Compute
TSMC Is Running Ahead Of Forecasts On AI Growth
The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. …
Compute
Compute
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. …
AI
Broadcom Goes Wide With AI Systems And Takes On The ODMs
If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …
AI
IBM Ships Homegrown “Spyre” Accelerators, Embraces Anthropic For AI Push
Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own enterprise-grade family of models and its server and research divisions have plenty of experience building accelerators and supercomputers. …
AI
Dell Says It Can Finally Make Some Big Money On GenAI
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
AI
Did AMD Use ChatGPT To Come Up With Its OpenAI Partnership Deal?
In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be planning with Microsoft. …
Compute
Meta Buys Rivos To Accelerate Compute Engine Engineering
Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have manufactured its own CPU and XPU accelerator compute engines. …
Compute
What Is Cerebras Going To Do With That $1.1 Billion In New Funding?
What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide compute for the world’s burgeoning AI inference workload, do for an encore? …
Compute
Arm Says Neoverse Is A More Universal Compute Substrate Than X86
Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. …
Compute
Microsoft And Corintis Champion Microfluidics Cooling Pioneered By IBM
It is a now well-known fact in the datacenters of the world, which are trying to cram ten pounds of power usage into a five pound bit barn bag, that liquid cooling is an absolute necessity for the density of high performance computing systems to be increased to drive down latency between components and therefore drive up performance. …