Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. …
Being in the high performance computing business, as AMD most definitely is, has its ups and downs. …
Building a successful cloud and growing it quarter after quarter, year after year, with first mover status or without it, is not an easy task. …
A decade ago, when traditional machine learning techniques were first being commercialized, training was incredibly hard and expensive, but because models were relatively small, inference – running new data through a model to cause an application to act or react – was easy. …
Generative AI is arguably the most complex application that humankind has ever created, and the math behind it is incredibly complex even if the results are simple enough to understand. …
SPONSORED FEATURE The hyperscalers and big cloud builders have their own technical and political reasons for designing proprietary Arm server chips and having them built by Taiwan Semiconductor Manufacturing Co. …
Both the global economy and spending on information technology are so vast that it is hard to really grasp the numbers sometimes. …
It is beginning to look like Intel plans to milk the impending 18A manufacturing process for a long time. …
Every company in every industry in every geography on Earth is trying to figure out how they are going to train AI models and tune them to help with their particular workloads. …
While the hyperscalers and clouds and their AI model builder customers are setting the pace in compute, networking, and storage during the GenAI revolution, that does not mean that they will necessarily provide the only systems that will be used by the largest enterprises in the world. …
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