AI
The Future Is The One We Generate
If you want to be at the top of the food chain on Earth, as human beings have ascended to after millions of years of evolution, there are a bunch of things that you need to be able to do. …
Nvidia
Connect
Ethernet Switching Still In Recession Thanks To AI Shift
The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
Store
Micron Is Fashionably Late To The HBM Party, But Not Too Late
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. …
HPC
LRZ Adopts Nvidia Engines For €250 Million “Blue Lion” Supercomputer In 2027
The expansion of the computing capacity in Europe for both traditional HPC simulation as well as AI training and modeling continues apace, with the Leibniz-Rechenzentrum lab in Germany announcing late last week (when we took a day of holiday) that it would be shelling out €250 million – about $262.7 million at current exchange rates – to build a hybrid CPU-GPU cluster based on Nvidia compute engines to tackle both kinds of high performance computing. …
Connect
Nvidia, AMD, And Intel Help Stuff The Coffers At Ayar Labs
Everybody wants to get rich in AI these days, and if you can’t do it by investing in the compute engine makers or the hyperscalers and cloud builders, then the next best thing to put your money into is probably some form of optical I/O. …
AI
In GPU We Antitrust
With all of this chatter about China looking into possible violations of antitrust law by Nvidia, and regulators in both the United States and the European Union also having done the same, let’s play the “What if?” …
AI
Fat Server Spending Props Up Slowing AI Servers At Dell
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building those machines and making money is easy. …
HPC
HPE Upgrades Supercomputer Lineup Top To Bottom In 2025
If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there are not a lot of companies who have a balance sheet that is big enough to get all of the parts to build the machines. …
AI
Anthropic And OpenAI Show Why Musk Should Build A Cloud
If Amazon is going to make you pay for the custom AI advantage that it wants to build over rivals Google and Microsoft, then it needs to have the best models possible running on its homegrown accelerators. …
AI
Nvidia Datacenter Revenues Still Booming, “Blackwell” Platforms On Track
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …