Intel has been pushing its two-core server CPU strategy for so long, in one form or another, that we have become accustomed to differentiating products the way Intel does and then try to figure out what workloads these chips might be useful for. …
Intel Is Still Struggling In The Datacenter, But It Could Get Better was written by Timothy Prickett Morgan at The Next Platform.
Meta Platforms is not happy just being the social network for the world anymore. …
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns was written by Timothy Prickett Morgan at The Next Platform.
The first company that can make a UALink switch with high radix – meaning lots of ports – and high aggregate bandwidth across those ports that can compete toe-to-toe with Nvidia’s NVSwitch memory fabric and NVLink ports is going to make a lot of money. …
Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch was written by Timothy Prickett Morgan at The Next Platform.
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. …
Is Nvidia Assembling The Parts For Its Next Inference Platform? was written by Timothy Prickett Morgan at The Next Platform.
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. …
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers was written by Timothy Prickett Morgan at The Next Platform.
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. …
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI was written by Timothy Prickett Morgan at The Next Platform.
As the year came to an end, we tore apart IDC’s assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the company’s reckoning of Ethernet switching and routing revenues. …
By Decade’s End, AI Will Drive More Than Half Of All Chip Sales was written by Timothy Prickett Morgan at The Next Platform.
AI is having a seismic impact on processes across all industries, speeding things up and driving costs down. …
Startup Quantum Elements Brings AI, Digital Twins To Quantum Computing was written by Jeffrey Burt at The Next Platform.
But virtue of its scale out capability, which is key for driving the size of absolutely enormous AI clusters, and to its universality, Ethernet switch sales are booming, and if the recent history is any guide, we can expect Ethernet revenues will climb exponentially higher in the coming quarters as well. …
Pushed By GenAI And Front End Upgrades, Ethernet Switching Hits New Highs was written by Timothy Prickett Morgan at The Next Platform.
In the early days of D-Wave’s history, the company made a decision to pursue annealing as its first technology to build a quantum computer because it promised to offer the fastest path to commercial quantum computing. …
D-Wave Makes Gate-Model Power Move With Quantum Circuits Buy was written by Jeffrey Burt at The Next Platform.