It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. In 2024, according to CC Wei, chief executive officer of Taiwan Semiconductor Manufacturing Co, the overall industry, including making chip masks, etching logic wafers, and packing and testing finished chips, grew by …
AI agents are the latest evolution in the relatively short life span of generative AI, and while some organizations are still trying to figure out how the emerging technology fits in their operations, others are making strides into agentic AI. LangChain, the company behind the popular AI software framework of …
COMMISSIONED: As with any emerging technology, implementing generative AI large language models (LLMs) isn’t easy and it’s totally fair to look side-eyed at anyone who suggests otherwise. From issues identifying use cases that maximize business value to striking the right balance between hard-charging innovation and sound governance, companies face their fair …
Broadcom’s $61 billion acquisition of VMware in November 2023 and the subsequent changes to venerable virtualization company’s business model and pricing have rankled many long-time enterprise users, a situation that has been highly publicized despite assertions by Broadcom and VMware executives that such reports are little than FUD – short …
As one year ends and another begins, this is often the time when people change jobs and companies change strategies. So it is never much of a surprise to see key people in datacenter compute change jobs, seeking new opportunities and better strategies, or to hear about potential acquisition targets. …
Perhaps no document has ever had a more appropriate title than the “Interim Final Rule on Artificial Intelligence Diffusion” announced by the Biden Administration and the US Department of Commerce today. It would only be sillier if the document was written in Python – as in Monty Python. But AI …
If you want to be at the top of the food chain on Earth, as human beings have ascended to after millions of years of evolution, there are a bunch of things that you need to be able to do. One important one is to be able to take in …
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Transaction processing against relational databases may not be the focus of the datacenter, as it was when IBM created the first relational database and Oracle was founded to compete against it in the late 1970s. But transaction processing – counting the money that passes between customers and the companies that …
IT companies have spent billions of dollars creating ways to move data more efficiently and cheaply in an increasingly distributed world of on-premises datacenters, multiple clouds, and the edge. This has compelled the development of advanced protocols, interconnects, and fiber optics to grease the network skids and compression algorithms to …
COMMISSIONED: Retrieval-augmented generation (RAG) has become the gold standard for helping businesses refine their large language model (LLM) results with corporate data. Whereas LLMs are typically trained with public information, RAG enables businesses to augment their LLMs with context or domain specific knowledge from corporate documents about products, processes or …
The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. Imagine that you have a bunch of DDR5 memory chips that cost $70 a gigabyte to create a 256 GB memory stick that lays them out horizontally on a DIMM memory stick. Crank …
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. But given the fact that people can turn off server, storage, and networking capacity as easily as they can turn it on, predicting how much money the world will spend on …
For years, scientists in the field of molecular dynamics have been squeezed in their research. Traditional simulations that they have been using to track how atoms and molecules move through a system are limited in their accuracy. And recent efforts using machine learning have been tripped up by a lack …
COMMISSIONED AI and advanced storage systems ensure a smooth and profitable winter shopping season, so retailers don’t miss a beat during the holiday rush. As the clock strikes 12:01 a.m. on Black Friday, retailers everywhere unleash a frenzy of highly anticipated doorbuster deals. You jump online to snag the must-have …
The hyperscalers, cloud builders, HPC centers control the design and manufacturing of own AI infrastructure. They have big bucks, and they can afford to get exactly what they want. For the rest of the world, and particularly large enterprises who cannot afford to start from scratch and who want to …
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