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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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. …
AI
OpenAI Datacenters Follow The Money To Abu Dhabi
All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. …
Connect
Nvidia Licenses NVLink Memory Ports To CPU And Accelerator Makers
There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the NVLink memory sharing port that started out on its “Pascal” P100 GOU accelerators way back in 2016. …
AI
Saudi Arabia Has The Wealth – And Desire – To Become An AI Player
The oil barons of the Middle East have been trying to diversify out of carbon fuels and into other parts of the global economy for decades, but artificial intelligence may be a game that only hyperscalers, cloud builders, and Middle East sovereign wealth funds can play at the highest levels and maybe, in the long run, only the latter can tilt the AI playing field to their advantage. …
Compute
Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026
Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. …
AI
Nvidia Sacrifices Profits To Preserve Revenues In The US
Making a graphics card for gamers is one thing, but manufacturing a rackscale supercomputer with over 600,000 components that burns 120 kilowatts of power, that has over 5,000 copper cables for an all-to-all interconnect mesh for 72 dual-chip compute engines, and that weighs over 3,000 pounds is another thing entirely. …