AI Servers Finally Dominate Dell’s Systems Business
…six, or seven points is pretty good in a world where the big original design manufacturers (ODMs) like Quanta Computer and Foxconn will do it for three points. Buy American is worth…
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Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
…Taiwan Semiconductor Manufacturing Co, which is making compute and switching engines, and Nvidia, which has the lion’s share of compute and a big share of networking for clusters supporting AI workloads…
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
…To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a…
Microsoft Committed To Doubling AI Infrastructure In Two Years
…September 2020 Microsoft had inked a deal with OpenAI for an exclusive license to OpenAI models (including access to source code) in exchange for big investments and what we presume were access…
IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
…IBM is looking way out into the future with this deal, and it will not have a material impact for a while on Big Blue’s software business. The Red Hat business…
Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too
…What we need is Infinity Fabric that spans datacenters, gluing them together into massive compute complexes that can hold hundreds of thousands to millions of GPUs or XPUs in a single cluster…