Enhanced Performance For Server Consolidation With Intel Xeon 6+
… Consolidation and AI expansion, Boyko argues, can no longer be treated as separate exercises. …
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Rebellions AI Rings Up The Money To Rack Up AI Inference Systems
… This is particularly true in those sovereignties that do not have indigenous AI accelerators in development or production – which means most countries in the world – or who want to hedge their bets by using a mix of AI accelerators. …
Nvidia Software Pushes MLPerf Inference Benchmarks To New Highs
… The vendor’s co-design strategy that includes hardware, software, and AI models is what drove the AI inference performance numbers in such measures as minimum token rate and shorter time to the first token, according to Dave Salvatore, director of accelerated computing products for Nvidia. …
Compute And Memory Price Hikes Drive IT Spending Way Higher
… This classic AI expansion, which started in earnest in 2014 or so, added a new workload to the datacenter, and the GenAI revolution is well on the way to doubling the overall size of IT spending globally. …
AI Will Soon Drive A Third Of TSMC’s Business
… With the revenue split by products, we can start zooming in on the AI piece of the action at TSMC. …
Riding The Memory Boom And Trying To Avoid The Bust
… But it probably is a good thing to ink a few such deals so it can confidently build out a capacity expansion plan and fund it. …
Microsoft Committed To Doubling AI Infrastructure In Two Years
… The Productivity and Business Processes group is the most profitable, as you might expect, with just a tad over $35 billion in sales and just under $21 billion in operating profits. …
Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU
… As everyone knows, companies buy roadmaps, not point products. …
Microsoft Is More Dependent On OpenAI Than The Converse
… In the December quarter, Microsoft’s product revenues rose by 1.4 percent to $16.45 billion, and both its PC and server businesses have been adversely affected by high prices and shortages for main memory and flash storage. …