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. …
rackscale
AI
If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing
Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? …
AI
AMD: Solid Roadmaps Beget Money, Which Beget Better Roadmaps And Even More Money
There is a vicious cycle that comes from screwing up, but there is also a virtuous cycle that comes from digging yourself out of the hole and not only not screwing up anymore, but catching up to and then leapfrogging the competition through good engineering, hard work, and a little luck. …
Compute
Riding The Choppy AI Datacenter Waves With Supermicro
There are somewhere on the order of 50,000 reasonably large companies, academic centers, and governments in the world that the enterprise IT market is like the ocean on a calm day in the doldrums. …
AI
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed in his standard black leather jacket over a black T-shirt, with black pants and black sneakers, but the messages he delivered during his keynote was decidedly red, white, and blue. …
Compute
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. …
Compute
AMD Plots Interception Course With Nvidia GPU And System Roadmaps
To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes get overstuffed with. …
Compute
Extended “Blackwell” GPU Ramp Cools Growth At Supermicro
Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker Supermicro to meet its revenue expectations in the quarter ended in December. …
AI
Taiwan’s Fastest AI Supercomputer Goes To Foxconn
Back in the day, when the AI revolution was young, Nvidia co-founder and chief executive officer used to make the rounds with each new generation of datacenter GPUs and provide the first DGX systems based on any particular GPU to marquee customers. …
Compute
Supermicro Financials Get Better As The Company Gets Bigger
It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …