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Compute

GenAI Boom: Datacenter Spending Forecast Raised Again

January 23, 2025 Timothy Prickett Morgan 1

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. …

Compute

With Gelsinger Gone, Who Benefits From An Intel Break Up?

December 2, 2024 Timothy Prickett Morgan 15

We did not think that today we would be writing about Pat Gelsinger “retiring” from the company that he loves best and most. …

Compute

The Server Recession Ends, And Both Intel And AMD Won

November 12, 2024 Timothy Prickett Morgan 16

Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. …

Compute

AMD Will Need Another Decade To Try To Pass Nvidia

October 30, 2024 Timothy Prickett Morgan 5

Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been. …

AI

System Spending Forecast Goes Through The Datacenter Roof

October 28, 2024 Timothy Prickett Morgan 0

The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …

AI

AI Makes Liquid Cooling Normal – And Necessary – Again

October 17, 2024 Jeffrey Burt 0

All trends with AI point up and to the right, and usually pretty sharply. …

Compute

AMD Turns The Screws With “Turin” Server CPUs

October 10, 2024 Timothy Prickett Morgan 6

If you are looking to upgrade your X86 server fleet – and there is lots of chatter about how many enterprises as well as hyperscalers and cloud builders are in the financial mood to do that – then the good news is that both Intel and AMD have now rolled out the best serial compute engines they have ever fielded. …

Compute

Datacenter Infrastructure Spending Is Up, And Forecasts Are Even Higher

October 7, 2024 Timothy Prickett Morgan 1

The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …

Compute

How MCR Memory Can More Than Double HPC And AI Performance

October 4, 2024 Rob Farber 5

Intel recently demonstrated a new type of DIMM memory technology called Multiplexer Combined Rank (MCR), also referred to as MRDIMMs, that provides up to 2.3X better performance for HPC workloads and up to a 2X better on AI inference workloads in comparison to 5th Gen Intel Xeon processors, based on internal Intel analysis. …

Compute

Intel Shoots “Granite Rapids” Xeon 6 Into The Datacenter

September 24, 2024 Timothy Prickett Morgan 25

UPDATED: Intel has been talking about its “Granite Rapids” Xeon 6 processors for so long that it would be easy to forget that they have not yet been formally announced. …

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TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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