AI
OpenAI Datacenters Follow The Money To Abu Dhabi
All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. …
OpenAI
AI
Oracle Has Some Big Advantages To Mainstream AI
Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. …
AI
What A Tangled OpenAI Web We CoreWeave
Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? …
AI
Azure Can’t Make Up For On Premises Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …
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. …
Compute
Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region
The first thing to note about the rumored “Stargate” system that Microsoft is planning to build to support the computational needs of its large language model partner, OpenAI, is that the people doing the talking – reportedly OpenAI chief executive officer Sam Altman – are talking about a datacenter, not a supercomputer. …
AI
Anthropic Fires Off Performance And Price Salvos In AI War
It is a strange time in the generative AI revolution, with things changing on so many vectors so quickly it is hard to figure out what all of this hardware and software and people-hours costs and what it might be worth when it comes to transforming, well, just about everything. …
AI
SambaNova Pits LLM Collective Against Monolithic AI Models
There is more than one way to get to a large language model with over 1 trillion parameters that can do lots of different things and enterprises can use to create AI training and inference infrastructure to extend and enrich their thousands of applications. …
Compute
OpenAI To Join The Custom AI Chip Club?
It would be hard to find something that is growing faster than the Nvidia datacenter business, but there is one contender: OpenAI. …
AI
The Balancing Act Of Training Generative AI
We learn a lot of lessons from the hyperscalers and HPC centers of the world, and one of them is that those who control their own software control their own fates. …