AI
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns
Meta Platforms is not happy just being the social network for the world anymore. …
Meta Platforms
Compute
Meta Buys Rivos To Accelerate Compute Engine Engineering
Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have manufactured its own CPU and XPU accelerator compute engines. …
AI
Get Your Money For Nothing, Chips Definitely Not For Free
What’s the difference between Meta Platforms and OpenAI? The big one – and perhaps the most important one in the long run – is that when Meta Platforms does a deal with neocloud CoreWeave, it actually has a revenue stream from its advertising on various Web properties that it can pump back into AI investments while OpenAI is still burning money much faster than it is making it. …
Compute
Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU
Broadcom turned in its financial results for its third quarter last night, and all of the tongues in the IT sector are wagging about how the chip maker and enterprise software giant has landed a fourth customer for its burgeoning custom XPU design and shepherding business. …
AI
With Its Llama API Service, Meta Platforms Finally Becomes A Cloud
A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that built the largest social network in the world and that has open sourced a ton of infrastructure software as well as datacenter, server, storage, and switch designs, walks the talk the best. …
AI
The Datacenter Is The Accelerator
There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …
AI
Cerebras Trains Llama Models To Leap Over GPUs
It was only a few months ago when waferscale compute pioneer Cerebras Systems was bragging that a handful of its WSE-3 engines lashed together could run circles around Nvidia GPU instances based on Nvidia’s “Hopper” H100 GPUs when running the open source Llama 3.1 foundation model created by Meta Platforms. …
AI
Meta Lets Its Largest Llama AI Model Loose Into The Open Field
A scant three months ago, when Meta Platforms released the Llama 3 AI model in 8B and 70B versions, which correspond to the billions of parameters they can span, we asked the question we ask of every open source tool or platform since the dawn of Linux: Who’s going to profit from it and how are they going to do it? …
Store
The Perfect AI Storage: Trino From Facebook And Iceberg From Netflix?
When it comes to solving data analytics problems at scale, it is tough to beat the hyperscalers. …
AI
With MTIA v2 Chip, Meta Can Do AI Inference, But Not Training
If you control your code base and you have only a handful of applications that run at massive scale – what some have called hyperscale – then you, too, can win the Chip Jackpot like Meta Platforms and a few dozen companies and governments in the world have. …