Tag: gpu

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Some More Game Theory, This Time On The AMD-Meta Platforms Deal

AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026

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Taalas Etches AI Models Onto Transistors To Rocket Boost Inference

Some Game Theory On That Nvidia-Meta Platforms Partnership

Only A Few AI Platforms Can Survive

Datacenter Spending Forecast Revised Upwards – Yet Again

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With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear

AMD Finally Makes More Money On GPUs Than CPUs In A Quarter

Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch

TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers

By Decade’s End, AI Will Drive More Than Half Of All Chip Sales

TACC’s “Horizon” Supercomputer Sets The Pace For Academic Science

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HPC Is Not Just Riding The Coattails Of AI

Nvidia Brings Together Quantum And AI For HPC Centers

AMD Is Coiled To Hockey Stick In The AI Datacenter

More Upward Revisions On AI Infrastructure Spending

AWS “Bullish” On Homegrown Trainium AI Accelerators

Microsoft: Getting Margins From AI Means Sometimes Saying No

Google Spends More On Servers Than The Whole World Used To

As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue

How Qualcomm Can Compete With Nvidia For Datacenter AI Inference

NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine

TSMC Is Running Ahead Of Forecasts On AI Growth

Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks

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Dell Says It Can Finally Make Some Big Money On GenAI

Meta Buys Rivos To Accelerate Compute Engine Engineering

Micron Humming Along On All Memory Cylinders

Oracle Cloud Can Be As Big As AWS This Decade

Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck

HPE Systems Rebound As Juniper Brings A Further Boost

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Why Is Japan Still Investing In Custom Floating Point Accelerators?

With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz

Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip

IBM And AMD Tag Team On Hybrid Classical-Quantum Supercomputers

Nvidia Tapped To Accelerate RIKEN’s FugakuNext Supercomputer

AMD Rides The HPC Tiger In The Datacenter

How Long Before Half Of TSMC’s Sales Are Driven By AI?

Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums

Even AI Can’t Predict How Much Accelerated Iron The World Will Buy

AMD Plots Interception Course With Nvidia GPU And System Roadmaps

Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout

HPE Uses AI To Drive The Business, Which Is Increasingly AI

Dell Sets Up For A Killer Spike In AI Server Sales

Nvidia Does Not Need China, But It Craves It And That Is Risky

How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster?

Pushing AI System Cooling To The Limits Without Immersion

China Export Controls Whack AMD Datacenter GPU Business

Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026

“No Quick Fixes” As Intel Losses And Restructurings Continue

The Separate But Equal AI Realms Of China And The US

Google Woos HPC Centers With Fast CPUs And Networks

With “Ironwood” TPU, Google Pushes The AI Accelerator To The Floor

UALink Fires First GPU Interconnect Salvo At Nvidia NVSwitch

A Deep Dive Into Datacenter And Server Spending Forecasts

GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits

CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds

Sizing Up Compute Engines For HPC Work At 64-Bit Precision

Extended “Blackwell” GPU Ramp Cools Growth At Supermicro

Intel Datacenter Chief Departs To Run Nokia – Now What?

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments

Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware

AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records

Brad McCredie Is The Pedal To AMD’s Datacenter GPU Metal

HLRS Takes First Steps To Exascale

Nvidia Datacenter Revenues Still Booming, “Blackwell” Platforms On Track

We Can’t Get Enough HBM, Or Stack It Up High Enough

Intel Takes The Big Restructuring Hits As It Looks Ahead

AMD Will Need Another Decade To Try To Pass Nvidia

The Great Danes Get A Supercomputer For AI And Maybe HPC

The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back

AMD Gives Nvidia Some Serious Heat In GPU Compute

A GPU Upgrade For “Leonardo” Supercomputer But Not A Budget Upgrade