… In the meantime, AI datacenters need more density in their networks and they need optics that are denser than the SFP, QSFP, and OSFP pluggable modules that have dominated the datacenter for the past two decades. …
… Marvell’s datacenter business is also taking the lead in terms of revenues, and that is why the company is shifting away from detailed divisional reporting of its financials to two major groups: Datacenter is one, and Communications & Other is the other. …
… We’re taking all the learnings from these massive systems to make AI easy for you, from AI PCs to small, domain-specific models running on the edge to the planetary-scale AI datacenters.” In a taped conversation with Dell, Nvidia co-founder and chief executive officer Jensen Huang backed up that th… …
… That is the new gospel according to AMD, whose top brass echoed many of the comments made last week by Intel as there is not just a resurgence on spending on CPUs – which there most certainly is – but a tectonic shift underway thanks to agentic AI. …
… Samsung is using Dell AI technology in its semiconductor design, manufacturing, and automation work, while Honeywell began partnering with Dell and Nvidia last year for some of its AI operations. “AI is fueling a renaissance in enterprise hardware, a shift from bits back to atoms,” Dell said. “The … …
… Interestingly, Chris Lattner, one of the creators of LLVM, is chief executive officer at Modular AI, which is creating a new programming language called Mojo to provide a kind of portability for AI applications at a higher level across many devices. …
… Dell is finally reflecting what has been happening in the overall market as the hyperscalers and cloud builders have skewed server spending toward AI systems, and this is probably a permanent shift as we look to the years ahead. …
… It also means that when multiple jobs share the cluster, they do not impact one another’s performance.” OpenAI has run MRC on clusters at the Oracle Stargate datacenter in Abilene, Texas as well as the Microsoft Azure AI datacenter in Fairwater, Wisconsin. …
… But in a world of agentic AI, where the number of tokens needed to be generated is truly enormous and the latency of token generation has to be low so that huge collections of agents can complete their tasks – any delay is lost money that you might as well light on fire on the floor of the datacent… …