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. …
It would be hard to find something that is growing faster than the Nvidia datacenter business, but there is one contender: OpenAI. …
Here we go again. Some big hyperscalers and cloud builders and their ASIC and switch suppliers are unhappy about Ethernet, and rather than wait for the IEEE to address issues, they are taking matters in their own hands to create what will ultimately become an IEEE standard that moves Ethernet forward in a direction and speed of their choosing. …
If Nvidia and AMD are licking their lips thinking about all of the GPUs they can sell to the hyperscalers and cloud builders to support their huge aspirations in generative AI – particularly when it comes to the OpenAI GPT large language model that is the centerpiece of all of the company’s future software and services – they had better think again. …
The question is no longer whether or not the “El Capitan” supercomputer that has been in the process of being installed at Lawrence Livermore National Laboratory for the past week – with photographic evidence to prove it – will be the most powerful system in the world. …
The expanded lineup of AMD’s 4th generation “Genoa” Epyc server chips – built atop “Zen 4” core and some with the chip maker’s L3-boosting 3D V-Cache – unveiled at a high-profile event in San Francisco this week is quickly making its way into the cloud. …
We could have a long, thoughtful, and important conversation about the way AI is transforming the world. …
Like the rest of the world, we have been watching Microsoft’s increasing use of foundation models as it transforms its services and software. …
The hyperscalers and cloud builders are the toughest customers in the IT sector, demanding the highest performance at the lowest price and an ever-improving ratio between the two. …
The IT industry, like every other industry we suppose, is in a constant state of dealing with the next bottleneck. …
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