Compute
TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
AI
AI
Unstable Diffusion: Artificial Intelligence Meets Military Intelligence
Perhaps no document has ever had a more appropriate title than the “Interim Final Rule on Artificial Intelligence Diffusion” announced by the Biden Administration and the US Department of Commerce today. …
AI
How Long Before Broadcom Makes More AI Compute Engines Than Nvidia?
Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …
AI
HPE Walks Away From Risky $700 Million AI Deal
This probably happens more than we know, but sometimes OEMs and ODMs walk away from big deals because something is fishy. …
AI
The Datacenter Is The Accelerator
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. …
Compute
Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
AI
AMD ROCm 6.3 Has Goodies For AI Aficionados And HPC Gurus Alike
Speeds and feeds are great, but hardware is only as useful as the software that can harness it, and, for AMD, that’s the ROCm software stack. …
HPC
HPC Market Bigger Than Expected, And Growing Faster
As far as we have been concerned since founding The Next Platform literally a decade ago this week, AI training and inference in the datacenter are a kind of HPC. …
Connect
UEC Doesn’t Want To Kill InfiniBand, But It Wants Ethernet To Beat It
Welcome to the second part in our series of chats with J Metz, chair of the Ultra Ethernet Consortium. …
AI
The Collaboration That Will Drive Ethernet Into The HPC And AI Future
Any time you can get a lot of companies with very technically adept and strongly opinionated people to work together on a problem, or a set of problems, then you know for a fact that there is a real problem. …