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Nvidia Rolls Out Blueprints For The Next Wave Of Generative AI

Hardware is always the star of Nvidia’s GPU Technology Conference, and this year we got previews of “Blackwell” datacenter GPUs, the cornerstone of a 2025 platform that includes “Grace” CPUs, the NVLink Switch 5 chip, the Bluefield-3 DPU, and other components, all of which Nvidia is talking about again this week at the Hot Chips 2024 conference.

Nvidia Rolls Out Blueprints For The Next Wave Of Generative AI was written by Jeffrey Burt at The Next Platform.

This AI Network Has No Spine – And That’s A Good Thing

When you are designing applications that run across the scale of an entire datacenter and that are comprised of hundreds to thousands of microservices running on countless individual servers and that have to be called within a matter of microseconds to give the illusion of a monolithic application, building fully connected, high bi-section bandwidth Clos networks is a must.

This AI Network Has No Spine – And That’s A Good Thing was written by Timothy Prickett Morgan at The Next Platform.

Supermicro Financials Get Better As The Company Gets Bigger

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.

Huawei’s HiSilicon Can Compete With Nvidia GPUs In China

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.

The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds

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.

AMD Breaks $1 Billion In Datacenter GPU Sales In Q2

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.

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