Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? …
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …
The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating to watch. …
The first thing to note about the rumored “Stargate” system that Microsoft is planning to build to support the computational needs of its large language model partner, OpenAI, is that the people doing the talking – reportedly OpenAI chief executive officer Sam Altman – are talking about a datacenter, not a supercomputer. …
It is a strange time in the generative AI revolution, with things changing on so many vectors so quickly it is hard to figure out what all of this hardware and software and people-hours costs and what it might be worth when it comes to transforming, well, just about everything. …
There is more than one way to get to a large language model with over 1 trillion parameters that can do lots of different things and enterprises can use to create AI training and inference infrastructure to extend and enrich their thousands of applications. …
It would be hard to find something that is growing faster than the Nvidia datacenter business, but there is one contender: OpenAI. …
We learn a lot of lessons from the hyperscalers and HPC centers of the world, and one of them is that those who control their own software control their own fates. …
The question is no longer whether or not the “El Capitan” supercomputer that has been in the process of being installed at Lawrence Livermore National Laboratory for the past week – with photographic evidence to prove it – will be the most powerful system in the world. …
We could have a long, thoughtful, and important conversation about the way AI is transforming the world. …
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