AI
How Did DeepSeek Train Its AI Model On A Lot Less – And Crippled – Hardware?
Maybe they should have called it DeepFake, or DeepState, or better still Deep Selloff. …
Compute
Compute
Brad McCredie Is The Pedal To AMD’s Datacenter GPU Metal
Brad McCredie like engines, and more importantly, he likes to make them go fast. …
Compute
GenAI Boom: Datacenter Spending Forecast Raised Again
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. …
AI
OpenAI Declares Its Hardware Independence (Sort Of) With Stargate Project
The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating to watch. …
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. …
Compute
It’s January: Datacenter Compute Rumors And Moves
As one year ends and another begins, this is often the time when people change jobs and companies change strategies. …
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
In GPU We Antitrust
With all of this chatter about China looking into possible violations of antitrust law by Nvidia, and regulators in both the United States and the European Union also having done the same, let’s play the “What if?” …
Compute
Google Claims Quantum Error Correction Milestone With “Willow” Chip
There is no shortage of top-name – and even lesser known – companies pursuing the white whale of developing a quantum computer that can run workloads and solve problems that today’s most powerful classical computers simply can’t. …
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. …