Tag: aws

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Custom Compute Engine Biz Growing More Than Marvell Ever Hoped

March 6, 2026

CPU-Only Compute Still Matters To A Lot Of HPC Centers

February 23, 2026

Only A Few AI Platforms Can Survive

February 12, 2026

The Twin Engine Strategy That Propels AWS Is Working Well

February 8, 2026

AWS Graviton5 Strikes A Different Balance For Server CPUs

December 5, 2025

With Trainium4, AWS Will Crank Up Everything But The Clocks

December 3, 2025

AWS “Bullish” On Homegrown Trainium AI Accelerators

October 31, 2025

Field Of GPUs

September 15, 2025

Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence

September 3, 2025

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It Is Very Hard To Catch AWS On The Clouds

AI Embiggens The Big Clouds, Especially Microsoft

Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums

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AWS Plunks Down $10 Billion For Datacenters In North Carolina

June 5, 2025

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

June 2, 2025

Saudi Arabia Has The Wealth – And Desire – To Become An AI Player

May 14, 2025

Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI

May 2, 2025

Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers

April 17, 2025

Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding

March 4, 2025

AWS Cat Qubits Make Quantum Error Correction Effective, Affordable

February 27, 2025

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments

February 7, 2025

The Road Ahead For Datacenter Compute Engines: The CPUs

January 30, 2025

Marvell Pivots To AI Silicon, Looks Poised To Profit

December 4, 2024

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AWS Reaps The Benefits Of The Custom Silicon It Has Sown

December 4, 2024

Anthropic And OpenAI Show Why Musk Should Build A Cloud

November 25, 2024

You Are Paying The Clouds To Build Better AI Than They Will Rent You

November 5, 2024

AWS Boosts Memory Capacity On Graviton 4 Compute

September 19, 2024

The Irony Of AWS Being Intel’s Latest Savior

September 17, 2024

Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds

September 10, 2024

AWS Adds Managed Slurm To ParallelCluster Cloudy Supercomputers

September 9, 2024

The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds

August 12, 2024

AWS Pushes Bang For The Buck With Graviton 4 Instances

July 9, 2024

AI Accelerates Cloud Revenues As Well As Cloud Investments

May 6, 2024

How To Make More Money Renting A GPU Than Nvidia Makes Selling It

May 2, 2024

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AWS Hedges Its Bets With Nvidia GPUs And Homegrown AI Chips

April 12, 2024

Mixed Results For The Datacenter Thundering Thirteen In Q4

April 9, 2024

Amazon Gives Anthropic $2.75 Billion So It Can Spend It On AWS XPUs

March 28, 2024

Hyperscalers Bringing Nvidia’s Grace-Blackwell Superchip To Their Clouds

March 21, 2024

How Nvidia Blackwell Systems Attack 1 Trillion Parameter AI Models

March 20, 2024

Kubernetes Clusters Have Massive Overprovisioning Of Compute And Memory

March 4, 2024

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A Tale Of Three Cloud Builders, All Seeking Dominance

February 5, 2024

Datacenter Infrastructure Report Card, Q3 2023

December 18, 2023

How AWS Can Undercut Nvidia With Homegrown AI Compute Engines

December 4, 2023

AWS Adopts Arm V2 Cores For Expansive Graviton4 Server CPU

November 28, 2023