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. …
Customers of Hewlett Packard Enterprise have one foot on the gas and one foot on the brakes at the same time that the company is transitioning from selling gear outright to customers to selling them subscriptions that spread the cost – and therefore HPE’s recognized revenues – out over time. …
For those of us who like hardware and were hoping for a big reveal about the TPUv5e AI processor and surrounding system, interconnect, and software stack at the Hot Chips 2023 conference this week, the opening keynote by Jeff Dean and Amin Vahdat, the two most important techies at Google, was a bit of a disappointment. …
As we are fond of pointing out, when it comes to high performance, low latency InfiniBand-style networks, Nvidia is not the only choice in town and has not been since the advent of InfiniBand interconnects back in the late 1990s. …
Unless you were born sometime during World War II, you have never seen anything like this before from a computing system manufacturer. …
ADVERTORIAL: According to the 2023 Dataiku-sponsored IDC InfoBrief — Create More Business Value From Your Organizational Data — “Although [AI] adoption is rapidly expanding, project failure rates remain high. …
Not everybody can afford an Nvidia DGX AI server loaded up with the latest “Hopper” H100 GPU accelerators or even one of its many clones available from the OEMs and ODMs of the world. …
For the last two quarters at least, the generic infrastructure server market – the one running databases, application servers, various web layers, and print and file serving workloads the world over – has been in a recession. …
Given the exorbitant demand for compute and networking for running Ai workloads and the dominance of Taiwan Semiconductor Manufacturing Co in making the compute engine chips and providing the complex packaging for them, you would think that the world’s largest foundry would be making money hands over fist in the second quarter. …
Here we go again. Some big hyperscalers and cloud builders and their ASIC and switch suppliers are unhappy about Ethernet, and rather than wait for the IEEE to address issues, they are taking matters in their own hands to create what will ultimately become an IEEE standard that moves Ethernet forward in a direction and speed of their choosing. …
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