While the world continues to fixate on AI, there are still plenty of high performance computing workloads that need doing and a speedup to any one part can have a big impact, whether it be computational fluid dynamics, material analysis, or something else. “Today we’re making great progress with HPC …
To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes …
PCI-SIG, the organization that oversees the roadmap for the critical PCI-Express peripheral attachment specification, is continuing to keep to its three-year drumbeat for releasing the next iteration of the interconnect spec and already has its sights on the one after that, expected to be released in 2028 and appear in …
Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as …
The newest of the exascale-class supercomputer to be profiled in the Top500 rankings in the June list is the long-awaited “Jupiter” system at Forschungszentrum Jülich facility in Germany. We finally have a sense of how this hybrid CPU-GPU machine will perform, although some of the details on its configuration are …
The International Super Computing 2025 conference is going on this week in Hamburg, Germany and is celebrating its 40th anniversary. It is also the 65th compilation of the Top 500 supercomputer rankings, which was started way back in 1993, which certifies the peak theoretical performance and sustained performance of each …
After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. And so it stands to reason that the custom ASIC design business and the AI-related networking businesses will eventually come to dominate the semiconductor businesses of Broadcom. In …
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Unsurprisingly, the main topic of conversation at the recent Dell Technologies World 2025 event in Las Vegas was AI, and a central theme that wove through many of the messages we heard there was that adopting the emerging technology is much easier now than it was even a year ago. …
When you drive around the major metropolitan areas of this great country of ours, and indeed in any most of the developed countries at this point, you see two things. One is giant warehouses the size of airplane hangars with zillions of loading bays evenly spaced along the outside. These …
Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises. But this time …
While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and …
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Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. And this has absolutely …
Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. Sales were a little more tepid than we and many on Wall Street had expected …
“No.” That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. But this is, in fact, the word from up on high – President Donald Trump, to be precise – about Nvidia being able to sell even tremendously crippled GPU accelerators into …
Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. So it is with network functions that were originally in distinct devices, then pulled onto CPUs during the software-defined networking …
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