AI-Driven CPU Shortage Saves Intel’s Financial Cookies
…AI systems probably represented somewhere around 57 percent of the total $5.05 billion in sales for the Data Center and AI group, which works out to $2.88 billion, while AI…
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Big Blue Poised To Peddle Lots Of On Premises GenAI
…Krishna said that cumulative AI consulting bookings since Q3 2023 were more than $10.5 billion and cumulative AI software bookings were more than $2 billion, for a combined more than $12…
So Far, Nobody Turns Tokens Into Money Like Nvidia
…This is true given the current state of AI and the current cost of processing tokens. No one said it would remain true forever. It probably won’t. But for right now…
Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises
…But now, AI is collapsing the cost and time to express your competitive advantage through software. So guess what? There's going to be way more software everywhere.” This is a position…
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…Add in the cost of the rack plus networking (some from AMD, such as the Pensando DPUs) and storage, you are probably talking $35 billion per gigawatt for the iron, with the…
Riding The Memory Boom And Trying To Avoid The Bust
…If you take this high-end and low-cost server memory out of the mix along with HBM, then the remaining DRAM business accounted for $8.99 billion in my model, up…
Microsoft Is More Dependent On OpenAI Than The Converse
…OpenAI must represent the largest part of Microsoft’s actual AI business, which means the other parts are small. And if Microsoft raises software prices to cover the cost of AI functions…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…A lot of AI inference will be done by CPUs. And that means there will be special cost-optimized CPUs from Intel, AMD, and Arm that are good at this agentic workflow…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…Through $45 Billion And Beyond Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. It…
Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching
…designing more advanced AI systems are so severe, and the need to eventually replace electrical circuits with optical ones are so acute, that Nvidia is shelling out $2 billion a pop to…