The generative AI revolution is making strange bedfellows, as revolutions and emerging monopolies that capitalize on them, often do. …
Key Hyperscalers And Chip Makers Gang Up On Nvidia’s NVSwitch Interconnect was written by Timothy Prickett Morgan at The Next Platform.
Aside from all of the buzz that optics get in datacenter networking, copper is still king of the short haul. …
With Thor 2, Broadcom Wants To Become The AI Network Adapter was written by Timothy Prickett Morgan at The Next Platform.
Several years ago, Subaru set a goal to stop fatal accidents involving its cars in 2030 and is leaning heavily on AI to reach the target. …
Subaru Drives Its EyeSight System Forward With AI Augmentation was written by Jeffrey Burt at The Next Platform.
For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …
Nvidia’s Enormous Financial Success Becomes . . . Normal was written by Timothy Prickett Morgan at The Next Platform.
Two Gordons loom large in the history of computing, and both made observations about the interplay of economics and technology and how they foster progress, which have both been enshrined as laws. …
Gordon Bell: A Giant Of Minicomputers, Unparalleled In Supercomputers was written by Timothy Prickett Morgan at The Next Platform.
No surprises here: Reviewing first quarter earnings calls of S&P 500 companies, London-based analytics firm GlobalData found that generative AI was a key point of discussion among a growing number of the public companies. …
Dell Wants To Help You Build Your AI Factory was written by Jeffrey Burt at The Next Platform.
Cloud is an attitude as much as it is a consumption model. …
Cloud Revenues Will Bust Through $1 Trillion Before Too Long was written by Timothy Prickett Morgan at The Next Platform.
Generative AI and the various capacity and latency needs it has for compute and storage is muscling out almost every other topic when conversations turn to HPC and enterprise. …
Companies Need On-Premise HPC – And For More Than AI, Too was written by Jeffrey Burt at The Next Platform.
If you look at the financial results for Cisco Systems over more than a decade, it is hard to tell one year from the other. …
Cisco Starts To See Signs Of Datacenter Spending Recovery was written by Timothy Prickett Morgan at The Next Platform.
If you stare at something for a little bit of time and let your mind wander, you can think of a new way to analyze something that you have looked at a bunch of times. …
Top500 Supers: Nvidia Utterly Dominates Those Shiny New Machines was written by Timothy Prickett Morgan at The Next Platform.
We think that waferscale computing is an interesting and even an inevitable concept for certain kinds of compute and memory. …
One Cerebras Wafer Beats An Exascale Super At Molecular Dynamics was written by Timothy Prickett Morgan at The Next Platform.
The difference between “high performance computing” in the general way that many thousands of organizations run traditional simulation and modeling applications and the kind of exascale computing that is only now becoming a little more commonplace is like the difference between a single, two door coupe that goes 65 miles per hour (most of the time) and a fleet of bullet trains that can each hold over 1,300 people and move at more than 300 miles per hour, connecting a country or a continent. …
To Exascale And (Maybe) Beyond! was written by Timothy Prickett Morgan at The Next Platform.
Very few organizations have enough iron to train a large language model in a reasonably short amount of time, and that is why most will be grabbing pre-trained models and then retraining the parameters in the models with much smaller datasets that are important to them. …
Japan Gets An LLM Compliments Of Fujitsu And RIKEN was written by Timothy Prickett Morgan at The Next Platform.
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. …
Top500 Supers: This Is Peak Nvidia For Accelerated Supercomputers was written by Timothy Prickett Morgan at The Next Platform.
Just about everybody, including Nvidia, thinks that in the long run, most people running most AI training and inference workloads at any appreciable scale – hundreds to millions of datacenter devices – will want a cheaper alternative for networking AI accelerators than InfiniBand. …
Greasing The Skids To Move AI From InfiniBand To Ethernet was written by Timothy Prickett Morgan at The Next Platform.
Today’s pace of business requires companies to find faster ways to serve customers, gather actionable insights, increase operational efficiency, and reduce costs. …
AI At The Edge Is Different From AI In The Datacenter was written by Timothy Prickett Morgan at The Next Platform.
A theme snaking its way through conversations these days about generative AI is the need for open source models, open platforms, and industry standards as ways to make the emerging technology more accessible and widely adopted by enterprises. …
Red Hat Saddles Up For The Wide Open GenAI Horizons was written by Jeffrey Burt at The Next Platform.
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.
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.
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.