The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
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. …
Everybody wants to get rich in AI these days, and if you can’t do it by investing in the compute engine makers or the hyperscalers and cloud builders, then the next best thing to put your money into is probably some form of optical I/O. …
Supercomputer interconnects have not been this exciting in a long time, but the confluence of forces have come together to put high speed, low latency networks at the forefront of systems architecture. …
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. …
Welcome to the second part in our series of chats with J Metz, chair of the Ultra Ethernet Consortium. …
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. …
For most of the history of high performance computing, a supercomputer was a freestanding, isolated machine that was designed to run some simulation or model and the only link it needed to the outside world was a relatively small one to show some visualization. …
With the bottlenecks between compute engines, their memories, and their networking adapters growing larger with each passing generation of AI machinery, there has never been a more pressing need to shift away from copper and towards optics in datacenter systems. …
As the last several years have shown, scaling up AI systems to train larger models with more parameters across more data is a very expensive proposition, and one that has made Nvidia fabulously rich. …
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