Compute
The Interplay Of GDP, Inflation, And IT Spending
Data changes behavior and behavior changes data. It is a phenomenon that is akin to the Observer Effect in physics in that you can’t observe something without changing its behavior. …
Datacenter
Compute
AMD Feels The Server Recession, Too, But Growth Is Looming Large
With a server recession underway and its latest Epyc CPUs and Instinct GPU accelerators still ramping, this was a predictably soft, but still not terrible in the scheme of things, quarter for AMD. …
Compute
Bookkeeping Helps Intel Recover From Server Recession A Little
Accounting is something of an art, and companies always save some accounting tricks – perfectly legitimate items that meet the discerning eye of financial standards – to goose their numbers when they really need it. …
Connect
Ethernet Switching Still Booming As Routing Soldiers On
If the datacenter is the computer – and it certainly is for hundreds of companies comprising somewhere well north of half of server sales worldwide – then the Ethernet fabric, consisting of switches and routers, is the backplane of that computer. …
Cloud
More Power – And Cooling – To You
Just below the massive hyperscalers and cloud builders there is another set of dozens of datacenter operators who provide cloud and co-location services on a multinational basis to enterprises, governments, and academic institutions. …
AI
Nvidia Hints At Upcoming AI-Focused Spectrum-4 Ethernet
It is no surprise at all that Nvidia’s datacenter business is making money hang over fist right now as generative AI makes machine learning a household word and is giving us something akin to a Dot Com Boom in the glass houses of the world. …
AI
The Silicon Valley Co-Los Know What’s Really Going On With AI
If you want to get a sense of what companies are really doing with AI infrastructure, and the issues of processing and network capacity, power, and cooling that they are facing, what you need to do is talk to some co-location datacenter providers. …
Compute
Energy Efficiency Pays Its Way In The Datacenter
SPONSORED POST Over the past decade, the heat generated by server CPUs has increased by 3.5X and now is pushing 500 watts. …
Cloud
Cloud Spending Curtailed, On Premises Spending Heading Into Recession
The central bankers of the world want to curb inflation by putting a serious crimp in demand, and it looks like they may get what they want – sort of – in 2023 when it comes to datacenter infrastructure. …
Compute
Datacenter System Makers Leary But Not Weary
The central banks of the world, led by the European Central Bank and the US Federal Reserve, want to curb inflation and they are willing to cause a small recession or at least get very close to one to shock us all into controlling the acquisitive habits we developed during the lockdowns of the early years of the coronavirus pandemic. …