… But with GenAI hardware costing do damned much, and having access to it is so dear that Nvidia and AMD can charge a lot for it and AWS can turn around and charge an even higher premium to rent it, the compute part of the revenue stream has been skyrocketing at AWS and, we think, now drives more rev… …
… If Nvidia AI systems and their datacenters – the indisputable Cadillac of AI training and inference – cost on the order $50 billion per gigawatt which is a number that Nvidia co-founder and chief executive officer Jensen Huang has used a number of times , it is reasonable to assume that TPU infrast… …
… Top research labs around the globe are evaluating Maverick-2, as scientific organizations look to ensure that high-precision computing remains viable, efficient, and scalable in the face of AI-driven hardware shifts. …
Compute Taalas Etches AI Models Onto Transistors To Rocket Boost Inference Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova … …
… TSMC is a capital-intensive, highly complex hardware manufacturer that has margins that rival any software stack in history, including the venerable IBM mainframe that is still keeping the company afloat because of the stickiness of the applications written over the decades on the System/360 and it… …