The companies under the control of Elon Musk – SpaceX, Tesla, xAI, and X (formerly known as Twitter) – all need a hell of a lot of GPUs, and all for their own specific AI or HPC projects. …
There is a seemingly endless list of problems to be solved and issues to be addressed in vendors’ steady march toward quantum computing. …
Back in 2012, when AMD was in the process of backing out of the datacenter CPU business and did not really have its datacenter GPU act together at all, the US Department of Energy exhibited the enlightened self-interest that is a strong foundation of both economics and politics and took a chance and invested in AMD to do research in memory technologies and hybrid CPU-GPU computing at exascale. …
You can build a software ecosystem if you have time. But sometimes, you want to speed things up, and then you have to pay to build that ecosystem out. …
It has been an invaluable asset for AMD as it re-engaged in the datacenter in the past decade to have Forrest Norrod as the general manager of its datacenter business. …
This week is another major conference for a server OEM, and that must mean it is another time for an OEM to announce its tight partnership with AI compute engine juggernaut Nvidia. …
Computex, the annual conference in Taiwan to showcase the island nation’s vast technology business, has been transformed into what amounts to a half-time show for the datacenter IT year. …
There are many things that are unique about Nvidia at this point in the history of computing, networking, and graphics. …
For most of the generative AI revolution thus far, the big original equipment manufacturers, or OEMs, have been sidelined as Nvidia and now AMD have done direct allocations of their GPU compute engines to hyperscalers, cloud builders, and other lighthouse customers. …
For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …
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