AI
No Slowdown At TSMC, Thanks To The AI Gold Rush
With a near monopoly on advanced chip manufacturing and packaging, it is no wonder that during the AI boom that the world’s largest foundry is not only making money. …
compute
Compute
Datacenter Infrastructure Spending Is Up, And Forecasts Are Even Higher
The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …
Connect
Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028
Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …
Compute
Can Marvell Profit As It Tries To Triple Its Business By 2028?
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
AI
The AI Wave Finally Starts Lifting Dell And HPE
It is beginning to look like the Dell Technologies and Hewlett Packard Enterprose, the world’s two biggest original equipment manufacturers, are finally going to start benefitting from the generative AI wave, mainly because they are finally getting enough allocations of GPUs from Nvidia and AMD that they can start addressing the needs of customers who don’t happen to be among the hyperscalers and largest cloud builders. …
Compute
AI To The Rescue For Server And Storage Spending In Q1
Here’s a fun question and don’t cheat by asking ChatGPT. What is more valuable, an ounce of gold or an ounce of an Nvidia “Hopper” H100 GPU accelerator? …
Compute
Dell Gives A Second Opinion On Enterprise IT Spending
Like many of you, we are trying to find out what the heck is really going on in the global economy. …
Compute
Compute Is Easy, Memory Is Harder And Harder
What good is a floating point operation embodied in a vector or matrix unit if you can’t get data into fast enough to actually use the compute engine to process it in some fashion in a clock cycle? …
Compute
The Bellwethers Of Enterprise IT Spending Fare Reasonably Well
If you want to figure out what is going on with spending on the corporate datacenters of the world, a good place to start is to examine the financial results of Hewlett Packard Enterprise and Dell Technologies, which are still the two largest original equipment makers for servers in the world. …
Cloud
Nothing Cloudy About The Outlook For Infrastructure Spending
Here is a question for you: If hypervisors are going to eventually be offloaded to a DPU attached to the server node by a PCI-Express link, is the server considered bare metal or virtualized? …