Compute
Is Nvidia Assembling The Parts For Its Next Inference Platform?
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. …
Nvidia
Compute
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. …
Connect
Pushed By GenAI And Front End Upgrades, Ethernet Switching Hits New Highs
But virtue of its scale out capability, which is key for driving the size of absolutely enormous AI clusters, and to its universality, Ethernet switch sales are booming, and if the recent history is any guide, we can expect Ethernet revenues will climb exponentially higher in the coming quarters as well. …
AI
Nvidia’s Vera-Rubin Platform Obsoletes Current AI Iron Six Months Ahead Of Launch
Having an annual cadence for the improvement of AI systems is a great thing if you happen to be buying the newest iron at exactly the right time. …
Control
Nvidia Nearly Completes Its Control Freakery With Slurm Acquisition
It has always been funny to us that anyone can acquire control of an open source project. …
AI
Nvidia Is The Only AI Model Maker That Can Afford To Give It Away
An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and famous software company called Nvidia that just so happens to have a massively complex and ridiculously profitable hardware business running a collection of proprietary and open source software that about three quarters of its approximately 40,000 employees create. …
Compute
How Sustainable Is This Crazy Server Spending?
We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to the public – we thought that to feel the full impact of this change, we should draw you a picture of the past 26 years of server revenues by quarter so you can take it all in. …
HPC
Driving HPC Performance Up Is Easier Than Keeping The Spending Constant
We are still mulling over all of the new HPC-AI supercomputer systems that were announced in recent months before and during the SC25 supercomputing conference in St Louis, particularly how the slew of new machines announced by the HPC national labs will be advancing not just the state of the art, but also pushing down the cost of the FP64 floating point operations that still drives a lot of HPC simulation and modeling work. …
Compute
With Trainium4, AWS Will Crank Up Everything But The Clocks
The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have been designed explicitly for both training and inference and which present a credible alternative to Nvidia’s “Blackwell” B200 and B300 GPUs as well as Google’s “Trillium” TPU v6e and “Ironwood” TPU v7p accelerators. …
HPC
TACC’s “Horizon” Supercomputer Sets The Pace For Academic Science
Updated: As we expected, the “Vista” supercomputer that the Texas Advanced Computing Center installed last year as a bridge between the current “Stampede-3” and “Frontera” production system and its future “Horizon” system coming next year was indeed a precursor of the architecture that TACC would choose for the Horizon machine. …