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. …
Compute
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. …
Compute
Startup Quantum Elements Brings AI, Digital Twins To Quantum Computing
AI is having a seismic impact on processes across all industries, speeding things up and driving costs down. …
Compute
D-Wave Makes Gate-Model Power Move With Quantum Circuits Buy
In the early days of D-Wave’s history, the company made a decision to pursue annealing as its first technology to build a quantum computer because it promised to offer the fastest path to commercial quantum computing. …
Compute
AMD Contemplates And Engineers Yottascale AI Compute
Under Lisa Su’s more than eleven years as AMD’s chief executive officer, the company has returned from Opteron exile to be a formidable CPU foe to Intel in the datacenter, due in large part to the innovation around its Zen microarchitecture and Epyc server chips driven by Su, chief technology officer Mark Papermaster, and countless others. …
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. …
Compute
Building The AI Factory Datacenter
AI is changing what “good” looks like in the modern datacenter. …