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AWS Hedges Its Bets With Nvidia GPUs And Homegrown AI Chips

There was a time – and it doesn’t seem like that long ago – that the datacenter chip market was a big-money but relatively simple landscape, with CPUs from Intel and AMD and Arm looking to muscle its way in and GPUs mostly from Nvidia with some from AMD and Intel looking to muscle its way in. …

AWS Hedges Its Bets With Nvidia GPUs And Homegrown AI Chips was written by Jeffrey Burt at The Next Platform.

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Los Alamos Pushes The Memory Wall With “Venado” Supercomputer

Today is the ribbon-cutting ceremony for the “Venado” supercomputer, which was hinted at back in April 2021 when Nvidia announced its plans for its first datacenter-class Arm server CPU and which was talked about in some detail – but not really enough to suit our taste for speeds and feeds – back in May 2022 by the folks at Los Alamos National Laboratory where Venado is situated. …

Los Alamos Pushes The Memory Wall With “Venado” Supercomputer was written by Timothy Prickett Morgan at The Next Platform.

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Ampere Readies 256-Core CPU Beast, Awaits The AI Inference Wave

How many cores is enough for server CPUs? All that we can get, and then some. …

Ampere Readies 256-Core CPU Beast, Awaits The AI Inference Wave was written by Timothy Prickett Morgan at The Next Platform.

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Power Efficiency, Customization Will Drive Arm’s Role In AI

More than a decade ago, executives at Arm Ltd saw the energy costs in datacenters soaring and sensed an opportunity to extend the low-power architecture of its eponymous systems-on-a-chip that has dominated the mobile phone markets from the get-go and took over the embedded device market from PowerPC into enterprise servers. …

Power Efficiency, Customization Will Drive Arm’s Role In AI was written by Jeffrey Burt at The Next Platform.

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What Happens When Hyperscalers And Clouds Buy Most Servers And Storage?

We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time there was the beginnings of consolidation among the OEMs who created the servers and storage used by nearly all enterprises, including dot-com startups. …

What Happens When Hyperscalers And Clouds Buy Most Servers And Storage? was written by Timothy Prickett Morgan at The Next Platform.

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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. …

TSMC Will Have An AI Business Bigger Than All Of Intel Foundry was written by Timothy Prickett Morgan at The Next Platform.

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Meta’s Llama 3 AI Is Smart, But Who Is Going To Profit From It?

With large language models, bigger is better (and faster) but better is also better. …

Meta’s Llama 3 AI Is Smart, But Who Is Going To Profit From It? was written by Timothy Prickett Morgan at The Next Platform.

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AI At The Edge: From Theory To Practice

The Internet of Things (IoT) has shown significant growth and promise, with data generated by IoT devices alone expected to reach 73.1 zettabytes by 2025. …

AI At The Edge: From Theory To Practice was written by Timothy Prickett Morgan at The Next Platform.

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Sweetened IT Spending Forecast Is Not Precisely A GenAI Boom

Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …

Sweetened IT Spending Forecast Is Not Precisely A GenAI Boom was written by Timothy Prickett Morgan at The Next Platform.

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Sandia Pushes The Neuromorphic AI Envelope With Hala Point “Supercomputer”

Not many devices in the datacenter have been etched with the Intel 4 process, which is the chip maker’s spin on 7 nanometer extreme ultraviolet immersion lithography. …

Sandia Pushes The Neuromorphic AI Envelope With Hala Point “Supercomputer” was written by Timothy Prickett Morgan at The Next Platform.

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IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes

It has been quite a week for Hashi Corp, the company behind the open source Hashi Stack of systems software for creating and running modern, distributed applications. …

IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes was written by Timothy Prickett Morgan at The Next Platform.

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Intel Hits Bottom In The Datacenter – Maybe

It would be hard to pick a worse time to not have an XPU offload engine that can do lots of matrix math at mixed precision and that can ship in volume. …

Intel Hits Bottom In The Datacenter – Maybe was written by Timothy Prickett Morgan at The Next Platform.

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The Cutting Edge In Power Grid Management

Commissioned: Thanks to recent technological advancements, there are many different sources of electricity available which can help organizations address our growing demand for energy from power hungry devices such as electric vehicles while reducing their reliance on fossil fuels like petroleum, coal, and gas. …

The Cutting Edge In Power Grid Management was written by Timothy Prickett Morgan at The Next Platform.

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Building The Power Grid Of Tomorrow

The energy sector is undergoing a monumental shift as the power grid struggles to accommodate growing demand and the complexity of modern energy systems. …

Building The Power Grid Of Tomorrow was written by Timothy Prickett Morgan at The Next Platform.

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The Perfect AI Storage: Trino From Facebook And Iceberg From Netflix?

When it comes to solving data analytics problems at scale, it is tough to beat the hyperscalers. …

The Perfect AI Storage: Trino From Facebook And Iceberg From Netflix? was written by Timothy Prickett Morgan at The Next Platform.

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AMD Firing On All Compute Engine Cylinders

A few years ago, it was hard to imagine how AMD would have survived without re-entering the datacenter with its CPU and GPU compute engines. …

AMD Firing On All Compute Engine Cylinders was written by Timothy Prickett Morgan at The Next Platform.

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How To Make More Money Renting A GPU Than Nvidia Makes Selling It

It is not a coincidence that the companies that got the most “Hopper” H100 allocations from Nvidia in 2023 were also the hyperscalers and cloud builders, who in many cases wear both hats and who are as interested in renting out their GPU capacity for others to build AI models as they are in innovating in the development of large language models. …

How To Make More Money Renting A GPU Than Nvidia Makes Selling It was written by Timothy Prickett Morgan at The Next Platform.

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Supermicro Finally Mints Some Coin Peddling Rackscale Iron

With new generations of GPUs and other kinds of AI accelerators either shipping or soon to start shipping and new CPUs also soon to be available from Intel and AMD, and sales already at a historical high level at Supermicro, you might not be expecting for sales to bust through a whole new higher ceiling starting in the next quarter. …

Supermicro Finally Mints Some Coin Peddling Rackscale Iron was written by Timothy Prickett Morgan at The Next Platform.

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AI Accelerates Cloud Revenues As Well As Cloud Investments

Three years ago, thanks in part to competitive pressures as Microsoft Azure, Google Cloud, and others started giving Amazon Web Services a run for the cloud money, the growth rate in quarterly spending on cloud services was slowing. …

AI Accelerates Cloud Revenues As Well As Cloud Investments was written by Timothy Prickett Morgan at The Next Platform.