
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. …
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. …
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. …
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. …
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. …
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. …
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. …
Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …
When you are International Business Machines and you do corporate IT deals in 185 countries around the world, political and economic uncertainty is always a problem. …
The vibe around generative AI is still one of a land rush since OpenAI unleased ChatGPT into the public sphere in late November 2022, with investors dishing out millions of dollars, vendors big and small pumping out products and services, and organizations trying to integrate them into their back-office and user-facing operations. …
Ever since the launch of the “Antares” MI300X and MI300A compute engines by AMD back in early December, we have been mulling over the spending forecasts for AI spending in general and for infrastructure and accelerators more specifically. …
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