The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its chosen tech titan customers, would want to be acquired by Japanese conglomerate SoftBank. …
Supercomputer interconnects have not been this exciting in a long time, but the confluence of forces have come together to put high speed, low latency networks at the forefront of systems architecture. …
When the hyperscalers and cloud builders were smaller and the Arm collective had failed to storm the datacenter and AMD was not yet on its path to resurgence, it was Intel that controlled the cadence of new compute engine introductions into the datacenter. …
SPONSORED FEATURE AI is such a unique workload that it warrants its own specialized clouds. …
One of the oldest ideas in humanity – and one that may have predated language as we know it – is that the enemy of my enemy is my friend. …
Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …
We were away on vacation at a lakeside beach in northern Michigan when we caught the news that the UK government was pulling the plug on a plan for an exascale supercomputer to be installed at the EPCC at the University of Edinburgh. …
Each time that the United States has figured out that it needed to do export controls on massively parallel compute engines to try to discourage China from buying such gear and building supercomputers with them, it has already been too late to have much of a long term effect on China’s ability to run the advanced HPC simulations and AI training workloads that we were worried would be enabled by such computing oomph. …
UPDATED: Nvidia is a member of the Ultra Ethernet Consortium.
The jury is still out on a lot of things about this exploding AI market and the re-convergence that it will have with traditional HPC systems for running simulations and models. …
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