When we try to predict the weather, we use ensembles of the initial conditions on the ground, in the oceans, and throughout the air to create a kind of probabilistic average forecast and then we take ensembles of models, which often have very different answers for extreme weather conditions like hurricanes and typhoons, to get a better sense of what might happen wherever and whenever we are concerned. …
Both the global economy and spending on information technology are so vast that it is hard to really grasp the numbers sometimes. …
One of the biggest questions that enterprises, governments, academic institutions, and HPC centers the world over are going to have to answer very soon – if they have not made the decision already – is if they are going to train their own AI models and the inference software stacks that make them useful or just buy them from third parties and get to work integrating AI with their applications a lot faster. …
Given two endpoints and a compound annual growth rate between those two points over a specific amount of time is not as useful as it seems. …
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
Two weeks ago, before we began our nightmare travels to get to the 2025 edition of Nvidia’s GPU Technology Conference in San Jose, we put together an analysis of the AI server and storage spending forecasts put out by the good folks at IDC. …
Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
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