Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …
When you need to provide electricity to power and cool 100,000 accelerators, or maybe even 1 million of them in a few years, in a single location to run an AI model, you have to start thinking about the unthinkable if you also want to use carbon-free juice to power your AI ambitions. …
The concrete has been poured and the first containers that will house the exascale-class “Jupiter” system at Forschungszentrum Jülich in Germany are being lifted into place for the modular datacenter that will be the home of the massive machine. …
Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
Three years ago, thanks in part to competitive pressures as Microsoft Azure, Google Cloud, and others started giving Amazon Web Services a run for the cloud money, the growth rate in quarterly spending on cloud services was slowing. …
It would be hard to pick a worse time to not have an XPU offload engine that can do lots of matrix math at mixed precision and that can ship in volume. …
More than a decade ago, executives at Arm Ltd saw the energy costs in datacenters soaring and sensed an opportunity to extend the low-power architecture of its eponymous systems-on-a-chip that has dominated the mobile phone markets from the get-go and took over the embedded device market from PowerPC into enterprise servers. …
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
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