AI
Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets
Given two endpoints and a compound annual growth rate between those two points over a specific amount of time is not as useful as it seems. …
accelerator
AI
Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments
There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …
Compute
Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
AI
The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back
Every time Lisa Su, chief executive officer at AMD, announces a new Instinct GPU accelerator, the addressable market for AI acceleration in the datacenter seems to expand. …
Compute
Ampere Arm Server CPUs To Get 512 Cores, AI Accelerator
With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …
HPC
Top500 Supers: This Is Peak Nvidia For Accelerated Supercomputers
If high bandwidth memory was widely available and we had cheap and reliable fusion power, there never would have been a move to use GPU and other compute engines as vector and matrix math offload engines. …
Compute
TSMC Will Have An AI Business Bigger Than All Of Intel Foundry
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
Compute
The Tidal Wave Of Rising GPU TAM Raises All Boats
The world has gone nuts for generative AI, and it is going to get a whole lot crazier. …
Compute
Nvidia Pushes Hopper HBM Memory, And That Lifts GPU Performance
For very sound technical and economic reasons, processors of all kinds have been overprovisioned on compute and underprovisioned on memory bandwidth – and sometimes memory capacity depending on the device and depending on the workload – for decades. …
Compute
OpenAI To Join The Custom AI Chip Club?
It would be hard to find something that is growing faster than the Nvidia datacenter business, but there is one contender: OpenAI. …