Current AI training and some AI inference clusters have two networks. …
Arista Banks On The AI Network Double Whammy was written by Timothy Prickett Morgan at The Next Platform.
It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …
Supermicro Financials Get Better As The Company Gets Bigger was written by Timothy Prickett Morgan at The Next Platform.
COMMISSIONED On a bustling factory floor, an advanced AI system orchestrates a symphony of robotic arms, each performing its task with precision. …
Building Blocks of AI: How Storage Architecture Shapes AI Success was written by Timothy Prickett Morgan at The Next Platform.
If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …
Why AMD Spent $4.9 Billion To Buy ZT Systems was written by Timothy Prickett Morgan at The Next Platform.
Like many other suppliers of hardware and systems software, Cisco Systems is trying to figure out how to make money on the AI revolution. …
AI Pervades The Cisco Stack, But Is Only Starting To Drive Sales was written by Timothy Prickett Morgan at The Next Platform.
We were away on vacation at a lakeside beach in northern Michigan when we caught the news that the UK government was pulling the plug on a plan for an exascale supercomputer to be installed at the EPCC at the University of Edinburgh. …
Why The UK Should Have Its Own Exascale AI/HPC Machine, And How was written by Timothy Prickett Morgan at The Next Platform.
Each time that the United States has figured out that it needed to do export controls on massively parallel compute engines to try to discourage China from buying such gear and building supercomputers with them, it has already been too late to have much of a long term effect on China’s ability to run the advanced HPC simulations and AI training workloads that we were worried would be enabled by such computing oomph. …
Huawei’s HiSilicon Can Compete With Nvidia GPUs In China was written by Timothy Prickett Morgan at The Next Platform.
COMMISSIONED Enterprises adopting AI to stay competitive must tailor AI models to their needs. …
Mastering The AI Terrain: Why Optimal Storage Is Essential For Competitive Edge was written by Timothy Prickett Morgan at The Next Platform.
Here’s a question for you: How much of the growth in cloud spending at Microsoft Azure, Amazon Web Services, and Google Cloud in the second quarter came from OpenAI and Anthropic spending money they got as investments out of the treasure chests of Microsoft, Amazon, and Google? …
The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds was written by Timothy Prickett Morgan at The Next Platform.
COMMISSIONED: Whether you’re using one of the leading large language models (LLM), emerging open-source models or a combination of both, the output of your generative AI service hinges on the data and the foundation that supports it. …
GenAI Only As Good As Its Data And Platforms was written by Martin Courtney at The Next Platform.
Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
The Resurrection Of Intel Will Take More Than Three Days was written by Timothy Prickett Morgan at The Next Platform.
With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …
Ampere Arm Server CPUs To Get 512 Cores, AI Accelerator was written by Timothy Prickett Morgan at The Next Platform.
As expected, AMD has once again raised its forecast for sales of its Instinct MI300 series GPUs, and as it has broken through $1 billion in revenues for its “Antares” line of compute engines in the second quarter, it is now expecting to surpass $4.5 billion in sales of these devices for all of 2024. …
AMD Breaks $1 Billion In Datacenter GPU Sales In Q2 was written by Timothy Prickett Morgan at The Next Platform.
The companies under the control of Elon Musk – SpaceX, Tesla, xAI, and X (formerly known as Twitter) – all need a hell of a lot of GPUs, and all for their own specific AI or HPC projects. …
So Who Is Building That 100,000 GPU Cluster For xAI? was written by Timothy Prickett Morgan at The Next Platform.
Commissioned: The importance of data has never been more salient in this golden age of AI services. …
Your AI Strategy Called: It Wants You To Free The Data was written by Timothy Prickett Morgan at The Next Platform.
For Mark Zuckerberg, the decision by Meta Platforms – and way back when it was still known as Facebook – to open much of its technology – including server and storage designs, datacenter designs, and most recently its Llama AI large language models – came about because the company often found itself trailing competitors when it came to deploying advanced technologies. …
For Meta Platforms, An Open AI Policy Is The Best Policy was written by Jeffrey Burt at The Next Platform.
Training AI models is expensive, and the world can tolerate that to a certain extent so long as the cost inference for these increasingly complex transformer models can be driven down. …
Stacking Up AMD Versus Nvidia For Llama 3.1 GPU Inference was written by Timothy Prickett Morgan at The Next Platform.
When you are International Business Machines and you do corporate IT deals in 185 countries around the world, political and economic uncertainty is always a problem. …
IBM Lays Its GenAI Foundation With Software And Services was written by Timothy Prickett Morgan at The Next Platform.
A scant three months ago, when Meta Platforms released the Llama 3 AI model in 8B and 70B versions, which correspond to the billions of parameters they can span, we asked the question we ask of every open source tool or platform since the dawn of Linux: Who’s going to profit from it and how are they going to do it? …
Meta Lets Its Largest Llama AI Model Loose Into The Open Field was written by Jeffrey Burt at The Next Platform.
SPONSORED POST: The rapid breakout of Artificial Intelligence is driving business opportunities across verticals – but there’s one sector for which AI presents some formidable challenges, and that’s the datacenter industry itself. …
AI Era Datacenters Need AI-Ready Ethernet Switching was written by Timothy Prickett Morgan at The Next Platform.