Only a few years ago, motherboard and system maker Supermicro set a target of breaking through $10 billion in sales, and thanks to the explosion in systems for training and inference for AI applications, it looks like the company is going to bust through that goal in its fiscal 2025 ending next June. …
With a server recession underway and its latest Epyc CPUs and Instinct GPU accelerators still ramping, this was a predictably soft, but still not terrible in the scheme of things, quarter for AMD. …
Here’s a fun question and don’t cheat by asking ChatGPT. What is more valuable, an ounce of gold or an ounce of an Nvidia “Hopper” H100 GPU accelerator? …
The expanded lineup of AMD’s 4th generation “Genoa” Epyc server chips – built atop “Zen 4” core and some with the chip maker’s L3-boosting 3D V-Cache – unveiled at a high-profile event in San Francisco this week is quickly making its way into the cloud. …
If you had to rank the level of hype around specific datacenter technologies, the top thing these days would be, without question, generative AI, probably followed by AI training and inference of all kinds and mixed precision computing in general. …
The best defense is a good offense, and as it turns out, the best offense is also a good offense. …
Any performance comparisons across compute engines in use in a datacenter are always valid for a point in time since new CPUs, GPUs, FPGAs, and other ASICs are always coming into the market at different times. …
We think that server spending is a leading indicator of economic growth or decline, and we are tracking the public companies that peddle systems to try to get a sense of how they are doing to get a better sense of what enterprises, governments, academic institutions, and other organizations separate from the hyperscalers and cloud builders, the latter of which comprise around half of server shipments and slightly less than half of server spending. …
Like many of you, we are trying to find out what the heck is really going on in the global economy. …
Updated With More MGX Specs: Whenever a compute engine maker also does motherboards as well as system designs, those companies that make motherboards (there are dozens who do) and create system designs (the original design manufacturers and the original – get a little bit nervous as well as a bit relieved. …
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