Profiting From The GenAI Boom Is Tough Even If It Democratizes
Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …
Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …
We were away on vacation at a lakeside beach in northern Michigan when we caught the news that the UK government was pulling the plug on a plan for an exascale supercomputer to be installed at the EPCC at the University of Edinburgh. …
The National Institute of Advanced Industrial Science and Technology (AIST) in Japan is going to be installing the third generation of its AI Bridging Cloud Infrastructure 3.0 supercomputer. …
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. …
Hewlett Packard Enterprise has always been more interested in providing a choice of compute engines compared to Dell, which was the underdog in servers for a long time. …
Generative AI and the various capacity and latency needs it has for compute and storage is muscling out almost every other topic when conversations turn to HPC and enterprise. …
Today is the ribbon-cutting ceremony for the “Venado” supercomputer, which was hinted at back in April 2021 when Nvidia announced its plans for its first datacenter-class Arm server CPU and which was talked about in some detail – but not really enough to suit our taste for speeds and feeds – back in May 2022 by the folks at Los Alamos National Laboratory where Venado is situated. …
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
It is beginning to look like the Dell Technologies and Hewlett Packard Enterprose, the world’s two biggest original equipment manufacturers, are finally going to start benefitting from the generative AI wave, mainly because they are finally getting enough allocations of GPUs from Nvidia and AMD that they can start addressing the needs of customers who don’t happen to be among the hyperscalers and largest cloud builders. …
It looks like Hewlett Packard Enterprise might be having a datacenter networking revival. …
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