AI
A Deep Dive Into Datacenter And Server Spending Forecasts
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …
GenAI
AI
A Second Opinion On Future GenAI Spending
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. …
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. …
Compute
The Gigabucks Going Into Datacenter Gigawatts
The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons. …
Compute
IBM Takes The Patient Path To Future GenAI Profits
While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to train them as well as to put them into production for practical use through an API interface, perhaps IBM is one of the best leading indicators for how GenAI will slowly be adopted by the enterprises of the world within their own organizations. …
AI
Nvidia Datacenter Revenues Still Booming, “Blackwell” Platforms On Track
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
AI
You Are Paying The Clouds To Build Better AI Than They Will Rent You
Think of it as the ultimate offload model.
One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free. …
Compute
IBM’s Red Hat Acquisition Will Pay For Itself By Early Next Year
Big Blue has reported its financial results for the third quarter of 2024, and the thing that stands out most is not the System z16 mainframes and Power10 midrange and big iron are getting a little long in the tooth ahead of new product cycles expected to start in 2025. …
Compute
Datacenter Infrastructure Spending Is Up, And Forecasts Are Even Higher
The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …
Compute
Profiting From The GenAI Boom Is Tough Even If It Democratizes
Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …