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. …
AWS
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. …
AI
Saudi Arabia Has The Wealth – And Desire – To Become An AI Player
The oil barons of the Middle East have been trying to diversify out of carbon fuels and into other parts of the global economy for decades, but artificial intelligence may be a game that only hyperscalers, cloud builders, and Middle East sovereign wealth funds can play at the highest levels and maybe, in the long run, only the latter can tilt the AI playing field to their advantage. …
Cloud
Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI
Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …
AI
Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers
As part of the pre-briefings ahead of the Google Cloud Next 2025 conference last week and then during the keynote address, the top brass at Google kept comparing a pod of “Ironwood” TPU v7p systems to the “El Capitan” supercomputer at Lawrence Livermore National Laboratory. …
AI
Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding
Rather than measure the funding rounds and valuations of AI startups building foundation models in US dollars, perhaps we should just convert that right into GPU-hours rented to train models, since this accounts for the vast majority of spending that OpenAI, Anthropic, and a handful of others do in their day to day operations. …
Compute
AWS Cat Qubits Make Quantum Error Correction Effective, Affordable
In a scene from the movie Gladiator, Roman emperor Marcus Aurelius, worried about the fragility of his empire, tells his general, Maximus: “There was once a dream that was Rome. …
AI
Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments
There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …
Compute
The Road Ahead For Datacenter Compute Engines: The CPUs
Updated with just-announced Intel roadmap changes.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
Compute
Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …