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. So we will say it very clearly here one more time: The only companies that are making money – meaning additional gross …
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better still, did Wall Street complain when that same online retailer, Amazon, started up an IT utility …
We are still mulling over all of the new HPC-AI supercomputer systems that were announced in recent months before and during the SC25 supercomputing conference in St Louis, particularly how the slew of new machines announced by the HPC national labs will be advancing not just the state of the …
This year, about 45 percent of the revenues at Big Blue will come from software. But IBM wants to push this up to half of revenues and then onwards from there. IBM also wants to find the modern AI era analogs to its venerable WebSphere application server, which gave it …
Updated: We have obtained new information in the wake of publishing our story. We have been expecting a new Arm server CPU design out of the Annapurna Labs folks who create the CPUs, XPUs, DPUs, and scale up switches for Amazon Web Services since the launch of the Graviton4 processor …
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 …
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 …
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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. And attention naturally turned to the question of how the IT giant would fit Juniper into its …
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 …
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. But if Nvidia wants to get machinery into the neoclouds, the AI model builders, and large …
Updated: As we expected, the “Vista” supercomputer that the Texas Advanced Computing Center installed last year as a bridge between the current “Stampede-3” and “Frontera” production system and its future “Horizon” system coming next year was indeed a precursor of the architecture that TACC would choose for the Horizon machine. …
The cluster architectures for AI training and inference are driving unprecedented growth in the datacenter infrastructure spending, but they are also having a reflective and beneficial impact on HPC architectures thanks to the relative ease with which one can get funding for AI initiatives and the need to upgrade existing …
Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? I don’t know, but if either pops, a bunch of economists are gonna lose their jobs. And if the GenAI bubble keeps on embiggening or the GenAI transformation keeps on expandening, a whole lot …
PARTNER CONTENT We are entering a new era where AI isn’t just a tool for transformation but the foundation for reinvention. Frontier firms aren’t waiting. Already, they’re architecting the future with agentic systems, intelligent infrastructure, responsible practices, and resilient data platforms, compounding their competitive advantage. What took months to prototype …
SPONSORED POST Hewlett Packard Enterprise sets out its latest advances in large-scale computing at the SC25 high performance computing conference in November. In recent weeks, it has confirmed two new systems for the Oak Ridge National Laboratory in the US in collaboration with AMD. The Discovery exascale machine and the …
Nvidia has spent much of the year launching new products and partnerships that aim to ensure it keeps its place atop the wild west that is still the AI market while establishing its place in the emerging quantum computing space, where co-founder and chief executive officer Jensen Huang sees Nvidia …
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