Perhaps the most interesting conversation that has happened so far in the White House in 2025, at least from the point of view of the IT sector, is when Nvidia co-founder and chief executive officer, Jensen Huang, put on his Sunday best suit and visited President Donald Trump to presumably talk about technology, AI, trade, and war on July 10. …
This week, Amazon Web Services announced the availability of its first UltraServer pre-configured supercomputers based on Nvidia’s “Grace” CG100 CPUs and its “Blackwell” B200 GPUs in what is called a GB200 NVL72 shared GPU memory configuration. …
The European Union cannot practically declare its independence from Nvidia GPUs any more than any other nation can at this point. …
To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes get overstuffed with. …
Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. …
Partner Content: IT environments today have a passing resemblance to those from 15 or 20 years ago, when enterprise workloads mostly ran on industry standard servers connected through networks and into storage systems that were all contained within the four walls of a datacenter, where performance as the name of the game and was protected by a perimeter of security designed to keep the bad guys out. …
As far as we can tell, the export controls on crippled GPU compute engines announced by the US Department of Commerce back in April have had a disproportionately hard impact on AMD compared to Nvidia, as far as we can tell. …
The HPC centers of the world like fast networks and compute, but they are also always working under budget constraints unlike their AI peers out there in the enterprise, where money seems to be unlimited to what sometimes looks like an irrationally exuberant extent. …
High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to key customers who are interested in buying a platform, not just a point product to solve a problem today. …
Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. …
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