The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
Supercomputer interconnects have not been this exciting in a long time, but the confluence of forces have come together to put high speed, low latency networks at the forefront of systems architecture. …
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there are not a lot of companies who have a balance sheet that is big enough to get all of the parts to build the machines. …
Welcome to the second part in our series of chats with J Metz, chair of the Ultra Ethernet Consortium. …
Any time you can get a lot of companies with very technically adept and strongly opinionated people to work together on a problem, or a set of problems, then you know for a fact that there is a real problem. …
For most of the history of high performance computing, a supercomputer was a freestanding, isolated machine that was designed to run some simulation or model and the only link it needed to the outside world was a relatively small one to show some visualization. …
No one like the R word, but we don’t shy away from data and calling it like we see it. …
Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …
Like many other suppliers of hardware and systems software, Cisco Systems is trying to figure out how to make money on the AI revolution. …
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