The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. Just like real climate change makes it difficult for the existing models to accurately predict the weather, and constant model tweaks and limited relatively current data …
In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” And that is a good thing because cleaning up the chip maker and chip designer is indeed a Herculean challenge. Ironically, Tan …
Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. But what is clear from Oracle’s latest financials is that the company never needed the xAI deal at …
Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? If that is the case, then the five-year, $11.9 billion contract that OpenAI inked this …
With RISC-V International, the body controlling the RISC-V instruction set, located in Switzerland for the past five years, RISC-V now has just as much right to call itself indigenous to Europe as does Arm Ltd, the British chip company that finds itself on the other side of the English Channel …
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. But will these hold? This is a reasonable question as we watch the rise of homegrown XPUs for AI processing by the hyperscalers …
All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world about how the global economy and culture should work. Donald Trump has certainly used this pulpit in his first and now second terms …
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SPONSORED FEATURE: As an industry, financial services is accustomed to big numbers. It is estimated that the FS sector – which includes banking, insurance, investment, lending and other businesses related to wealth allocation – would reach a combined value of $33.54 trillion by 2024, growing at a compound annual growth …
Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. But HPE apparently …
CoreWeave, the upstart GPU cluster datacenter operator that was formerly a relatively small cryptocurrency miner based in Roseland, New Jersey, has filed its S-1 form with the US Securities and Exchange Commission to do an initial public offering. And that has a lot of people – those thinking of investing …
Rather than measure the funding rounds and valuations of AI startups building foundation models in US dollars, perhaps we should just convert that right into GPU-hours rented to train models, since this accounts for the vast majority of spending that OpenAI, Anthropic, and a handful of others do in their …
For as long as we can remember, the high performance computing business was one where it has been difficult for the manufacturers that build systems to make a buck. With the advent of GenAI and booming sales of AI servers to run training and often inference workloads, none of this …
In a scene from the movie Gladiator, Roman emperor Marcus Aurelius, worried about the fragility of his empire, tells his general, Maximus: “There was once a dream that was Rome. You could only whisper it. Anything more than a whisper and it would vanish.” The same could be said qubits. They are …
With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 …
With a three year cadence between PCI-Express bandwidth increases and a three year span between when a gear shift is first talked about and when its chippery is first put into the field, it is extremely difficult to not be impatient for the next PCI-Express release to get into the …
UPDATED Networking giant Cisco Systems and AI platform provider Nvidia have hammered out a deal to mix and match each other’s technologies to create a broader set of AI networking options for their respective and – importantly, prospective – customers. Nvidia has been a competitor of Cisco’s in the datacenter …
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