Cloud
Google Cloud Revenues And Profits Flattening Out
Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. …
AI
Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers
As part of the pre-briefings ahead of the Google Cloud Next 2025 conference last week and then during the keynote address, the top brass at Google kept comparing a pod of “Ironwood” TPU v7p systems to the “El Capitan” supercomputer at Lawrence Livermore National Laboratory. …
Compute
Google Woos HPC Centers With Fast CPUs And Networks
The HPC centers of the world like fast networks and compute, but they are also always working under budget constraints unlike their AI peers out there in the enterprise, where money seems to be unlimited to what sometimes looks like an irrationally exuberant extent. …
Compute
With “Ironwood” TPU, Google Pushes The AI Accelerator To The Floor
If you want to be a leading in supplying AI models and AI applications, as well as AI infrastructure to run it, to the world, it is also helpful to have a business that needs a lot of AI that can underwrite the development of homegrown infrastructure that can be sold side-by-side with the standard in the industry. …
AI
Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding
Rather than measure the funding rounds and valuations of AI startups building foundation models in US dollars, perhaps we should just convert that right into GPU-hours rented to train models, since this accounts for the vast majority of spending that OpenAI, Anthropic, and a handful of others do in their day to day operations. …
Compute
AWS Cat Qubits Make Quantum Error Correction Effective, Affordable
In a scene from the movie Gladiator, Roman emperor Marcus Aurelius, worried about the fragility of his empire, tells his general, Maximus: “There was once a dream that was Rome. …
Cloud
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …
Compute
The Road Ahead For Datacenter Compute Engines: The CPUs
Updated with just-announced Intel roadmap changes.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
AI
How Long Before Broadcom Makes More AI Compute Engines Than Nvidia?
Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …
Compute
Google Claims Quantum Error Correction Milestone With “Willow” Chip
There is no shortage of top-name – and even lesser known – companies pursuing the white whale of developing a quantum computer that can run workloads and solve problems that today’s most powerful classical computers simply can’t. …