AI
The Future Is The One We Generate
If you want to be at the top of the food chain on Earth, as human beings have ascended to after millions of years of evolution, there are a bunch of things that you need to be able to do. …
Jensen Huang
AI
Anthropic And OpenAI Show Why Musk Should Build A Cloud
If Amazon is going to make you pay for the custom AI advantage that it wants to build over rivals Google and Microsoft, then it needs to have the best models possible running on its homegrown accelerators. …
AI
How Convenient: Every Country Needs AI Sovereignty
If you want to sell a lot of hardware to support AI workloads, then the best way to do that is to convince every country on Earth that AI is so important that they must have a lot of it within their borders. …
Compute
Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal Q4
Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
AI
For Meta Platforms, An Open AI Policy Is The Best Policy
For Mark Zuckerberg, the decision by Meta Platforms – and way back when it was still known as Facebook – to open much of its technology – including server and storage designs, datacenter designs, and most recently its Llama AI large language models – came about because the company often found itself trailing competitors when it came to deploying advanced technologies. …
AI
Nvidia: There’s A New Kid In Datacenter Town
Unless you were born sometime during World War II, you have never seen anything like this before from a computing system manufacturer. …
AI
Nvidia Gooses Grace-Hopper GPU Memory, Gangs Them Up For LLM
If large language models are the foundation of a new programming model, as Nvidia and many others believe it is, then the hybrid CPU-GPU compute engine is the new general purpose computing platform. …
AI
Nvidia Declares That It Is A Full-Stack Platform
In a decade and a half, Nvidia has come a long way from its early days as a provider of graphics chips for personal computers and other consumer devices. …
Compute
Nvidia Plus Mellanox: Talking Datacenter Architecture With Jensen Huang
The deal for Nvidia to acquire Mellanox, which was announced last March for $6.9 billion, has finally passed muster with all of the regulatory bodies of the world and closed today. …