Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
We were away on vacation at a lakeside beach in northern Michigan when we caught the news that the UK government was pulling the plug on a plan for an exascale supercomputer to be installed at the EPCC at the University of Edinburgh. …
Each time that the United States has figured out that it needed to do export controls on massively parallel compute engines to try to discourage China from buying such gear and building supercomputers with them, it has already been too late to have much of a long term effect on China’s ability to run the advanced HPC simulations and AI training workloads that we were worried would be enabled by such computing oomph. …
As expected, AMD has once again raised its forecast for sales of its Instinct MI300 series GPUs, and as it has broken through $1 billion in revenues for its “Antares” line of compute engines in the second quarter, it is now expecting to surpass $4.5 billion in sales of these devices for all of 2024. …
The companies under the control of Elon Musk – SpaceX, Tesla, xAI, and X (formerly known as Twitter) – all need a hell of a lot of GPUs, and all for their own specific AI or HPC projects. …
There is a seemingly endless list of problems to be solved and issues to be addressed in vendors’ steady march toward quantum computing. …
Back in 2012, when AMD was in the process of backing out of the datacenter CPU business and did not really have its datacenter GPU act together at all, the US Department of Energy exhibited the enlightened self-interest that is a strong foundation of both economics and politics and took a chance and invested in AMD to do research in memory technologies and hybrid CPU-GPU computing at exascale. …
This week is another major conference for a server OEM, and that must mean it is another time for an OEM to announce its tight partnership with AI compute engine juggernaut Nvidia. …
Computex, the annual conference in Taiwan to showcase the island nation’s vast technology business, has been transformed into what amounts to a half-time show for the datacenter IT year. …
There are many things that are unique about Nvidia at this point in the history of computing, networking, and graphics. …
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