Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others
… 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. …
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With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope
… 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. …
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… The TPUs systems are designed by Google but will be built by Broadcom, with both Google and Broadcom making some dough on the deal. For now, Anthropic is renting TPU capacity on Google Cloud, and that is definitely not the cheapest way to get AI compute engines. …
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
… It is understandable that Google wants to have a second source for its AI compute engines to mitigate risks. …