Articles by Timothy Prickett Morgan
AMD Will Need Another Decade To Try To Pass Nvidia
Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been. …
HPC Gets A Reconfigurable Dataflow Engine To Take On CPUs And GPUs
No matter how elegant and clever the design is for a compute engine, the difficulty and cost of moving existing – and sometimes very old – code from the device it currently runs on to that new compute engine is a very big barrier to adoption. …
System Spending Forecast Goes Through The Datacenter Roof
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
Cerebras Trains Llama Models To Leap Over GPUs
It was only a few months ago when waferscale compute pioneer Cerebras Systems was bragging that a handful of its WSE-3 engines lashed together could run circles around Nvidia GPU instances based on Nvidia’s “Hopper” H100 GPUs when running the open source Llama 3.1 foundation model created by Meta Platforms. …
IBM’s Red Hat Acquisition Will Pay For Itself By Early Next Year
Big Blue has reported its financial results for the third quarter of 2024, and the thing that stands out most is not the System z16 mainframes and Power10 midrange and big iron are getting a little long in the tooth ahead of new product cycles expected to start in 2025. …
The Great Danes Get A Supercomputer For AI And Maybe HPC
To AI or to not AI, that is not even a question in 2024. …
The Money Keeps Rolling In For Optical Interconnects
With the bottlenecks between compute engines, their memories, and their networking adapters growing larger with each passing generation of AI machinery, there has never been a more pressing need to shift away from copper and towards optics in datacenter systems. …
Unlocking The Future of AI Infrastructure: Breaking Through Bottlenecks For Profitability And Performance
As the last several years have shown, scaling up AI systems to train larger models with more parameters across more data is a very expensive proposition, and one that has made Nvidia fabulously rich. …
The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back
Every time Lisa Su, chief executive officer at AMD, announces a new Instinct GPU accelerator, the addressable market for AI acceleration in the datacenter seems to expand. …