For Enterprises, GPUs Need Virtualization As Much As CPUs Ever Did
…There will also be deployments in the new clouds that we will see, and more and more flexibility in choice of models that will come to play.” “There's also this concern…
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Oracle’s Financing Primes The OpenAI Pump
…The problem is that GenAI has expanded so fast it requires multi-gigawatt facilities for the largest model builders. A gigawatt AI datacenter costs anywhere from $45 billion to $60 billion – and…
With TPU 8, Google Makes GenAI Systems Much Better, Not Just Bigger
…To be fair, Google has had versions of prior TPUs, specialized and homegrown AI accelerators that the search engine, advertising, media mogul, and now AI model maker first put into the field…
Dell Makes The Profits Up In Volume For Booming AI Servers
…More than four decades later, the iron driving the business to new heights is, of course, AI systems, and is much bigger and more expensive but only delivering mid single digits of…
Google's Open Lakehouse: The Foundation For Enterprise AI Data
…The open lakehouse integrates with Vertex AI, Google Cloud’s fully managed, unified AI development platform, to fuel Google’s AI platform. Governed, cataloged data provides trusted input for training models, while…
With Its Llama API Service, Meta Platforms Finally Becomes A Cloud
…new revenue stream that it can use to invest in infrastructure and improve its models and other elements of the software stack, such as the Python programming language and the PyTorch AI…
The Second Time Will Be The IPO Charm For Cerebras
…Group 42, the Arabic AI model maker formed in 2018 in Abu Dhabi and backed by the government of the United Arab Emirates. G42, as the company is commonly known, inked a…
HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
…Here is the detailed table for the quarters where HPE has detailed its relatively new financial presentation: The Cloud & AI group had $7.71 billion in sales, which combines servers, storage, and…
AI Will Soon Drive A Third Of TSMC’s Business
…DRAM main memory and flash memory prices are going nuts as the hyperscalers, cloud builders, and AI model builders are trying to get hefty configurations to drive the performance of their expensive…
Intel Xeon 6 With P-Cores Makes the Case For The Host CPU
…for AI models and makes them more power- and cost-efficient. The new chips hold up to 128 performance cores per CPU and deliver 5.5 times better for AI inferencing vs…