Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. If you save money in the short run by not keeping up, you always end up paying with interest when you are backed into a place where you do …
It has taken a lot of dreaming and even more engineering, but the many promises of silicon photonics are starting to make their way into real products in the datacenter. It doesn’t hurt that high-bandwidth and low-latency interconnects are a necessity for GenAI platforms and that the world is willing …
Over the next few years, Big Blue may not build the biggest AI business in the world by any stretch of the imagination, but we do have confidence that it will build a collection of AI products and services that are among the most profitable. And the company has not …
It has taken eight years and $303 million in seed and three rounds of venture funding, but NextSilicon is today delivering several incarnations of its 64-bit dataflow engine, called Maverick-2, which was revealed this time last year when the company dropped out of stealth mode. The company is also unveiling …
One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. Famously, Nvidia co-founder and chief executive officer used these Pareto frontier curves in …
Japanese tech conglomerate SoftBank announced a $6.5 billion acquisition of Arm server CPU upstart Ampere Computing back in March, and that deal has not yet closed. And that means business has to continue as usual – well, as close to usual as possible – until the dominant shareholders of Ampere …
If Broadcom says that co-packaged optics is ready for prime time and can compete with other ways of linking switch ASICs to fiber optic cables, then it is very unlikely that Broadcom is wrong. The company that is the modern Broadcom has a long and deep – and acquired – …
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In the basement of Connecticut’s Beneski Museum of Natural History sit the fossilized footprints of a small, chicken-sized dinosaur. Each track is more than a preserved impression; it’s a data record, holding clues to how the animal once moved. Unlocking that information, however, requires a tool that never existed in …
The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. But the company is not talking specifically about by how much and if the long-range picture out through 2029 has changed all that much. As Europe …
For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined account for more than 60 percent of global cloud infrastructure services market. That said, it’s a market that …
It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. We also expect for Oracle’s AI infrastructure deployments on its cloud to reflect the overall market …
“Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases. Companies want to build platforms because they generate profits, and companies want to buy platforms because integration is a given and therefore deployment is easier and faster as new functions are added. …
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. The company needs dozens and dozens of gigawatts of compute capacity to pursue its AI superintelligence dreams – perhaps more – and that means …
Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own enterprise-grade family of models and its server and research divisions have plenty of experience building accelerators and supercomputers. The company also has well over 100,000 …
Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy enough or fast enough to take on the job of scaling AI training workloads across multiple datacenters. And so Nvidia, Broadcom, and now Cisco Systems have created a …
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. It is quite another thing when public companies start putting stakes in the ground because they face consequences if their auguries turn out to be …
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