Compute
AWS Graviton5 Strikes A Different Balance For Server CPUs
Updated: We have obtained new information in the wake of publishing our story. …
Compute
Compute
With Trainium4, AWS Will Crank Up Everything But The Clocks
The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have been designed explicitly for both training and inference and which present a credible alternative to Nvidia’s “Blackwell” B200 and B300 GPUs as well as Google’s “Trillium” TPU v6e and “Ironwood” TPU v7p accelerators. …
AI
The Road To HPC And AI Profits Is Paved With Good Intentions
With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. …
Compute
AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge
Nvidia may have cornered the market for the compute engines and networks that link them to train GenAI models, and the company has a very large share of the platforms that do inference, too. …
AI
If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing
Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? …
AI
AMD: Solid Roadmaps Beget Money, Which Beget Better Roadmaps And Even More Money
There is a vicious cycle that comes from screwing up, but there is also a virtuous cycle that comes from digging yourself out of the hole and not only not screwing up anymore, but catching up to and then leapfrogging the competition through good engineering, hard work, and a little luck. …
Compute
HPE Reveals Compute And Networking for GX5000 Supercomputers
Space has always been a premium in the datacenter, but the heat is on – quite literally – to drive up the density of GPU and XPU compute not just because real estate is expensive, but because latency is perhaps more expensive. …
Compute
IBM Lets Fly “Nighthawk” And “Loon” QPUs On The Way To Quantum Advantage
Quantum computing is finally heating up. There is a heady mix of high-profile and highly resourced big tech players like Google, Microsoft, Amazon Web Services, and Nvidia either building QPUs, simulating them, or integrating them with classical supercomputers in addition to well-funded younger companies and startups, such as QuEra, IonQ, Quantum Computing, Quantinuum, D-Wave, and Alice & Bob. …
Compute
Riding The Choppy AI Datacenter Waves With Supermicro
There are somewhere on the order of 50,000 reasonably large companies, academic centers, and governments in the world that the enterprise IT market is like the ocean on a calm day in the doldrums. …
Compute
Quantinuum Makes Another Milestone On Commercial Quantum Roadmap
Over the past decade, it has been interesting to watch companies push the rock that is quantum computing up the steep hill. …