Designing Chips With The Cloud And Edge In Mind
…At the same time, Intel is looking to re-establish itself as the top chip maker after several years of stumbles, and those chips include GPUs – starting with Ponte Vecchio – and other…
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Broadcom May Become The Biggest Counterbalance To Nvidia
…do a lot of AI networking chip buying in Q4 F2025 precisely so it would counterbalance low AI XPU sales as its customers transition to new generations of compute engines throughout this…
Nvidia Extends Its Grip On The AI Datacenter Outwards
…Blackwell” B200 and B300 GPU accelerators and a judicious mix of NVSwitch memory interconnects, BlueField DPUs, and QuantumX InfiniBand or SpectrumX Ethernet scale out networks, plus the new STX flash storage layer…
The Twin Engine Strategy That Propels AWS Is Working Well
…The good news for Amazon is that it has built a large advertising business that can not only buy AI services from AWS as a showcase, but, we think, is so wildly…
How Sustainable Is This Crazy Server Spending?
…IBM is also seeing an uptick in with new Power11 and System z17 proprietary enterprise systems rolling out this year. IDC said that sales of servers with embedded GPUs grew by 49…
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…
We Need Servers – Lots Of Servers. . . .
…The market is utterly transformed, or rather, a new set of infrastructure suppliers have taken over AI system manufacturing and distribution and the venerable companies peddling systems of record – IBM, the various…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…MI325X GPU accelerators to deliver 256 GB of capacity. (That’s eight 4 GB devices glued vertically together at 32 GB per stack times eight stacks, one for each GPU chiplet.) AMD…
Riding The Memory Boom And Trying To Avoid The Bust
…As impossible as that may seem given the need for vector databases and KV cache servers in a new intermediate tier. Given this, those software-defined storage arrays that can do more…
The Second Time Will Be The IPO Charm For Cerebras
The Second Time Will Be The IPO Charm For Cerebras Waferscale chip pioneer and AI systems maker Cerebras Systems filed to go public back in September 2024 because it needed a Wall…