If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …
As far as we can tell, the export controls on crippled GPU compute engines announced by the US Department of Commerce back in April have had a disproportionately hard impact on AMD compared to Nvidia, as far as we can tell. …
When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. …
Brad McCredie like engines, and more importantly, he likes to make them go fast. …
If there is any market on Earth that is sorely in need of intense some competition, it is the datacenter GPU market that is driving the AI revolution. …
Rated horsepower for a compute engine is an interesting intellectual exercise, but it is where the rubber hits the road that really matters. …
As expected, AMD has once again raised its forecast for sales of its Instinct MI300 series GPUs, and as it has broken through $1 billion in revenues for its “Antares” line of compute engines in the second quarter, it is now expecting to surpass $4.5 billion in sales of these devices for all of 2024. …
Training AI models is expensive, and the world can tolerate that to a certain extent so long as the cost inference for these increasingly complex transformer models can be driven down. …
It is beginning to look like AMD’s Instinct datacenter GPU accelerator business is going to do a lot better in 2024 than many had expected and that the company’s initial forecasts given back in October anticipated. …
There is nothing quite like great hardware to motivate people to create and tune software to take full advantage of it during a boom time. …
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