Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
Not every manufacturing node comes out perfectly and not every one comes out on time, but in the past decade and a half, Taiwan Semiconductor Manufacturing Co, the world’s largest and most technologically advanced etcher of chips in the world, has done far better than any of its few remaining peers to push the chip manufacturing envelope while also maintaining consistent and profitable production of older nodes. …
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. …
We live in a world of stratification, social, economic, and technical. …
If you wanted to wrest control of datacenter compute as embodied mainly in the Xeon SP processor away from Intel, there are a number of approaches that you might take. …
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