AI
Even AI Can’t Predict How Much Accelerated Iron The World Will Buy
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
XPU
AI
Broadcom At The Crossroads Between Merchant And Custom Silicon
After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …
Compute
Marvell Is Saved By The AI Boom, But Every Deal Is Tough
Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …
Compute
Broadcom And Marvell Ride The Compute Engine Independence Wave
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …
Connect
Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028
Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …
Compute
Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region
The first thing to note about the rumored “Stargate” system that Microsoft is planning to build to support the computational needs of its large language model partner, OpenAI, is that the people doing the talking – reportedly OpenAI chief executive officer Sam Altman – are talking about a datacenter, not a supercomputer. …
Connect
How To Build A Better “Blackwell” GPU Than Nvidia Did
While a lot of people focus on the floating point and integer processing architectures of various kinds of compute engines, we are spending more and more of our time looking at memory hierarchies and interconnect hierarchies. …
Compute
Intel Pushes Out Hybrid CPU-GPU Compute Beyond 2025
One of the reasons why Intel can even think about entering the GPU compute space is that the IT market, and indeed just about any market we can think of, likes to have at least three competitors. …
Compute
Aurora In A Socket: What Intel’s “Falcon Shores” XPU Might Do
We are still chewing through some of the announcements that came out of Intel Investor Day and the ISSCC 2022 chip conference, and one of the things we want to circle back on is the “Falcon Shores” hybrid CPU-GPU that Intel is working on for future servers. …