Marvell Pivots To AI Silicon, Looks Poised To Profit
…The question is by how much, and how fast can it reach its stated goal of $8 billion in AI revenues by 2028, which we discussed at length back in June . It…
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IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
…HashiCorp which has $1.28 billion in the bank, yielding a net cost of around $6.4 billion when the deal gets done sometime before the end of the year if all…
Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises
…question is, how do you deploy the world's best models, where you need them with security and governance built in?” Dell laid out his company’s plan to answer that question…
Better AI Might Depend On The Data Infrastructure Getting Better First
…The first half of 2024 saw AI infrastructure investment hit $31.8 billion, according to IDC. In 2028, the research company expects full-year spending to exceed $100 billion as AI becomes…
Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time
…Nvidia also inked multi-billion dollar, multi-year supply agreements with these companies. And later in March, Nvidia inked a similar $2 billion deal with Marvell to add NVLink Fusion ports to…
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
…I think the meta question that you are asking is when we expect to see the ramp, and are we on track. Lisa showed the first silicon, we are right on track…
Some Game Theory On That Nvidia-Meta Platforms Partnership
…This one is a much bigger deal than Meta Platforms cut with Nvidia the last time this happened, worth tens of billions of dollars to Nvidia at the very least, plus whatever…
Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU
…What matters to Arm is that over 350 billion Arm chips have been shipped since Arm Holdings was spun out of Acorn all those years ago, and there are tens of billions…
Stop Measuring AI Training Costs In GPU Hours
…The real question isn't how much a GPU hour costs, so much as how many GPU hours it takes to complete a training run. That's what determines total cost of…
Nvidia NeMo Microservices For AI Agents Hits The Market
…their place as useful partners to what he said could be as many as a billion workers around the world. Nvidia’s NeMo microservices – which are deployed via Nvidia’s AI Enterprise…