AI
The Datacenter Is The Accelerator
There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …
Datacenter
Compute
AI Powerhouses Choose The Nuclear Option
When you need to provide electricity to power and cool 100,000 accelerators, or maybe even 1 million of them in a few years, in a single location to run an AI model, you have to start thinking about the unthinkable if you also want to use carbon-free juice to power your AI ambitions. …
HPC
Thinking Outside Of The Box With The Jupiter Supercomputer Datacenter
The concrete has been poured and the first containers that will house the exascale-class “Jupiter” system at Forschungszentrum Jülich in Germany are being lifted into place for the modular datacenter that will be the home of the massive machine. …
Compute
Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal Q4
Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
Compute
The Resurrection Of Intel Will Take More Than Three Days
Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
Cloud
AI Accelerates Cloud Revenues As Well As Cloud Investments
Three years ago, thanks in part to competitive pressures as Microsoft Azure, Google Cloud, and others started giving Amazon Web Services a run for the cloud money, the growth rate in quarterly spending on cloud services was slowing. …
Compute
Intel Hits Bottom In The Datacenter – Maybe
It would be hard to pick a worse time to not have an XPU offload engine that can do lots of matrix math at mixed precision and that can ship in volume. …
AI
Power Efficiency, Customization Will Drive Arm’s Role In AI
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. …
Compute
Mixed Results For The Datacenter Thundering Thirteen In Q4
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
Connect
How Long Until The ODMs Take Over Ethernet Switching?
For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …