at Google kept comparing a pod of “Ironwood” TPU v7p systems to the “El Capitan” supercomputer at Lawrence Livermore National Laboratory. And they kept doing it …
Making a graphics card for gamers is one thing, but manufacturing a rackscale supercomputer with over 600,000 components that burns 120 kilowatts of power, that has over 5,000 copper cables for an all-to-all interconnect mesh for 72 dual-chip compute engines, and that weighs over 3,000 pounds is another thing entirely. …
Beleaguered chip maker Intel has been looking for ways to capitalize on non-core, not large, but profitable parts of its business to raise funds for its ambitious plans to revitalize Intel Foundry and to also invest heavily in the Intel Products group. And only two weeks after taking the helm …
SPONSORED FEATURE: Back before there were AI factories, there were two generations of the AI Bridging Cloud Infrastructure supercomputer, built by the National Institute of Advanced Industrial Science and Technology (AIST) in Japan. AIST created what is arguably the first AI factory, merging accelerated computing platforms with cloud infrastructure software …
The HPC centers of the world like fast networks and compute, but they are also always working under budget constraints unlike their AI peers out there in the enterprise, where money seems to be unlimited to what sometimes looks like an irrationally exuberant extent. They are also don’t have a …
Compute engine makers can do all they want to bring the performance of their devices on par or even reasonably close to that of Nvidia’s various GPU accelerators, but until they have something akin to the NVLink and NVSwitch memory fabric that Nvidia uses to leverage the performance of many …
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SPONSORED CONTENT When it comes to artificial intelligence, context is everything. The same thing holds true for human intelligence, so it stands to reason that it translates to AI since we created it in our own image. And now, we are watching companies like NVIDIA promote AI factories – literally …
If you want to be a leading in supplying AI models and AI applications, as well as AI infrastructure to run it, to the world, it is also helpful to have a business that needs a lot of AI that can underwrite the development of homegrown infrastructure that can be …
It is funny how companies can find money – lots of money – when they think IT infrastructure spending can save them money, make them money, or do both at the same time. This is the hope with AI, and everyone is trying to benefit from it in those ways. …
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. There has just been an unprecedented amount of spending, mostly for systems that are accelerated by Nvidia GPUs. It remains to be seen how …
Mike Henry was interim chief product officer at AI inference company Groq in 2023, a position that put him in close contact with a lot of datacenter administrators and managers. During those six months, he noticed shifts in the ever-evolving landscape that has been the domain of the dominant cloud …
Two weeks ago, before we began our nightmare travels to get to the 2025 edition of Nvidia’s GPU Technology Conference in San Jose, we put together an analysis of the AI server and storage spending forecasts put out by the good folks at IDC. Now, we have a similar, and …
Intel is hosting its Vision 2025 annual event in Las Vegas this week, what we old hands used to call Intel Developer Forum back in the days when the chip maker was taking over more and more of the datacenter and had give the world a relatively inexpensive and uniform …
The injection of generative AI into the bloodstream of the tech titans and now businesses of all sizes and stripes over the past two years has forced IT vendors, from hardware makers to component providers to enterprise application developers, to quickly rework their roadmaps to address the particular demands of …
In a panel discussion during GPU Technical Conference a few weeks ago, Nvidia co-founder and chief executive officer Jensen Huang suggested to executives of several quantum computing companies that are calling their systems “computers” may be a misnomer and that a better tag might be “instruments.” Sitting next to Huang …
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