AI
Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …
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Google Is Already Using The Future AI Network You Might Get In 2028
Doubling the transistor count every two years and therefore cutting the price of a transistor in half because you can cram twice as many on a given area transformed computing and drove it during the CMOS chip era. …
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Broadcom Stretches Switching Across Datacenters With Jericho 4
Speaking metaphorically, the blast area of a datacenter should only be so large, for mechanical as well as technical reasons, in order to mitigate the risk of a failure taking out too many machines. …
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Big AI Wave Will Lift Arista To $10 Billion Two Years Early
Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. …
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UCI-Express Cranks Up Chiplet Interconnect Speeds
With cloud computing, HPC, and now AI driving enterprise computing and the technical challenges and cost connected to semiconductor design and manufacturing increasing, demand for chiplet architectures continues to increase. …
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Skimpy HBM Memory Opens Up The Way For AI Inference Memory Godbox
Generative AI is arguably the most complex application that humankind has ever created, and the math behind it is incredibly complex even if the results are simple enough to understand. …
AI
Cisco’s Outshift Incubator Sends Agentic AI Protocol To The Linux Foundation
AI agents bring with them the promise of being able to autonomously solve complex tasks put before them, from finding and analyzing the necessary data, choosing tools, and making decisions without human intervention to learning from their mistakes and adapting to changes. …
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Broadcom Tries To Kill InfiniBand And NVSwitch With One Ethernet Stone
InfiniBand was always supposed to be a mainstream fabric to be used across PCs, servers, storage, and networks, but the effort collapsed and the remains of the InfiniBand effort found a second life at the turn of the millennium as a high performance, low latency interconnect for supercomputers running simulations and models. …
AI
The Art Of The GPU Deal
Perhaps the most interesting conversation that has happened so far in the White House in 2025, at least from the point of view of the IT sector, is when Nvidia co-founder and chief executive officer, Jensen Huang, put on his Sunday best suit and visited President Donald Trump to presumably talk about technology, AI, trade, and war on July 10. …
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Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads
With AI being the biggest change in IT infrastructure since the Dot Com boom, it was no surprise that at the annual Cisco Live event last month in San Diego, the focus was on AI – and particularly agentic AI – and how the networking giant differentiates itself from other infrastructure vendors when it comes to the emerging technology. …