If you want to sell a lot of hardware to support AI workloads, then the best way to do that is to convince every country on Earth that AI is so important that they must have a lot of it within their borders. …
Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. …
COMMISSIONED In the fast-paced world of AI, GPUs are often hailed as the quiet powerhouse driving innovation. …
To AI or to not AI, that is not even a question in 2024. …
According to rumors, Nvidia is not expected to deliver optical interconnects for its GPU memory-lashing NVLink protocol until the “Rubin Ultra” GPU compute engine in 2027. …
All trends with AI point up and to the right, and usually pretty sharply. …
Back in the day, when the AI revolution was young, Nvidia co-founder and chief executive officer used to make the rounds with each new generation of datacenter GPUs and provide the first DGX systems based on any particular GPU to marquee customers. …
Neither scientific progress nor the budgetary process can wait for compute engine and interconnect roadmaps. …
The major cloud builders and their hyperscaler brethren – in many cases, one company acts like both a cloud and a hyperscaler – have made their technology choices when it comes to deploying AI training platforms. …
When you are designing applications that run across the scale of an entire datacenter and that are comprised of hundreds to thousands of microservices running on countless individual servers and that have to be called within a matter of microseconds to give the illusion of a monolithic application, building fully connected, high bi-section bandwidth Clos networks is a must. …
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