Compute
The Server Recession Ends, And Both Intel And AMD Won
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
Compute
Custom Arm CPUs Drive Many Different AI Approaches In The Datacenter
Sponsored Feature Arm is starting to fulfill its promise of transforming the nature of compute in the datacenter, and it is getting some big help from traditional chip makers as well as the hyperscalers and cloud builders that have massive computing requirements and who also need to drive efficiency up and costs down each and every year. …
AI
Cisco Puts Big AI Infrastructure Into Small Packages
Generative AI is still very much an emerging technology and it’s morphing and evolving rapidly, as is illustrated with the trend toward agentic AI, which we’ve written about previously. …
AI
You Are Paying The Clouds To Build Better AI Than They Will Rent You
Think of it as the ultimate offload model.
One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free. …
Compute
Intel Takes The Big Restructuring Hits As It Looks Ahead
It is beginning to look like chip maker Intel hit the bottom in its products and foundry businesses in the second quarter of this year and that revenues are slowly – we won’t go so far as to say surely – improving. …
Compute
Google Covers Its Compute Engine Bases Because It Has To
The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines from Intel, AMD, and Nvidia for its server fleet. …
Compute
AMD Will Need Another Decade To Try To Pass Nvidia
Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been. …
Compute
HPC Gets A Reconfigurable Dataflow Engine To Take On CPUs And GPUs
No matter how elegant and clever the design is for a compute engine, the difficulty and cost of moving existing – and sometimes very old – code from the device it currently runs on to that new compute engine is a very big barrier to adoption. …
AI
System Spending Forecast Goes Through The Datacenter Roof
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
Cerebras Trains Llama Models To Leap Over GPUs
It was only a few months ago when waferscale compute pioneer Cerebras Systems was bragging that a handful of its WSE-3 engines lashed together could run circles around Nvidia GPU instances based on Nvidia’s “Hopper” H100 GPUs when running the open source Llama 3.1 foundation model created by Meta Platforms. …