For the past two years now, we have been picking apart the semi-annual rankings of supercomputers known as the Top500 is a different way, focusing on the new machines that come into each list in either June or November. …
There is a vicious cycle that comes from screwing up, but there is also a virtuous cycle that comes from digging yourself out of the hole and not only not screwing up anymore, but catching up to and then leapfrogging the competition through good engineering, hard work, and a little luck. …
If all goes according to the high end of plan, then AMD should kiss $10 billion in revenues in the fourth quarter of this year, and if it was low-balling that number a little, then it should break through $10 billion and put the wrap on a $34.3 billion year that was its best year ever and its most profitable one in terms of absolute dollars and one of its better ones for net income as a share of revenue. …
In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be planning with Microsoft. …
What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide compute for the world’s burgeoning AI inference workload, do for an encore? …
Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. …
UPDATED: Watching Nvidia grow over the past two decades, from a gaming and visualization GPU supplier to the behemoth of the modern AI datacenter, has been nothing short of amazing. …
Every OEM in the world has two choices.
Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. …
As we talked about a decade ago in the wake of launching The Next Platform, quantum computers – at least the fault tolerant ones being built by IBM, Google, Rigetti, and a few others – need a massive amount of traditional Von Neumann compute to help maintain their state, assist with qubit error correction, and assist with their computations. …
Being in the high performance computing business, as AMD most definitely is, has its ups and downs. …
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