The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
There are lots of ways that we might build out the memory capacity and memory bandwidth of compute engines to drive AI and HPC workloads better than we have been able to do thus far. …
What is the most important factor that will drive the Nvidia datacenter GPU accelerator juggernaut in 2024? …
Pat Gelsinger, current chief executive officer at Intel and formerly the head of its Data Center Group as well as its chief technology officer, famously invented the tick-tock method of chip launches to bring some order and reason to the way the world’s largest chip maker – as it was in the mid-2000s – mitigated risk and spurred innovation in its products. …
People have been talking about CXL memory expansion for so long that it seems that it should be here already, but with the dearth of CPUs that can support PCI-Express 5.0 peripherals we have to be patient a little bit longer. …
To a certain extent, the only thing that really matters in a computing system is what changes in its memory, and to that extent, this is what makes computers like us. …
When the hyperscalers, the major datacenter compute engine suppliers, and the three remaining foundries with advanced node manufacturing capabilities launch a standard together on Day One, this is an unusual, significant, and pleasant surprise. …
If you are a designer of chips based on the most advanced processes available from Taiwan Semiconductor Manufacturing Company, and your roadmap is based on the company’s continuing progress and prowess in pushing Moore’s Law to the limit, then not only is the future in your roadmaps being pushed out, but you are going to have to pay more for whatever chips you are making now and, we suspect, the chips you are depending on for your business in the future. …
If the HPC and AI markets need anything right now, it is not more compute but rather more memory capacity at a very high bandwidth. …
And you thought toilet paper shortages were bad in the beginning of the coronavirus pandemic, or board and plywood prices are high and getting insane at the local hardware depot that you already spent too much money at. …
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