AI
Oracle Has Some Big Advantages To Mainstream AI
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. …
Articles by Timothy Prickett Morgan
AI
What A Tangled OpenAI Web We CoreWeave
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? …
AI
Data Deluge Pushes Financial Services Deeper Into AI
SPONSORED FEATURE: As an industry, financial services is accustomed to big numbers. …
AI
Europe Takes Another Whack At Homegrown Compute Engines
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 after the Brexit break up and that is still around 90 percent owned by Japanese conglomerate SoftBank. …
Compute
Broadcom And Marvell Ride The Compute Engine Independence Wave
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. …
AI
GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits
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. …
AI
CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds
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. …
Compute
Why TSMC Did A $100 Billion Deal With Trump On US Chip Manufacturing
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. …
AI
Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding
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 day to day operations. …
AI
The Only Thing Worse Than Selling AI Servers Is Not Selling Them
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. …