To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes get overstuffed with. …
Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early. …
Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises. …
Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. …
“No.”
That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. …
If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …
Here is a question for you. What is harder to get right now: 1,665 of Nvidia’s “Blackwell” B200 GPU compute engines or 10 megawatts of power for a four year contract in the Northeast region of the United States? …
As far as we can tell, the export controls on crippled GPU compute engines announced by the US Department of Commerce back in April have had a disproportionately hard impact on AMD compared to Nvidia, as far as we can tell. …
Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. …
Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. …
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