In a world where Nvidia is allocating proportional shares of its GPU hotcakes to all of the OEMs and ODMs, companies like Dell, Hewlett Packard, Lenovo, and Supermicro get their shares and then they turn around and try to sell systems using them at the highest possible price. …
It takes too long to get a new compute engine in the field, and everybody complains about it. …
Customers of Hewlett Packard Enterprise have one foot on the gas and one foot on the brakes at the same time that the company is transitioning from selling gear outright to customers to selling them subscriptions that spread the cost – and therefore HPE’s recognized revenues – out over time. …
For those of us who like hardware and were hoping for a big reveal about the TPUv5e AI processor and surrounding system, interconnect, and software stack at the Hot Chips 2023 conference this week, the opening keynote by Jeff Dean and Amin Vahdat, the two most important techies at Google, was a bit of a disappointment. …
Unless you were born sometime during World War II, you have never seen anything like this before from a computing system manufacturer. …
If large language models are the foundation of a new programming model, as Nvidia and many others believe it is, then the hybrid CPU-GPU compute engine is the new general purpose computing platform. …
Data changes behavior and behavior changes data. It is a phenomenon that is akin to the Observer Effect in physics in that you can’t observe something without changing its behavior. …
Only a few years ago, motherboard and system maker Supermicro set a target of breaking through $10 billion in sales, and thanks to the explosion in systems for training and inference for AI applications, it looks like the company is going to bust through that goal in its fiscal 2025 ending next June. …
With a server recession underway and its latest Epyc CPUs and Instinct GPU accelerators still ramping, this was a predictably soft, but still not terrible in the scheme of things, quarter for AMD. …
Sponsored Feature: Meeting organizational sustainability requirements depends on so much more than optimizing electricity consumption and reducing an enterprise’s carbon footprint. …
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