There was a time – and it doesn’t seem like that long ago – that the datacenter chip market was a big-money but relatively simple landscape, with CPUs from Intel and AMD and Arm looking to muscle its way in and GPUs mostly from Nvidia with some from AMD and Intel looking to muscle its way in. …
If Microsoft has the half of OpenAI that didn’t leave, then Amazon and its Amazon Web Services cloud division needs the half of OpenAI that did leave – meaning Anthropic. …
Amazon Web Services may not be the first of the hyperscalers and cloud builders to create its own custom compute engines, but it has been hot on the heels of Google, which started using its homegrown TPU accelerators for AI workloads in 2015. …
For the last two quarters at least, the generic infrastructure server market – the one running databases, application servers, various web layers, and print and file serving workloads the world over – has been in a recession. …
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