Compute
AWS Graviton5 Strikes A Different Balance For Server CPUs
Updated: We have obtained new information in the wake of publishing our story. …
AWS
Compute
With Trainium4, AWS Will Crank Up Everything But The Clocks
The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have been designed explicitly for both training and inference and which present a credible alternative to Nvidia’s “Blackwell” B200 and B300 GPUs as well as Google’s “Trillium” TPU v6e and “Ironwood” TPU v7p accelerators. …
Cloud
AWS “Bullish” On Homegrown Trainium AI Accelerators
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the hyperscalers, the cloud builders, and now the biggest model builders – need to bend the price/performance curve to boost their own profits. …
AI
Field Of GPUs
“If you build it, they will come,” as we all learned from watching Field of Dreams two and a half decades ago. …
Compute
Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence
There is no question that one of the smartest things that chip designer, packager, and manufacturing process manager Marvell Technology did was to shell out $650 million in May 2019 to buy Avera Semiconductor. …
Cloud
It Is Very Hard To Catch AWS On The Clouds
Years before Amazon Web Services launched in March 2006, there were a slew of grid computing startups and incumbent system makers – and a few of them with deep supercomputing experience – that were hawking remotely accessible, utility-style computing on demand. …
AI
AI Embiggens The Big Clouds, Especially Microsoft
Building a successful cloud and growing it quarter after quarter, year after year, with first mover status or without it, is not an easy task. …
Cloud
Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums
This week, Amazon Web Services announced the availability of its first UltraServer pre-configured supercomputers based on Nvidia’s “Grace” CG100 CPUs and its “Blackwell” B200 GPUs in what is called a GB200 NVL72 shared GPU memory configuration. …
Compute
AWS Plunks Down $10 Billion For Datacenters In North Carolina
When you drive around the major metropolitan areas of this great country of ours, and indeed in any most of the developed countries at this point, you see two things. …
Compute
Marvell Is Saved By The AI Boom, But Every Deal Is Tough
Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …