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. There is the …
The NVIDIA GTC conference has a reputation for delivering announcements that reshape industry roadmaps. At this year’s event, from March 16 to 19 in downtown San Jose, the AI community will converge to explore what comes next. The marquee event remains chief executive officer Jensen Huang’s keynote at SAP Center …
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 bottom of a cup through …
Like Google and Meta Platforms, Amazon knows exactly how to infuse AI into its business operations such as online retail, transportation, advertising, and even the Amazon Web Services cloud. Just like Google and IBM have been their own Customer Zero for AI efforts, Amazon has been learning how to use …
Here is how we know computing could eventually be a peer to energy, transportation, sustenance, and healthcare as a basic infrastructure need – and will be a bigger part of our lives in the future, if the hyperscalers and cloud builders have their way: The front loading of enormous capital …
Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell since early last year, were approved so that $360 million in Instinct GPU sales that were not officially part of the pipeline made their way onto the AMD books in Q4 …
If you want to test out an idea in HPC simulation and modeling and see how it affects a broad array of scientific applications, there is probably not a better place than the Texas Advanced Computing Center at the University of Texas. This is the where the flagship systems of …
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During his more than two decades with Nvidia, Rev Lebaredian has had a ringside seat to the show that has been the evolution of modern AI, from the introduction of the AlexNet deep convolutional neural network that made waves by drastically lowering the error rate at the 2012 ImageNet challenge …
SPONSORED CONTENT Physical AI and robotics are moving from the lab to the real world – and the cost of getting it wrong is no longer theoretical. With robots deployed in factories, warehouses, and public settings, large-scale simulation has become tightly coupled with real-world operations. Physical AI companies need new …
Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many things. But what it does not have is the cash generation and top-notch credit ratings to afford to build all of the datacenters …
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. And rather than providing the very detailed forecast that it did in its September forecast, which we covered here, Gartner has decided to …
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. But the number that jumped out to us when reviewing Microsoft’s second quarter of fiscal 2026, which ended in December, was that …
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as …
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. And that gives Microsoft two reasons to build a better Maia AI accelerator, which it has just announced that …
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, …
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those businesses are getting to the technology’s effect on cybersecurity, jobs, and the fear of disinformation and resulting distrust – it’s easy to forget its …
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