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HPC

TACC’s “Horizon” Supercomputer Sets The Pace For Academic Science

November 25, 2025 Timothy Prickett Morgan 0

Updated: As we expected, the “Vista” supercomputer that the Texas Advanced Computing Center installed last year as a bridge between the current “Stampede-3” and “Frontera” production system and its future “Horizon” system coming next year was indeed a precursor of the architecture that TACC would choose for the Horizon machine. …

AI

If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing

November 21, 2025 Timothy Prickett Morgan 0

Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? …

AI

As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue

October 29, 2025 Jeffrey Burt 2

Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed in his standard black leather jacket over a black T-shirt, with black pants and black sneakers, but the messages he delivered during his keynote was decidedly red, white, and blue. …

AI

How Qualcomm Can Compete With Nvidia For Datacenter AI Inference

October 28, 2025 Timothy Prickett Morgan 2

Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …

AI

Software Pushes The AI Pareto Frontier More Than Hardware

October 21, 2025 Timothy Prickett Morgan 1

One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …

AI

Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip

August 27, 2025 Timothy Prickett Morgan 4

The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …

Cloud

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

July 10, 2025 Timothy Prickett Morgan 8

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

Dell Sets Up For A Killer Spike In AI Server Sales

May 30, 2025 Timothy Prickett Morgan 1

Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. …

Compute

Nvidia Does Not Need China, But It Craves It And That Is Risky

May 28, 2025 Timothy Prickett Morgan 6

“No.”

That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. …

Compute

Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026

May 8, 2025 Timothy Prickett Morgan 5

Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. …

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