Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. But spending on datacenter hardware is not changing all that much, and where spending is now forecast to be higher, it is in …
The Internet of Things (IoT) has shown significant growth and promise, with data generated by IoT devices alone expected to reach 73.1 zettabytes by 2025. Moving this data away from its point of creation to a centralized data center or cloud would contradict the application’s purpose. Thus, edge computing was …
With large language models, bigger is better (and faster) but better is also better. And one of the key insights that the Meta AI research team had with the Llama family of models is that you want to optimize for the lowest cost, highest performance AI inference with any model …
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. Those who can’t get GPUs, or have custom devices that are better suited to their workloads than GPUs, deploy other kinds of accelerators. The companies designing these AI compute engines have …
We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time …
More than a decade ago, executives at Arm Ltd saw the energy costs in datacenters soaring and sensed an opportunity to extend the low-power architecture of its eponymous systems-on-a-chip that has dominated the mobile phone markets from the get-go and took over the embedded device market from PowerPC into enterprise …
How many cores is enough for server CPUs? All that we can get, and then some. For the past two decades, the game in compute engines has been to try to pack as many cores and additional functionality as possible into a socket and make the overall system price/performance come …
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Today is the ribbon-cutting ceremony for the “Venado” supercomputer, which was hinted at back in April 2021 when Nvidia announced its plans for its first datacenter-class Arm server CPU and which was talked about in some detail – but not really enough to suit our taste for speeds and feeds …
There was a time – and it doesn’t seem like that long ago – that the datacenter chip market was a big-money but relatively simple landscape, with CPUs from Intel and AMD and Arm looking to muscle its way in and GPUs mostly from Nvidia with some from AMD and …
SPONSORED POST: Generative AI is the subject of significant interest from enterprises busy looking to use it to help them improve business processes and build innovative new applications and services which can attract new customers and grow revenue. Research firm Gartner expects that spending on GenAI software specifically will expand …
If you control your code base and you have only a handful of applications that run at massive scale – what some have called hyperscale – then you, too, can win the Chip Jackpot like Meta Platforms and a few dozen companies and governments in the world have. If you …
The steady rise of AI over the past several years – and the accelerated growth with the introduction generative AI since OpenAI’s launch of ChatGPT in November 2022 – has shifted Intel’s status as a challenger in a chip market that it long had dominated. For sure, Intel still commands …
If you are wondering why Intel chief executive officer Pat Gelsinger has been working so hard to get the company’s foundry business not only back on track but utterly transformed into a merchant foundry that, by 2030 or so can take away some business from archrival Taiwan Semiconductor Manufacturing Co, …
We have said it before, and we will say it again right here: If you can make a matrix math engine that runs the PyTorch framework and the Llama large language model, both of which are open source and both of which come out of Meta Platforms and both of …
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give …
The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. The biggest downside is that they these chip …
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