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If You Want To Sell AI To Enterprises, You Need To Sell Ethernet

December 1, 2023 Timothy Prickett Morgan 3

Server makers Dell, Hewlett Packard Enterprise, and Lenovo, who are the three largest original manufacturers of systems in the world, ranked in that order, are adding to the spectrum of interconnects they offer to their enterprise customers. …

Compute

AWS Taps Nvidia NVSwitch For Liquid Cooled, Rackscale GPU Nodes

November 28, 2023 Timothy Prickett Morgan 2

Since the advent of distributed computing, there has been a tension between the tight coherency of memory and its compute within a node – the base level of a unit of compute – and the looser coherency over the network across those nodes. …

AI

Groq Says It Can Deploy 1 Million AI Inference Chips In Two Years

November 27, 2023 Timothy Prickett Morgan 2

If you are looking for an alternative to Nvidia GPUs for AI inference – and who isn’t these days with generative AI being the hottest thing since a volcanic eruption – then you might want to give Groq a call. …

AI

What To Do When You Can’t Get Nvidia H100 GPUs

November 17, 2023 Timothy Prickett Morgan 2

In a world where allocations of “Hopper” H100 GPUs coming out of Nvidia’s factories are going out well into 2024, and the allocations for the impending “Antares” MI300X and MI300A GPUs are probably long since spoken for, anyone trying to build a GPU cluster to power a large language model for training or inference has to think outside of the box. …

Compute

The AI Boom Props Up Datacenter Infrastructure Spending

October 3, 2023 Timothy Prickett Morgan 3

If there is one thing that is absolutely immune from inflationary curbs and that is, to a certain degree, also contributing to inflationary pressures in the global economy, it is generative AI. …

Connect

Meta Platforms Is Determined To Make Ethernet Work For AI

September 26, 2023 Timothy Prickett Morgan 3

We said it from the beginning: There is no way that Meta Platforms, the originator of the Open Compute Project, wanted to buy a complete supercomputer system from Nvidia in order to advance its AI research and move newer large language models and recommendation engines into production. …

Connect

Enfabrica Nabs $125 Million To Ramp Networking Godbox

September 14, 2023 Timothy Prickett Morgan 6

For the past decade or so, we have been convinced by quite a large number of IT suppliers that security functions, network and storage virtualization functions, and even the server virtualization hypervisor for carving up compute itself should be offloaded from servers to intermediaries somewhat illogically called data processing units, or DPUs. …

Compute

Dell Making The Most Of Its GPU Allocations, Like Everyone Else

September 1, 2023 Timothy Prickett Morgan 0

In a world where Nvidia is allocating proportional shares of its GPU hotcakes to all of the OEMs and ODMs, companies like Dell, Hewlett Packard, Lenovo, and Supermicro get their shares and then they turn around and try to sell systems using them at the highest possible price. …

AI

Nvidia Gooses Grace-Hopper GPU Memory, Gangs Them Up For LLM

August 22, 2023 Timothy Prickett Morgan 12

If large language models are the foundation of a new programming model, as Nvidia and many others believe it is, then the hybrid CPU-GPU compute engine is the new general purpose computing platform. …

Compute

Supermicro Sets Its Sights On $20 Billion Business

August 16, 2023 Timothy Prickett Morgan 1

Only a few years ago, motherboard and system maker Supermicro set a target of breaking through $10 billion in sales, and thanks to the explosion in systems for training and inference for AI applications, it looks like the company is going to bust through that goal in its fiscal 2025 ending next June. …

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The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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