SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…The Intel investment also includes a strategic partnership between what used to be the world’s largest chip maker and the AI upstart, which was founded in 2017. There were rumors going…
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If You Can Make A Compute Engine, You Can Sell A Compute Engine
…of older gear to save power, space, and money so they can afford to invest in AI. Which companies are doing, too. There is more demand than meets supply, but both Intel…
Eridu Cuts To The AI Networking Chase With High Radix Switch System
…scale out networks for AI systems. The Series A funding was led by Socratic Partners, John Doerr (famous for being the tech guy at Kleiner Perkins and investing early in Compaq, Netscape…
How Sustainable Is This Crazy Server Spending?
…can create enough chippery to chase such revenues, and that the world will finance such large sums without proof of the payback that is commensurate with such investments. We will also remind…
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…This deal AMD has inked with Meta Platforms is also similar in magnitude and nearly in scope to the one that the social networker signed with AI hardware juggernaut Nvidia last week…
With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope
…do low latency AI inference. Here is what is very important about that big pile of cash that Cerebras now has. It is the successful innovator in waferscale chippery, and made something…
Only A Few AI Platforms Can Survive
…Every day, there seems to be another company that is raking in the dough from investors to provide its variation on the AI theme. While only a few AI platforms can survive…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…This is 100 petaflops.” Right now, Nvidia is seeing only an acceleration in demand for its AI chips, which isn’t surprising given the rapid enterprise adoption of AI, he said. Sales…
The Memory Crunch Pinches Cisco’s Profits
…Our most pessimistic forecast for Cisco, shows AI orders coming in at around $6.2 billion for Silicon One chips and switches and optics sold to the tech titans in fiscal 2026…
Better AI Might Depend On The Data Infrastructure Getting Better First
…The first half of 2024 saw AI infrastructure investment hit $31.8 billion, according to IDC. In 2028, the research company expects full-year spending to exceed $100 billion as AI becomes…