Compute
Is Nvidia Assembling The Parts For Its Next Inference Platform?
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. …
Articles by Timothy Prickett Morgan
Compute
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. …
AI
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. …
AI
By Decade’s End, AI Will Drive More Than Half Of All Chip Sales
As the year came to an end, we tore apart IDC’s assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the company’s reckoning of Ethernet switching and routing revenues. …
Connect
Pushed By GenAI And Front End Upgrades, Ethernet Switching Hits New Highs
But virtue of its scale out capability, which is key for driving the size of absolutely enormous AI clusters, and to its universality, Ethernet switch sales are booming, and if the recent history is any guide, we can expect Ethernet revenues will climb exponentially higher in the coming quarters as well. …
AI
Nvidia’s Vera-Rubin Platform Obsoletes Current AI Iron Six Months Ahead Of Launch
Having an annual cadence for the improvement of AI systems is a great thing if you happen to be buying the newest iron at exactly the right time. …
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. …
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. …