If you want to be in the DRAM and flash memory markets, you had better enjoy rollercoasters. Because the boom-bust cycles in these businesses are true white-knuckle events. Just as the GenAI market was having its ChatGPT mainstreaming moment in November 2022, the buildout in both personal and datacenter infrastructure …
$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 …
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 …
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. But that is precisely what GenAI has done for the …
AI projects don’t fail because models don’t work or GPUs lack performance. They fail because data can’t keep pace. Enterprise teams have foundation models working. They have GPU capacity. But when they try to scale AI across hybrid and multi-cloud environments, data becomes the bottleneck. Distributed data stays fragmented. Real-time …
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 …
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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 …
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 …
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 …
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 …
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