If Nvidia and AMD are licking their lips thinking about all of the GPUs they can sell to the hyperscalers and cloud builders to support their huge aspirations in generative AI – particularly when it comes to the OpenAI GPT large language model that is the centerpiece of all of the company’s future software and services – they had better think again. …
As we pointed out a year ago when some key silicon experts were hired from Intel and Broadcom to come work for Meta Platforms, the company formerly known as Facebook was always the most obvious place to do custom silicon. …
Variety is not only the spice of life, it is also the way to drive innovation and to mitigate risk. …
Two decades ago, all the chip makers, including Intel, had to buy Unix machines, usually massive ranks of Sparc/Solaris systems, to do electronic design automation to design and test their chip designs. …
Similar to interior designers trying to fit the chairs, tables, and other furniture in rooms inside of a home, chip designers have to figure out where the various bits and pieces of a processor will lie on confined floor plans where latency between parts matters. …
It is the nature of big tech companies with near monopolies to start looking a bit like Rome in its Golden Age – the Pax Romana that held from when Augustus Caesar became emperor in 27 BC until Marcus Aurelius died in 180 AD. …
It seems like we have been talking about Google’s TPUv4 machine learning accelerators for a long time, and that is because we have been. …
One of the first tenets of machine learning, which is a very precise kind of data analytics and statistical analysis, is that more data beats a better algorithm every time. …
It is hard to say how many Xeon and Xeon SP CPU sales have been obliterated by Nvidia GPUs, but the number is a big one. …
This week marked this first time since 2012 that Pat Gelsinger has spoken at the annual Hot Chips conference. …
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