It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
With each successive Intel Xeon SP server processor launch, we can’t help but think the same thing: it would have been better for Intel and customers alike if this chip was out the door a year ago, or two years ago, as must have been planned. …
If the original equipment manufacturers of the world had software massive software divisions – like many of them tried to do a two decades ago as they tried to emulate IBM and then changed their minds a decade ago when they sold off their software and services businesses and pared down to pushing tin and iron – then maybe they might have been on the front edge of AI software development and maybe they would have been closer to the front of the line for GPU allocations from Nvidia and AMD. …
For more than a year, we have been expecting for Amazon Web Services to launch its Graviton4 processor for its homegrown servers at this year’s re:Invent, and lo and behold, chief executive officer Adam Selipsky rolled out the fourth generation in the Graviton CPU lineup – and the fifth iteration including last year’s overclocked Graviton3E processor aimed at HPC workloads – during his thrombosis-inducing keynote at the conference. …
There are two ways that CPU makers can deliver more bang for the buck, and those running distributed computing workloads can go either way – or somewhere in between – as they build out their server clusters. …
There is wracking up the money, and racking up the servers – and Supermicro, which is sometimes an OEM and sometimes an ODM as well as a motherboard and component supplier to those who want to be either, is doing both here at the beginning of its fiscal 2024 year. …
It took the X86 architecture fifteen years get an appreciable share of datacenter compute, and it took the Arm architecture about ten years to get a foothold you could measure. …
Timing is a funny thing. The summer of 2006 when AMD bought GPU maker ATI Technologies for $5.6 billion and took on both Intel in CPUs and Nvidia in GPUs was the same summer when researchers first started figuring out how to offload single-precision floating point math operations from CPUs to Nvidia GPUs to try to accelerate HPC simulation and modeling workloads. …
There is little question that generative AI as well as other kinds of machine learning are going to augment applications in every industry and in every part of the application stack in the coming years. …
When hyperscalers and cloud builders think about their infrastructure, they talk about megawatts and they think about the mix of serving and storage and the total capacity that is delivered in a megawatt of power. …
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