Some Game Theory On That Nvidia-Meta Platforms Partnership
…to make its own AI chips, as evidenced by its MTIA AI inference chip design efforts as well as its acquisition of RISC-V CPU and GPU maker Rivos , is that Meta…
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Microsoft Committed To Doubling AI Infrastructure In Two Years
Microsoft Committed To Doubling AI Infrastructure In Two Years Microsoft built a systems software platform – Windows Server and its zillions of add-ons and extensions – long before it built a cloud and…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
AI As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington…
The Memory Crunch Pinches Cisco’s Profits
…And now, Cisco is getting traction as a provider of servers and switching to neoclouds and sovereigns need as they build out their infrastructure for the GenAI boom. This AI business is…
Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC
…The complexity and adoption of AI will only grow, and with it will come higher costs. Some of that comes with expensive GPUs being used now for AI workloads that less costly…
HPE Works Harder And Smarter To Chase Datacenter Profits
…The trick will be to get GPU and maybe XPU allocations to build the systems that allow HPE to drive revenues with AI servers and drive profits with AI networking. That is…
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
Compute AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far…
Intel Xeon 6 With P-Cores Makes the Case For The Host CPU
…However, in the rapidly evolving and increasingly complex world of AI workloads, GPUs come with their own challenges around both cost and power efficiency. Nvidia’s GPUs are note cheap – a H100…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. It has created DRAM that stacks higher and runs faster than…
Attacking Interconnects And Networks Across All Scales
…It used to just talk about back end AI network sales, but it is getting increasingly hard to separate back end networks (the ones linking the GPUs and sometimes the CPUs together…