AI
Broadcom Goes Wide With AI Systems And Takes On The ODMs
If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …
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Connect
Nvidia Takes The Commanding Lead In Datacenter Ethernet Switching
Well, that didn’t take long. In April 2020, Nvidia completed its $6.9 billion acquisition of Mellanox Technologies for its InfiniBand and Ethernet switching, and a little more than five years and a GenAI boom later Nvidia has been crowned the leading revenue generator for Ethernet switching in the datacenter by IDC. …
AI
Field Of GPUs
“If you build it, they will come,” as we all learned from watching Field of Dreams two and a half decades ago. …
Compute
Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU
Broadcom turned in its financial results for its third quarter last night, and all of the tongues in the IT sector are wagging about how the chip maker and enterprise software giant has landed a fourth customer for its burgeoning custom XPU design and shepherding business. …
Compute
Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence
There is no question that one of the smartest things that chip designer, packager, and manufacturing process manager Marvell Technology did was to shell out $650 million in May 2019 to buy Avera Semiconductor. …
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. …
HPC
Nvidia Tapped To Accelerate RIKEN’s FugakuNext Supercomputer
It has been clear for some time that Japan wants to have a certain amount of economic and technical independence when it comes to cloud computing in the Land of the Rising Sun. …
Connect
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. …
Connect
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. …
Connect
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. …