Microsoft Committed To Doubling AI Infrastructure In Two Years
…There is admittedly a lot of witchcraft and assumptions in this data, which is a hybrid mix of on premises Windows Server and on cloud Azure capacity minus applications and data stores…
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The Twin Engine Strategy That Propels AWS Is Working Well
…capacity installed as 2025 came to an end, and Jassy has said in past statements that it will double again by 2027, which will be 12 gigawatts. At the prevailing price that…
CPU-Only Compute Still Matters To A Lot Of HPC Centers
…If you do the math, then, which is what HPC centers do for a living, then almost all of the performance gain and nearly all of the 25 percent price/performance gain…
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…But not at the rumored price Intel was willing to pay, not after Nvidia just doled out all that cash for Groq. (One might say that Nvidia paid a high price for…
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
…But it also wants to make its own compute engines and undercut the price compared to these third party alternatives. This way, when you rent a Cobalt CPU or a Maia XPU…
Oracle’s Financing Primes The OpenAI Pump
…This is enough money to cover the datacenter hardware for around 2 gigawatts of AI capacity.) Oracle has to go into the markets raise funds because it needs to prime the pump…
Microsoft: Getting Margins From AI Means Sometimes Saying No
…Microsoft no longer has the right of first refusal on OpenAI buying compute capacity, and OpenAI can give API access to GPT models to an US national security customer (this was not…
With TPU 8, Google Makes GenAI Systems Much Better, Not Just Bigger
…price/performance optimization on the memory. The HBM3e stacks are twelve DRAM chips high (there is an error in the block diagram below), and the six stacks provide 216 GB of capacity…
The Second Time Will Be The IPO Charm For Cerebras
…We do not know if that deal has been fully negotiated and signed, but the latest S-1 says the term sheet is “binding with respect to pricing, exclusivity, minimum capacity, and…
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
…How much under capacity there is remains a bit of a mystery, but Dave Zinsner, Intel’s chief technology officer, gave a hint late last week on a call with Wall Street…