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. …
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Pushed By GenAI And Front End Upgrades, Ethernet Switching Hits New Highs
But virtue of its scale out capability, which is key for driving the size of absolutely enormous AI clusters, and to its universality, Ethernet switch sales are booming, and if the recent history is any guide, we can expect Ethernet revenues will climb exponentially higher in the coming quarters as well. …
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. …
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. …
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IBM Broadens Its Enterprise Software Stack With Confluent Buy
This year, about 45 percent of the revenues at Big Blue will come from software. …
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With Celestial AI Buy, Marvell Scales Up The Datacenter And Itself
It was only a matter of time before Marvell was going to make another silicon photonics acquisition, and the $2.5 billion sale of its automotive Ethernet business to Infineon for $2.5 billion has given the company this past summer netted out to about half of the $3.25 billion that the company is shelling out to get its hands on Celestial AI, one of the several upstarts that hopes to hook compute engines, memory, and switches together using on-chip optical engines and light pipes. …
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. …
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HPE Gets The Lead Out On Juniper-Aruba Networking Integration
In June, after a year and a half of poking and prodding, the US Department of Justice finally gave the OK for the $14 billion acquisition of Juniper Networks by Hewlett Packard Enterprise. …
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Attacking Interconnects And Networks Across All Scales
There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. …
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Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too
Chip designs are busting out beyond the reticle limits of lithography machines, making chiplets and high-bandwidth, in-package die-to-die interconnects inevitable. …