Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. As far as Gartner chief forecaster, John Lovelock, is concerned, we hit the peak GenAI …
COMMISSIONED: Among the many tough decisions IT leaders face is where to best host AI workloads. Whether you’re deploying traditional AI applications that predict supply chain performance or launching generative AI digital assistants that serve information to customers, the location options for such software are myriad. Yet the calculus has …
The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating to watch. GPT-4 training on the Azure cloud and released as an API chatbot in November 2022 has been the Bunker Hill of the GenAI revolution, and …
The University of Stuttgart’s High Performance Computing Center (HLRS) in Germany tapped Hewlett Packard Enterprise back in December 2023 to build a prototype hybrid CPU-GPU supercomputer nicknamed “Hunter” to pave the way towards an exascale-class machine it is budgeting to have installed in 2027 called “Herder.” The Hunter system is …
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 …
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 …
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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 …
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 …
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 …
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 …
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 …
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