Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…If you wanted to get better balance on HBM capacity and bandwidth against the inherent compute in a socket, you might want to actually gear down the number of GPU chiplets, run…
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AI Will Soon Drive A Third Of TSMC’s Business
…HBM pricing now for future sales because, just like DRAM and flash, every time anyone looks, the price goes up. My advice is to stop looking. . . . Similarly, demand for the chip etching…
Dell Makes The Profits Up In Volume For Booming AI Servers
…Clearly, Nvidia has enough HBM memory and enough GPU chips to ramp Dell up. There may be a little wiggle room to push that even higher, but as far as we know…
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference
…Mashing Up ROM And SRAM, Ditching HBM And Crazy I/O Most good ideas seem obvious in hindsight, and creating a dataflow engine that can embody the weights and algorithms of an…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…There is still plenty of competition in the markets for CPUs, GPUs, and XPUs and the DRAM, HBM, and flash memory that they all depend upon despite the demand exceeding supply. The…
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…Oracle can do custom stuff, and often does, and says it the MI450 series version that has the most HBM capacity. So its OCI racks comprising this AI cluster, will be based…
Contemplating Meta’s Homegrown MTIA Compute Engine Roadmap
…Anyway, as you can see, the MTIA had one compute chip that had HBM3 controllers on it and two I/O chiplets, one top and one bottom, to hook out to the…
Rebellions AI Rings Up The Money To Rack Up AI Inference Systems
COMPUTE Rebellions AI Rings Up The Money To Rack Up AI Inference Systems While we are fond of compute engines, networking chips, and storage devices here at The Next Platform , what ultimately…
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