There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. Despite all the uncertainty, business is business, and the hyperscalers and cloud builders need to upgrade their networks and the neoclouds need …
As far as we can tell, the export controls on crippled GPU compute engines announced by the US Department of Commerce back in April have had a disproportionately hard impact on AMD compared to Nvidia, as far as we can tell. These controls did not affect AMD’s first quarter financial …
Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. But, Huang …
For decades, discussions around quantum computing has felt similar to family driving vacations, with someone in the back seat constantly asking “are we there yet?” And like those long drives, the answer usually has been “not yet, but soon,” with “soon” doing a lot of the work in the reply. …
Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. And the last …
Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. In the quarter ended in …
A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that built the largest social network in the world and that has open sourced a ton of infrastructure software as well as datacenter, server, storage, and switch designs, walks the talk …
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Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. The funny bit is that even though Google is not an IT supplier that is constantly chasing transactional business – people buying stuff right now because they need it now – …
It is a tumultuous time for any agency in the US government or any company or organization that depends on the US government for a sizable portion of its funding or revenue. The National Science Foundation is front and center on proposed cuts in spending by the Trump administration, and …
Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. And given the even worse state that Intel is in – generating less cash on lower sales and therefore making it that much harder to raise …
We don’t normally spend a lot of time writing about IBM mainframes, but these big iron systems drive a lot of transactions in the world – transactions flush with demographics and context that will feed into AI models – and will be doing native and integrated AI processing for the …
China has lots of coal but it does not have a lot of GPUs or other kinds of tensor and vector math accelerators appropriate for HPC and AI. And so as it has done with exascale-class HPC supercomputers, it is going to trade density and power efficiency for scale and …
Last year, amid all the talk of the “Blackwell” datacenter GPUs that were launched at last year’s GPU Technicval Conference, Nvidia also introduced the idea of Nvidia Inference Microservices, or NIMs, which are prepackaged enterprise-grade generative AI software stacks that companies can use as virtual copilots to add custom AI …
PARTNER CONTENT: “Developers have to build it, right, and their first concern is to make it work,” says CentML chief executive officer Gennady Pekhimenko. “After that, when it starts to work, it’s like, ‘OK, let’s deploy it.’ And that’s where, all of a sudden, they face challenges.” Launching a new …
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. And spending on chip manufacturing …
The AI boom has been very, very good to Taiwan Semiconductor Manufacturing Co, which is positioned to do well if Nvidia continues with its hegemony over AI training and inference or if the rebel alliance forms behind AMD or if the hyperscalers and cloud builders dedicate a substantial portion of …
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