AI
How Did DeepSeek Train Its AI Model On A Lot Less – And Crippled – Hardware?
Maybe they should have called it DeepFake, or DeepState, or better still Deep Selloff. …
Nvidia
AI
OpenAI Declares Its Hardware Independence (Sort Of) With Stargate Project
The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating to watch. …
AI
Using NIM Guardrails To Keep Agentic AI From Jumping To Wrong Conclusions
AI agents are the latest evolution in the relatively short life span of generative AI, and while some organizations are still trying to figure out how the emerging technology fits in their operations, others are making strides into agentic AI. …
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. …
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. …