Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova Systems (which Intel is rumored to have taken a run at late last year), Groq (just eaten by Nvidia for $20 billion), and Graphcore (eaten by SoftBank for $600 million a year and a half ago) as they compare against GPUs from Nvidia and AMD. …
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference was written by Timothy Prickett Morgan at The Next Platform.
When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the company had can’t meet an urgent need for compute. …
Some Game Theory On That Nvidia-Meta Platforms Partnership was written by Timothy Prickett Morgan at The Next Platform.
If you want to be in the DRAM and flash memory markets, you had better enjoy rollercoasters. …
AI Eats The World, And Most Of Its Flash Storage was written by Timothy Prickett Morgan at The Next Platform.
$230.70. That’s it.
If you take the $34.6 billion that Arista Networks has made in product revenue since it was founded way back in 2004 by Andy Bechtolsheim, David Cheriton, and Kenneth Duda and divide it by the 150 million cumulative ports that it has shipped (with the product ramp really starting in 2010 after the company dropped out of stealth mode in 2009) This is a remarkable number give the fact that Arista has tended to ship very expensive ports that often cost $1,000 or more without services on top of them. …
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027 was written by Timothy Prickett Morgan at The Next Platform.
It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one might say that it has taken particularly long for Cisco Systems, the dominant supplier of switching and routing in the enterprise and traditional telco/service provider spaces as well as a respectable systems supplier with over 90,000 customers using its UCS converged server-switch platforms. …
The Memory Crunch Pinches Cisco’s Profits was written by Timothy Prickett Morgan at The Next Platform.
It does not happen very often in the history of business that an orthogonal product is invented that almost immediately doubles the revenue pool of a market and has the prospect of tripling it over the next handful of years. …
Only A Few AI Platforms Can Survive was written by Timothy Prickett Morgan at The Next Platform.
AI projects don’t fail because models don’t work or GPUs lack performance. …
Attending GTC? Join Us For An Exclusive Roundtable Dinner On AI Data Platforms was written by Atul Chaudhary at The Next Platform.
In the modern AI datacenter – really, a data galaxy at this point because AI processing needs have broken well beyond the bounds of a single datacenter or even multiple datacenters in a region in a few extreme cases – has two pinch points in the network. …
Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out was written by Timothy Prickett Morgan at The Next Platform.
The NVIDIA GTC conference has a reputation for delivering announcements that reshape industry roadmaps. …
The Greatest AI Show On Earth was written by David Gordon at The Next Platform.
This is turning into a “dog bites man” story, but the forecasts for spending in the datacenter for this year keep going up and up, and a few days ago Gartner’s economists and prognosticators finished up their tea and looked at the leaves at the common of a cup through a polished crystal ball and predicted that datacenter spending this year would go up. …
Datacenter Spending Forecast Revised Upwards – Yet Again was written by Timothy Prickett Morgan at The Next Platform.