Compute
Building The AI Factory Datacenter
AI is changing what “good” looks like in the modern datacenter. …
Compute
Compute
How Sustainable Is This Crazy Server Spending?
We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to the public – we thought that to feel the full impact of this change, we should draw you a picture of the past 26 years of server revenues by quarter so you can take it all in. …
AI
Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. …
Compute
AWS Graviton5 Strikes A Different Balance For Server CPUs
Updated: We have obtained new information in the wake of publishing our story. …
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. …