If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …
Training AI models is expensive, and the world can tolerate that to a certain extent so long as the cost inference for these increasingly complex transformer models can be driven down. …
A scant three months ago, when Meta Platforms released the Llama 3 AI model in 8B and 70B versions, which correspond to the billions of parameters they can span, we asked the question we ask of every open source tool or platform since the dawn of Linux: Who’s going to profit from it and how are they going to do it? …
A pattern seems to be emerging across the original equipment manufacturers, or OEMs, who have been largely waiting on the sidelines to get into the generative AI riches story. …
The generative AI revolution is making strange bedfellows, as revolutions and emerging monopolies that capitalize on them often do. …
Aside from all of the buzz that optics get in datacenter networking, copper is still king of the short haul. …
Several years ago, Subaru set a goal to stop fatal accidents involving its cars in 2030 and is leaning heavily on AI to reach the target. …
Generative AI and the various capacity and latency needs it has for compute and storage is muscling out almost every other topic when conversations turn to HPC and enterprise. …
It is not a coincidence that the companies that got the most “Hopper” H100 allocations from Nvidia in 2023 were also the hyperscalers and cloud builders, who in many cases wear both hats and who are as interested in renting out their GPU capacity for others to build AI models as they are in innovating in the development of large language models. …
How many cores is enough for server CPUs? All that we can get, and then some. …
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