Some Game Theory On That Nvidia-Meta Platforms Partnership
…Meta Platforms is a little different among the hyperscalers and the model builders in that is it not just adding AI to search or making generic and powerful models that can compete…
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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…
Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time
…In the meantime, AI datacenters need more density in their networks and they need optics that are denser than the SFP, QSFP, and OSFP pluggable modules that have dominated the datacenter for…