AI
Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …
Blackwell
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
Dell Sets Up For A Killer Spike In AI Server Sales
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
“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
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. …
Compute
Dell Tackles AI Infrastructure With Disaggregated Servers And Storage
It is funny how companies can find money – lots of money – when they think IT infrastructure spending can save them money, make them money, or do both at the same time. …
Compute
Nvidia Draws GPU System Roadmap Out To 2028
High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to key customers who are interested in buying a platform, not just a point product to solve a problem today. …
AI
GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits
Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. …
AI
Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History
With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …
AI
Fat Server Spending Props Up Slowing AI Servers At Dell
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building those machines and making money is easy. …