… 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 total datacenter capacity of compute, storage, and networking and to the same warrant for 160 million shares of AMD to sweet… …
… OpenAI, as part of an effort to diversify as its compute needs grow, signed a massive $300 billion, five-year cloud computing deal with Oracle set to begin next year. …
Compute Some Game Theory On That Nvidia-Meta Platforms Partnership When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the company had can’t meet an urgent need for compute. …
… What is clear is that the compute to SRAM ratio on the WSE-3 waferscale processors is wrong for low latency inference. There are two ways to fix this. Shrink the process, cut back on the compute, and jack up the SRAM. …
… But if they do, Nvidia and Broadcom will bury the hatchet and cut a deal. That deal will no doubt include cross-coupling of technologies, much as we think is happening in the Marvell deal. connect
… She called them “backroom deals,” pointing out that among those helping to make the decision on how the money was distributed was Dario Gil, a 22-year IBM veteran who now is undersecretary for science at the DOE. “I do not question the legitimacy of any of these companies or our government’s need t…
… AMD refuses to believe that the world needs synonyms when it comes to GPUs. epyc venice rackscale pensando oracle oci mi450x mi450 helios gpu volcano compute altair ai world Enhanced Performance For Server Consolidation With Intel Xeon 6+ June 4, 2026 Compute HPE Catches Its First GenAI Wave With E…
… And perhaps the first deal to buy the custom chip business will turn out to be the most significant in the long run for the IT industry, which is always seeking out cheaper alternatives than to pay the Cadillac price for Nvidia compute engines and networking but which has not yet really endorsed an… …
… And in the GenAI boom, Meta Platforms has not shied away from renting compute capacity from others. Back in September 2025, Meta Platforms inked a supplier deal with king of the neoclouds, CoreWeave, that saw the former buy $14.2 billion in AI processing capacity through December 2031 . …
… You will have 128 compute engines per rack, and need four racks for the compute, but it will take eight racks of networking. …