AI
TSMC Seeks To Make Itself More Indispensable Than It Already Is
Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …
Compute
Compute
AMD’s Long And Winding Road To The Hybrid CPU-GPU Instinct MI300A
Back in 2012, when AMD was in the process of backing out of the datacenter CPU business and did not really have its datacenter GPU act together at all, the US Department of Energy exhibited the enlightened self-interest that is a strong foundation of both economics and politics and took a chance and invested in AMD to do research in memory technologies and hybrid CPU-GPU computing at exascale. …
AI
Can SoftBank Be An AI Supercomputer Player? Will Arm Lend A Hand?
There have been rumors that either Arm Ltd or parent company and Japanese conglomerate SoftBank would buy British AI chip and system upstart – it is no longer a startup if it is eight years old – Graphcore for quite some time. …
Cloud
AWS Pushes Bang For The Buck With Graviton 4 Instances
UPDATED: Mea culpa. Due to an error in calculating the performance of the Graviton 4, we wrongly asserted that the price/performance of these chips was worse than, not better than, that of the Graviton 3. …
Compute
IDC Boosts Datacenter Compute And Storage Spending Forecast
When you have to compile the revenue streams of thousands of major IT hardware, software, and services suppliers into the datacenter, it takes a bit of time to get that data, get it right, and then aggregate it for a datacenter market analysis. …
Compute
The Time Has Come To Upgrade Aging Server Fleets
There has always been a tension in the datacenter between ever-advancing technology and the practical economic gravity of the company balance sheet. …
Compute
Ruminations About Europe’s “Alice Recoque” Exascale Supercomputer
Designing chips and shepherding them through the foundry and package and assembly is a complex and difficult process, and not having these skills at a national level has profound implications for the competitiveness of those nations. …
Compute
The Appetite For Datacenter Compute Is Ravenous
It has been an invaluable asset for AMD as it re-engaged in the datacenter in the past decade to have Forrest Norrod as the general manager of its datacenter business. …
Compute
Can Marvell Profit As It Tries To Triple Its Business By 2028?
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
AI
HPE Goes After Enterprise AI With Nvidia GPU Engines
This week is another major conference for a server OEM, and that must mean it is another time for an OEM to announce its tight partnership with AI compute engine juggernaut Nvidia. …