
Cisco: Datacenter Demand Strong, Supply Not So Much
The good news, and we all need to be looking at the bright sides of things a bit these days is that the biggest IT shops in the world want to buy a lot of datacenter gear from Cisco Systems. …
The good news, and we all need to be looking at the bright sides of things a bit these days is that the biggest IT shops in the world want to buy a lot of datacenter gear from Cisco Systems. …
Et tu, Meta?
Of all of the world’s hyperscalers and large cloud builders, only Meta Platforms, dominated by its Facebook and related social network businesses like Instagram and WhatsApp, is a pure-play hyperscaler. …
Why does Google need another database, and why in particular does it need to introduce a version of PostgreSQL highly tuned for Google’s datacenter-scale disaggregated compute and storage? …
It is Google I/O 2022 this week, among many other things, and we were hoping for an architectural deep dive on the TPUv4 matrix math engines that Google hinted about at last year’s I/O event. …
There is a fundamental disconnect between the cadence that chip makers want for their devices and what the hyperscalers and cloud builders would prefer. …
Nvidia is not the only company that has created specialized compute units that are good at the matrix math and tensor processing that underpins AI training and that can be repurposed to run AI inference. …
There is increasing competition coming at Nvidia in the AI training and inference market, and at the same time, researchers at Google, Cerebras, and SambaNova are showing off the benefits of porting sections of traditional HPC simulation and modeling code to their matrix math engines, and Intel is probably not far behind with its Habana Gaudi chips. …
In the next few months, Big Blue will launch its entry and midrange Power10 servers, and to be blunt, we are not sure what the HPC and AI angle is going to be for these systems. …
Decades before there were hyperscalers and cloud builders started creating their own variants of compute, storage, and networking for their massive distributed systems, the major HPC centers of the world fostered innovative technologies that may have otherwise died on the vine and never been propagated in the market at large. …
Imagine, if you will, that AMD could make as many Epyc CPUs and Instinct GPU accelerators as it wanted at a reasonable yield and cost. …
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