Some More Game Theory, This Time On The AMD-Meta Platforms Deal
… This amounts to a discount on the hardware paid for with stock funny money instead of real cash. …
Search
Some Game Theory On That Nvidia-Meta Platforms Partnership
… More than a few HPC clusters that have CPU-only codes use Grace CPUs for a big portion of their hardware. …
Oracle’s Financing Primes The OpenAI Pump
… OpenAI is in a hurry to get hardware, but it takes cash to do that. …
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… No one has really talked about this in the deals we have seen, but clearly if you are buying NVLink hardware, you probably want rights to NVLink software, too. …
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. …
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… They co-design and optimize their hardware and software stacks, wringing the best bang for the buck out of that iron so they can afford to make it at scale and then rent capacity on their infrastructure at a profit. …
How HPC And AI Digital Twins Accelerate Quantum Error Correction
… Recent advances are shifting fault tolerance from abstract theory into real hardware design. …
Nvidia Brings The Power Of Open Source AI Models To Quantum Computing
… An AI agent running Ising Calibration already does it faster and better, and it gets better as the hardware scales up, not worse.” With Ising Decoding, what Nvidia actually is offering is pre-decoding. …
Google Is A Full Stack AI Player, And Is Playing Well
… We are seeing strong deal momentum, doubling the number of $100 million to $1 billion deals year on year, and signing multiple billion dollar plus deals. …
Microsoft Committed To Doubling AI Infrastructure In Two Years
… Considering how much hardware Microsoft builds for Azure, this is a pretty good margin. …