PARTNER CONTENT Since OpenAI first released ChatGPT into the world two years ago, generative AI has been a playground mostly for GPUs and primarily those from Nvidia, even though graphics chips from others and AI-focused silicon have tried to make their way in. …
Intel was the first of the major CPU makers to add HBM stacked DRAM memory to a CPU package, with the “Sapphire Rapids” Max Series Xeon SP processors. …
When Fidelma Russo looks at Hewlett Packard Enterprise’s GreenLake, she sees a rapidly expanding platform that like others is trying to keep pace not only with the growing demands of organizations that are continuing to adopt the cloud but also are looking for ways to bring in and deploy emerging AI technologies. …
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. …
Sponsored Feature Arm is starting to fulfill its promise of transforming the nature of compute in the datacenter, and it is getting some big help from traditional chip makers as well as the hyperscalers and cloud builders that have massive computing requirements and who also need to drive efficiency up and costs down each and every year. …
Generative AI is still very much an emerging technology and it’s morphing and evolving rapidly, as is illustrated with the trend toward agentic AI, which we’ve written about previously. …
Think of it as the ultimate offload model.
One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free. …
It is beginning to look like chip maker Intel hit the bottom in its products and foundry businesses in the second quarter of this year and that revenues are slowly – we won’t go so far as to say surely – improving. …
The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines from Intel, AMD, and Nvidia for its server fleet. …
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