AI
If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing
Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? …
Hopper
AI
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed in his standard black leather jacket over a black T-shirt, with black pants and black sneakers, but the messages he delivered during his keynote was decidedly red, white, and blue. …
AI
How Qualcomm Can Compete With Nvidia For Datacenter AI Inference
Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …
AI
Software Pushes The AI Pareto Frontier More Than Hardware
One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …
AI
Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …
AI
Brazil Lays The Hardware Foundation For Its AI Ambitions
Every major economy that is not the United States or China, which has a disproportionate share of HPC national labs as well as hyperscaler and cloud builder tech titans, wants AI sovereignty a whole lot more than they ever worried about HPC simulation and modeling. …
Compute
Dell Sets Up For A Killer Spike In AI Server Sales
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. …
Compute
Nvidia Does Not Need China, But It Craves It And That Is Risky
“No.”
That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. …
Compute
Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026
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. …
AI
The Separate But Equal AI Realms Of China And The US
China has lots of coal but it does not have a lot of GPUs or other kinds of tensor and vector math accelerators appropriate for HPC and AI. …