It’s January: Datacenter Compute Rumors And Moves
As one year ends and another begins, this is often the time when people change jobs and companies change strategies. …
As one year ends and another begins, this is often the time when people change jobs and companies change strategies. …
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. …
UPDATED With its Graviton 4 homegrown Graviton 4 Arm server processors, Amazon Web Services has put into the field a CPU that can compete with all but the toppest of bin parts from AMD for X86 CPUs and Ampere Computing and Nvidia for Arm CPUs, and it is driving price/performance that will in turn drive their adoption for Amazon’s various business units and for its IT infrastructure rental customers on AWS. …
The Texas Advanced Computing Center at the University of Austin is the flagship datacenter for supercomputing for the US National Science Foundation, and so what TACC does – and doesn’t do – is a kind of bellwether for academic supercomputing. …
With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …
There have been rumors that either Arm Ltd or parent company and Japanese conglomerate SoftBank would buy British AI chip and system upstart – it is no longer a startup if it is eight years old – Graphcore for quite some time. …
UPDATED: Mea culpa. Due to an error in calculating the performance of the Graviton 4, we wrongly asserted that the price/performance of these chips was worse than, not better than, that of the Graviton 3. …
Designing chips and shepherding them through the foundry and package and assembly is a complex and difficult process, and not having these skills at a national level has profound implications for the competitiveness of those nations. …
There are many things that are unique about Nvidia at this point in the history of computing, networking, and graphics. …
More than a decade ago, executives at Arm Ltd saw the energy costs in datacenters soaring and sensed an opportunity to extend the low-power architecture of its eponymous systems-on-a-chip that has dominated the mobile phone markets from the get-go and took over the embedded device market from PowerPC into enterprise servers. …
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