Compute
The Road Ahead For Datacenter Compute Engines: The CPUs
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
AI
How Long Before Broadcom Makes More AI Compute Engines Than Nvidia?
Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …
Compute
Google Claims Quantum Error Correction Milestone With “Willow” Chip
There is no shortage of top-name – and even lesser known – companies pursuing the white whale of developing a quantum computer that can run workloads and solve problems that today’s most powerful classical computers simply can’t. …
AI
You Are Paying The Clouds To Build Better AI Than They Will Rent You
Think of it as the ultimate offload model.
One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free. …
Compute
Google Covers Its Compute Engine Bases Because It Has To
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. …
Cloud
Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds
It’s a multi-cloud world and one with a cloud infrastructure services market that is dominated by three large players. …
Cloud
The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds
Here’s a question for you: How much of the growth in cloud spending at Microsoft Azure, Amazon Web Services, and Google Cloud in the second quarter came from OpenAI and Anthropic spending money they got as investments out of the treasure chests of Microsoft, Amazon, and Google? …
AI
Lots Of Questions On Google’s “Trillium” TPU v6, A Few Answers
It has been more than a decade since Google figured out that it needed to control its own hardware fate when it came to the tensor processing that was going to be required to support machine learning algorithms. …
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
How To Make More Money Renting A GPU Than Nvidia Makes Selling It
It is not a coincidence that the companies that got the most “Hopper” H100 allocations from Nvidia in 2023 were also the hyperscalers and cloud builders, who in many cases wear both hats and who are as interested in renting out their GPU capacity for others to build AI models as they are in innovating in the development of large language models. …