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. …
accelerator
AI
The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back
Every time Lisa Su, chief executive officer at AMD, announces a new Instinct GPU accelerator, the addressable market for AI acceleration in the datacenter seems to expand. …
Compute
Ampere Arm Server CPUs To Get 512 Cores, AI Accelerator
With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …
HPC
Top500 Supers: This Is Peak Nvidia For Accelerated Supercomputers
If high bandwidth memory was widely available and we had cheap and reliable fusion power, there never would have been a move to use GPU and other compute engines as vector and matrix math offload engines. …
Compute
TSMC Will Have An AI Business Bigger Than All Of Intel Foundry
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
Compute
The Tidal Wave Of Rising GPU TAM Raises All Boats
The world has gone nuts for generative AI, and it is going to get a whole lot crazier. …
Compute
Nvidia Pushes Hopper HBM Memory, And That Lifts GPU Performance
For very sound technical and economic reasons, processors of all kinds have been overprovisioned on compute and underprovisioned on memory bandwidth – and sometimes memory capacity depending on the device and depending on the workload – for decades. …
Compute
OpenAI To Join The Custom AI Chip Club?
It would be hard to find something that is growing faster than the Nvidia datacenter business, but there is one contender: OpenAI. …
Compute
Nvidia Rounds Out “Ampere” Lineup With Two New Accelerators
In a world where GPUs have tens of billions of transistors and chip manufacturing techniques are costly and yields are particularly tough because of the largesse of these devices, every chip that comes of out the foundry is sacred. …
Compute
Before Long, Datacenter Will Be Nvidia’s Biggest Business
It is hard to remember sometimes way back when, in 2008, as Nvidia first took a stab at GPU compute in the datacenter with the original Tesla GPU accelerators and a very rudimentary CUDA programming environment for offloading parallel algorithms from CPUs to GPUs. …