Compute
Rebellions AI Puts Together An HBM And Arm Alliance To Take On Nvidia
The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. …
Articles by Timothy Prickett Morgan
Store
HBM Supply Curve Gets Steeper, But Still Can’t Meet Demand
A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. …
Control
Nvidia Nearly Completes Its Control Freakery With Slurm Acquisition
It has always been funny to us that anyone can acquire control of an open source project. …
Compute
Building The AI Factory Datacenter
AI is changing what “good” looks like in the modern datacenter. …
AI
Nvidia Is The Only AI Model Maker That Can Afford To Give It Away
An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and famous software company called Nvidia that just so happens to have a massively complex and ridiculously profitable hardware business running a collection of proprietary and open source software that about three quarters of its approximately 40,000 employees create. …
AI
Tomorrow’s Datacenter Won’t Be Like Yesterday’s – Here’s Why
The way that organizations plan, design and run a datacenter was already under pressure. …
Compute
How Sustainable Is This Crazy Server Spending?
We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to the public – we thought that to feel the full impact of this change, we should draw you a picture of the past 26 years of server revenues by quarter so you can take it all in. …
Store
What Do You Do When You Want GPFS On The Cloud?
While there are a lot of different file system and object storage options available for HPC and AI customers, many AI organizations and a lot of traditional HPC simulation and modeling centers choose either the open source Lustre parallel file system or the modern variants of IBM’s General Parallel File System (GPFS), known previously as Spectrum Scale and now known as IBM Storage Scale, as the storage underpinning of their applications. …
AI
Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. …
AI
Oracle Is Using OpenAI To Build A Platform For The Enterprise
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? …