Back in 2012, when AMD was in the process of backing out of the datacenter CPU business and did not really have its datacenter GPU act together at all, the US Department of Energy exhibited the enlightened self-interest that is a strong foundation of both economics and politics and took a chance and invested in AMD to do research in memory technologies and hybrid CPU-GPU computing at exascale. …
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. …
After its acquisitions of ATI in 2006 and the maturation of its discrete GPUs with the Instinct line from the past few years and the acquisitions of Xilinx and Pensando here in 2022, AMD is not just a second source of X86 processors. …
Exascale computing, which has been long talked about, is now – if everything remains on track – only a few years away. …
It is convenient, perhaps, that large scale computing evolved just about the time the easiest and biggest strikes for oil and natural gas were over. …
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