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Compute

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

June 2, 2025 Timothy Prickett Morgan Comments Off on Marvell Is Saved By The AI Boom, But Every Deal Is Tough

Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …

Compute

Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region

April 1, 2024 Timothy Prickett Morgan 9

The first thing to note about the rumored “Stargate” system that Microsoft is planning to build to support the computational needs of its large language model partner, OpenAI, is that the people doing the talking – reportedly OpenAI chief executive officer Sam Altman – are talking about a datacenter, not a supercomputer. …

Compute

Microsoft Holds Chip Makers’ Feet To The Fire With Homegrown CPU And AI Chips

November 15, 2023 Timothy Prickett Morgan 14

After many years of rumors, Microsoft has finally confirmed that it is following rivals Amazon Web Services and Google into the design of custom processors and accelerators for their clouds. …

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