SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…The SN50 chip and the SambaRack SN50 machines will start shipping in the second half of 2026. Pricing has not been divulged, as is customary with unannounced products or indeed most AI…
Search
The Twin Engine Strategy That Propels AWS Is Working Well
…The important thing is that Amazon Ads probably has much higher operating margins than the AWS core hardware business, and it can help pay for the AI buildout. “We expect to invest…
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
AWS Will Be An OEM, Just Like Google And Maybe Microsoft One of the things about being a cloud builder at the scale of the tech titans is that they control their…
We Need A Proper AI Inference Benchmark Test
…But that doesn’t tell you anything about what the underlying hardware costs if you want to build an AI inference system of your own. And if you use the MLPerf benchmarks…
Scaling The Storage Pyramid With Micron’s Datacenter Memory And Flash
…And now, nearly five decades later, Micron spans the gamut from high-capacity drives used to build data lakes, to fast drives for local storage, and various kinds of dynamic random access…
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
…In the first quarter of fiscal 2026 ended in June, Lenovo brought in $18.83 billion in sales, up 21.9 percent year on year. Gross profits were up 8 percent to…
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…
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…The deal that AMD has just announced with Meta Platforms is extremely similar to the one it inked back in October with model builder OpenAI , right down to the 6 gigawatts of…
Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
…On the call, Murphy said that the custom AI XPU business brought Marvell $1.5 billion in fiscal 2026, and said it would grow at least 20 percent in fiscal 2027, and…
Attacking Interconnects And Networks Across All Scales
…And in many cases, it has emerged as a “blue box” supplier to the hyperscalers and cloud builders who want its iron and some of its firmware and management tools but not…