Connect Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems Everybody is trying to build an AI portfolio these days. Vendors are trying to vertically integrate product lines, or…
…April 28, 2026 compute AI-Driven CPU Shortage Saves Intel’s Financial Cookies April 27, 2026 AI The GenAI Battle Shifts From Frontier Models To Agentic Platforms April 27, 2026 compute With…
…Scaling Out For AI Training The demands of AI training are different, and Google does not want to use the OCS devices unless it has to. (They are a lot more expensive…
…And, there is a new market emerging for CPUs, driven by the specific computing needs of agentic AI, that will, within the next few years, come to dominate the installed base of…
…With Others April 28, 2026 compute AI-Driven CPU Shortage Saves Intel’s Financial Cookies April 27, 2026 AI The GenAI Battle Shifts From Frontier Models To Agentic Platforms April 27, 2026
…With Nvidia being so rich, it can pay a premium for HBM, as we explained more than a year ago in He Who Can Pay Top Dollar For HBM Memory Controls AI…
…This is obviously a big change, and it is being driven mostly by the vast investments in AI training and inference systems, mostly by the hyperscalers, cloud builders, and AI model makers…
…But the big AI model makers and probably more than a few large enterprises are going to want to get cheaper infrastructure by literally owning and running it themselves. Google has already…
…Kurtzer in 2020 founded CIQ to build an HPC platform that enterprises can also adopt for such workloads as AI, machine learning, and analytics. Central to the effort was creating a Linux…
COMPUTE Driving Down The AI System Roadmap With Nvidia In the early years of the GPU acceleration of application performance – really from “Kepler” datacenter GPUs in May 2012 to “Volta” in May…