AI
Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets
Given two endpoints and a compound annual growth rate between those two points over a specific amount of time is not as useful as it seems. …
AI
AI
Broadcom At The Crossroads Between Merchant And Custom Silicon
After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …
AI
Reasons to attend the 2025 AI Infra Summit
Sponsored Post: The 2025 AI Infra Summit will bring some of the brightest minds in AI and its supporting infrastructure to Santa Clara on September 9-11 this year. …
AI
OpenAI Datacenters Follow The Money To Abu Dhabi
All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. …
AI
Pushing AI System Cooling To The Limits Without Immersion
Here is a question for you. What is harder to get right now: 1,665 of Nvidia’s “Blackwell” B200 GPU compute engines or 10 megawatts of power for a four year contract in the Northeast region of the United States? …
AI
Saudi Arabia Has The Wealth – And Desire – To Become An AI Player
The oil barons of the Middle East have been trying to diversify out of carbon fuels and into other parts of the global economy for decades, but artificial intelligence may be a game that only hyperscalers, cloud builders, and Middle East sovereign wealth funds can play at the highest levels and maybe, in the long run, only the latter can tilt the AI playing field to their advantage. …
AI
China Export Controls Whack AMD Datacenter GPU Business
As far as we can tell, the export controls on crippled GPU compute engines announced by the US Department of Commerce back in April have had a disproportionately hard impact on AMD compared to Nvidia, as far as we can tell. …
AI
AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost
Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. …
AI
With Its Llama API Service, Meta Platforms Finally Becomes A Cloud
A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that built the largest social network in the world and that has open sourced a ton of infrastructure software as well as datacenter, server, storage, and switch designs, walks the talk the best. …
AI
The Separate But Equal AI Realms Of China And The US
China has lots of coal but it does not have a lot of GPUs or other kinds of tensor and vector math accelerators appropriate for HPC and AI. …