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? …
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Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
… Meta Platforms is not precisely an infrastructure cloud, but as it is renting out capacity on its iron to run Llama model APIs much as OpenAI and Anthropic do with their respective GPT and Claude GenAI models, it is becoming a GenAI platform cloud for various kinds of sovereigns – and is seeking th… …
Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU
… We saw the 192-core “Polaris” AmpereOne M chips, which started shipping in Q4 2024, appearing in instances on Oracle Cloud Infrastructure , and that was about it. …
Designing Chips With The Cloud And Edge In Mind
Cloud Designing Chips With The Cloud And Edge In Mind Renee James knows about processors and she knows about the cloud. …
Marvell Pivots To AI Silicon, Looks Poised To Profit
… And that means as enterprise networking and carrier infrastructure gradually grow, they should return to profits and as Marvell gains expertise in getting custom chips shepherded through the foundries for hyperscalers and cloud builders, this should also flip to a profit. …
The Memory Crunch Pinches Cisco’s Profits
… But these hyperscalers and customers do want to buy Cisco Silicon One chips and sometimes switches or routers – the Cisco 8000 whitebox series of switches and routers based on Silicon One are explicitly designed to run the open source SONiC network operating system or custom ones made by the hypers… …
Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC
… The improved performance-per-vCPU for floating point operations, transactional databases, and HPC applications also make the chips perfect for cloud workloads. …
Cisco Wins Over AI Customers With Merchant Silicon And Optics
… Depending on the OEM, there are a fair amount of sales of chips or systems to hyperscalers and cloud builders in the mix. …
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… …
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. …