With Blackwell GPUs, AI Gets Cheaper And Easier, Competing With Nvidia Gets Harder
If you want to take on Nvidia on its home turf of AI processing, then you had better bring more than your A game. …
If you want to take on Nvidia on its home turf of AI processing, then you had better bring more than your A game. …
It is a pity that we can’t make silicon wafers any larger than 300 millimeters in diameter. …
If you handle hundreds of trillions of AI model executions per day, and are going to change that by one or two orders of magnitude as GenAI goes mainstream, you are going to need GPUs. …
The edge is continuing to become a place where IT infrastructure vendors need to be, and that includes chip makers, all of whom have strategies to push their silicon to where the data is increasingly being generated and needs to be stored, processed, and analyzed. …
By the time that the founders of Achronix, who were all techies from Cornell University, decided to found their own FPGA company twenty years ago, FPGAs had already been in the field for twenty years and the market was dominated by Xilinx (now part of AMD) and Altera (still part of Intel until it gets spun out sometime in the future). …
It is beginning to look like the Dell Technologies and Hewlett Packard Enterprose, the world’s two biggest original equipment manufacturers, are finally going to start benefitting from the generative AI wave, mainly because they are finally getting enough allocations of GPUs from Nvidia and AMD that they can start addressing the needs of customers who don’t happen to be among the hyperscalers and largest cloud builders. …
Back in 2015, when we were launching The Next Platform, a lot of stuff was going on all at the same time, which is part of the zeitgeist that we were tapping into and that we wanted to chronical upon and participate within. …
What is the most important factor that will drive the Nvidia datacenter GPU accelerator juggernaut in 2024? …
Pat Gelsinger, current chief executive officer at Intel and formerly the head of its Data Center Group as well as its chief technology officer, famously invented the tick-tock method of chip launches to bring some order and reason to the way the world’s largest chip maker – as it was in the mid-2000s – mitigated risk and spurred innovation in its products. …
Here is a history question for you: How many IT suppliers who do a reasonable portion of their business in the commercial IT sector – and a lot of that in the datacenter – have ever broken through the $100 billion barrier? …
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