Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
Welcome to the second part in our series of chats with J Metz, chair of the Ultra Ethernet Consortium. …
Any time you can get a lot of companies with very technically adept and strongly opinionated people to work together on a problem, or a set of problems, then you know for a fact that there is a real problem. …
For most of the history of high performance computing, a supercomputer was a freestanding, isolated machine that was designed to run some simulation or model and the only link it needed to the outside world was a relatively small one to show some visualization. …
With the bottlenecks between compute engines, their memories, and their networking adapters growing larger with each passing generation of AI machinery, there has never been a more pressing need to shift away from copper and towards optics in datacenter systems. …
As the last several years have shown, scaling up AI systems to train larger models with more parameters across more data is a very expensive proposition, and one that has made Nvidia fabulously rich. …
According to rumors, Nvidia is not expected to deliver optical interconnects for its GPU memory-lashing NVLink protocol until the “Rubin Ultra” GPU compute engine in 2027. …
No one like the R word, but we don’t shy away from data and calling it like we see it. …
It has become a well known fact these days that the switches that are used to interconnect distributed systems are not the most expensive part of that network, but rather it is the optical transceivers and fiber optic cables that comprise the bulk of the cost. …
It is hard to believe that Amazon Web Services has been selling compute, storage, and networking capacity for nearly two decades. …
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