Microsoft: Getting Margins From AI Means Sometimes Saying No
…not as diluted as the OpenAI deal (which no doubt has equity as a compensation for what would otherwise be a higher price for compute) and a heavy GPU fleet dominated by…
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The Second Time Will Be The IPO Charm For Cerebras
…G42, as the company is commonly known, inked a deal with Cerebras in July 2023 to buy $300 million of hardware, software, and services from Cerebras , and in May 2024 it upped…
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…As with prior SambaNova compute engines, the SN50 is comprised of a mix of reconfigurable elements, called Pattern Compute Units (PCUs) and Pattern Memory Units (PMUs), and as you can see in…
Dell Makes The Profits Up In Volume For Booming AI Servers
…Because Nvidia can pay whatever it wants for HBM because it can charge whatever it wants for GPUs, it controls the flow of AI compute every bit as much as Standard Oil…
We Need Servers – Lots Of Servers. . . .
…We live in the future, and sometimes it is just amazing how different things are today from two decades ago when the age of accelerated computing got its start in the HPC…
Oracle’s Financing Primes The OpenAI Pump
…Why not? It will have an enormous fleet of tensor compute. stargate oci oracle openai compute
HPE Works Harder And Smarter To Chase Datacenter Profits
COMPUTE HPE Works Harder And Smarter To Chase Datacenter Profits The compute engine and networking ASIC makers are profiting mightily from the GenAI boom, and so is Taiwan Semiconductor Manufacturing Co, the…
Nvidia Brings The Power Of Open Source AI Models To Quantum Computing
COMPUTE Nvidia Brings The Power Of Open Source AI Models To Quantum Computing For quantum computing to reach the point where it is fault-tolerant, scalable, and commercially viable, it’s going…
Nvidia Software Pushes MLPerf Inference Benchmarks To New Highs
…hand Nvidia’s CUDA computing platform and programming model opened the door for the GPUs to move beyond its graphics rendering roots and into general-purpose computing in the datacenter, the NVLink…
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…some dough on the deal. For now, Anthropic is renting TPU capacity on Google Cloud, and that is definitely not the cheapest way to get AI compute engines. We have calculated that…