Compute
AMD Firing On All Compute Engine Cylinders
A few years ago, it was hard to imagine how AMD would have survived without re-entering the datacenter with its CPU and GPU compute engines. …
AI
Compute
Sweetened IT Spending Forecast Is Not Precisely A GenAI Boom
Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …
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. …
AI
Power Efficiency, Customization Will Drive Arm’s Role In AI
More than a decade ago, executives at Arm Ltd saw the energy costs in datacenters soaring and sensed an opportunity to extend the low-power architecture of its eponymous systems-on-a-chip that has dominated the mobile phone markets from the get-go and took over the embedded device market from PowerPC into enterprise servers. …
AI
With MTIA v2 Chip, Meta Can Do AI Inference, But Not Training
If you control your code base and you have only a handful of applications that run at massive scale – what some have called hyperscale – then you, too, can win the Chip Jackpot like Meta Platforms and a few dozen companies and governments in the world have. …
AI
Inside The Massive GPU Buildout At Meta Platforms
If you handle hundreds of trillions of AI model executions per day, and are going to change that by one or two orders of magnitude as GenAI goes mainstream, you are going to need GPUs. …
AI
The AI Wave Finally Starts Lifting Dell And HPE
It is beginning to look like the Dell Technologies and Hewlett Packard Enterprose, the world’s two biggest original equipment manufacturers, are finally going to start benefitting from the generative AI wave, mainly because they are finally getting enough allocations of GPUs from Nvidia and AMD that they can start addressing the needs of customers who don’t happen to be among the hyperscalers and largest cloud builders. …
Compute
The Once And Future FPGA Maker Altera
Back in 2015, when we were launching The Next Platform, a lot of stuff was going on all at the same time, which is part of the zeitgeist that we were tapping into and that we wanted to chronical upon and participate within. …
AI
Nvidia Will Be The Next IT Giant To Break $100 Billion In Sales
Here is a history question for you: How many IT suppliers who do a reasonable portion of their business in the commercial IT sector – and a lot of that in the datacenter – have ever broken through the $100 billion barrier? …
AI
Talking AI Costs And Addressable Markets With SambaNova
The only way to accurately predict the future is to live it, but just the same, prognostication is one of the things that we humans love to do. …