AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… And for our existing customers that we sell Trainium to, how many will be Trainium plus running on our cloud infrastructure versus just the chips themselves? …
Search
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… Especially the clouds, which need to have Nvidia and AMD systems to sell capacity on their clouds because this is what most customers expect to use but who also want to create their own compute engines and soon interconnects to allow them to drive down costs for internal facing applications or thos… …
Some Game Theory On That Nvidia-Meta Platforms Partnership
… That could mean AWS, Microsoft, Google, and Oracle clouds, or it could mean the neoclouds such as CoreWeave, Crusoe, Lambda, Nebius, and others. …
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
… In March of this year, Oracle inked a deal with AMD to deploy a cluster in its Oracle Cloud Infrastructure public cloud that would have 30,000 of AMD’s “Antares+” MI355X GPU accelerators. …
With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope
… The GenAI frenzy is at a fever pitch, and the big four hyperscalers and cloud builders alone – Amazon Web Services, Google Cloud, Meta Platforms, and Microsoft Azure – have collectively projected for capital expenses to be somewhere between $695 billion and $725 billion in 2026. …
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
… How much of this investment by Meta Platforms was already on the books at the clouds and neoclouds over what we expect to be the next four or five years is unknown. …
The Second Time Will Be The IPO Charm For Cerebras
… As these funding rounds were happening, model maker OpenAI and cloud builder Amazon Web Services inked deals to install Cerebras to drive their AI inference workloads. …
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
… The SN50 Cerulean 2 chip is an evolution of the SN40L chip that was announced by SambaNova way back in September 2023 . …
Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
… This custom chip business is a mashup of the chip design and customization businesses of IBM Microelectronics and GlobalFoundries, both of which used to operate cutting-edge foundries in the United States and Europe. …
Broadcom May Become The Biggest Counterbalance To Nvidia
… But with AI on the rise, it has stopped being specific about them and prefers now to talk about AI chips and systems versus other chips. …