Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others
… Anthropic also agreed to contract more compute capacity, up to a gigawatt. …
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Some Game Theory On That Nvidia-Meta Platforms Partnership
… In the past two cases for sure and likely for the third new case, Meta Platforms has been willing to abandon its own Open Compute Project designs when the AI compute need is pressing enough. …
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… But with the current costs of a rack of Grace-Blackwell compute and the expected – and much higher – cost of a rack of future Vera-Rubin compute, the cash coming in is adding up to the cash being invested in the chippery ecosystem by AI industry juggernaut Nvidia. …
Four Months Into Its Comeback, Zapata Stakes Its Claim In Quantum Software
COMPUTE Four Months Into Its Comeback, Zapata Stakes Its Claim In Quantum Software It was less than two years ago that Zapata Computing fell apart and crashed. …
Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks
… Also coming later this year is extended AMD CPU support, and the addition of AMD GPU accelerate compute servers for AI workloads. …
VAST Data: What Controls The Data Is More Important Than What Stores It
… Given that, Denworth and co-founder and chief executive officer Renen Hallak, and others have continued to evolve VAST Data along those lines, positioning it as an AI infrastructure platform company with data at its core and boasting about it offering the industry’s first AI operating system that p… …
Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems
… If AI clusters have hundreds of thousands to millions of compute engines, and there are dozens of companies building such behemoths, that is tens of millions to hundreds of millions of optical engines and laser light sources. …
Cloud HPC Is The 'SilverLining' in Global Warming Mitigation
… This shift to cloud-based HPC allows us to perform extensive simulations that were previously only possible on traditional supercomputers, paving the way for accelerating innovative climate solutions. …
Broadcom May Become The Biggest Counterbalance To Nvidia
… The AI compute and networking business utterly dominates the Nvidia business , and it is not quite there yet for Broadcom. …
Quantinuum Makes Another Milestone On Commercial Quantum Roadmap
… As Yuval Boger, chief commercial officer for QuEra told us this summer, it was only five or six years ago that people were still asking if building a quantum computer was even possible. …