With RISC-V International, the body controlling the RISC-V instruction set, located in Switzerland for the past five years, RISC-V now has just as much right to call itself indigenous to Europe as does Arm Ltd, the British chip company that finds itself on the other side of the English Channel after the Brexit break up and that is still around 90 percent owned by Japanese conglomerate SoftBank. …
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …
As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install. …
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. …
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