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  • [ February 5, 2026 ] With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear Cloud
  • [ February 4, 2026 ] AMD Finally Makes More Money On GPUs Than CPUs In A Quarter Compute
  • [ February 4, 2026 ] Dassault And Nvidia Bring Industrial World Models To Physical AI HPC
  • [ February 3, 2026 ] TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon HPC
  • [ February 3, 2026 ] Robotics Will Break AI infrastructure: Here’s What Comes Next AI
  • [ February 2, 2026 ] Oracle’s Financing Primes The OpenAI Pump Compute
  • [ January 30, 2026 ] Gartner Takes Another Stab At Forecasting AI Spending AI
  • [ January 29, 2026 ] Microsoft Is More Dependent On OpenAI Than The Converse Cloud
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Compute

With HPC Humming Along, HPE Awaits Its AI Boom

November 29, 2023 Timothy Prickett Morgan 4

The ProLiant server business is down in the dumps, and the storage business is in a slump. …

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. …

HPC

Trying To Do More Real HPC In An Increasingly AI World

November 20, 2023 Timothy Prickett Morgan 3

If you are in the traditional HPC community, it is not hard to be of two minds about the rise of AI and the mainstreaming of generative AI. …

AI

Pushing The Limits Of HPC And AI Is Becoming A Sustainability Headache

November 17, 2023 Tobias Mann 6

As Moore’s law continues to slow, delivering more powerful HPC and AI clusters means building larger, more power hungry facilities. …

Compute

Nvidia Pushes Hopper HBM Memory, And That Lifts GPU Performance

November 13, 2023 Timothy Prickett Morgan 3

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. …

AI

Big Blue Can Still Catch The AI Wave If It Hurries

November 6, 2023 Timothy Prickett Morgan 5

It has been two and a half decades since we have seen a rapidly expanding universe of a new kind of compute that rivals the current generative AI boom. …

Connect

Where Cloud And AI Titans Rule The Network

November 1, 2023 Timothy Prickett Morgan 3

As 2023 has progressed, the revenue growth projections at Arista Networks have inched up as its supply chain issues are getting resolved. …

AI

AMD’s Instinct GPU Business Is Coiled To Spring

November 1, 2023 Timothy Prickett Morgan 17

Timing is a funny thing. The summer of 2006 when AMD bought GPU maker ATI Technologies for $5.6 billion and took on both Intel in CPUs and Nvidia in GPUs was the same summer when researchers first started figuring out how to offload single-precision floating point math operations from CPUs to Nvidia GPUs to try to accelerate HPC simulation and modeling workloads. …

Cloud

Amazon Gears Up To Profit Mightily From The Generative AI Boom

October 31, 2023 Timothy Prickett Morgan Comments Off on Amazon Gears Up To Profit Mightily From The Generative AI Boom

Because they are in the front of the line for acquiring Nvidia datacenter GPUs, the hyperscalers and cloud builders are going to be the ones who benefit mightily from shortages of matrix math engines that can train AI models and run inference against them. …

Compute

TSMC Makes The Best Of A Tough Chip Situation

October 25, 2023 Timothy Prickett Morgan 2

If you had to sum up the second half of 2022 and the first half of 2023 from the perspective of the semiconductor industry, it would be that we made too many CPUs for PCs, smartphones, and servers and we didn’t make enough GPUs for the datacenter. …

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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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