Microsoft Is More Dependent On OpenAI Than The Converse
…OpenAI must represent the largest part of Microsoft’s actual AI business, which means the other parts are small. And if Microsoft raises software prices to cover the cost of AI functions…
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Riding The Memory Boom And Trying To Avoid The Bust
…The DRAM market is expanding on so many fronts, and Micron plays in all of them including datacenter-class LPDDR5 memory for AI servers like Nvidia’s “Grace” and “Vera” Arm server…
CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design
…While the social network and AI model maker has a fondness for its own server, storage, switch, and datacenter designs, even after the launch of the Open Compute Project and its open…
We Need A Proper AI Inference Benchmark Test
…Proper AI Inference Benchmark Test Companies are spending enormous sums of money on AI systems, and we are now at a point where there are credible alternatives to Nvidia GPUs as the…
Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
…With the Vera-Rubin architecture, which refers to the 88-core “Vera” CV100 Arm server processor with custom “Olympus” cores paired to the “Rubin” R200 GPU accelerator, there are seven different chips…
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference
…This sure looks like a game changer for AI inference. infrastructure inference hc1 hard-coded inference gpu compute ai tenstorrent nvidia taalas
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
Compute AMD Finally Makes More Money On GPUs Than CPUs In A Quarter Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell…
AI Will Soon Drive A Third Of TSMC’s Business
…When TSMC says HPC, it means all types of high performance chip, which includes CPUs used in PCs and servers, GPUs and XPUs, various kinds of switch and routing ASICs, and FPGAs…
Data And Storage At The Center Of The AI Stack
…into the GPUs at scale, and Dell Exascale Storage, a 3-in-1 storage system that delivers file, object, and parallel file software on the vendor’s PowerEdge servers. Dell grew its…
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…This is why SambaNova Systems and the first generation of AI hardware startups are still in the game, despite the hegemony of the Nvidia GPU in the AI datacenter, and it is…