We Need Servers – Lots Of Servers. . . .
…Nvidia will be hit the hardest, but many OEMs and ODMs, countless chip suppliers, all the clouds big and small, up and down the value chain, will take their own hits. The…
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Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
…Here are the feeds and speeds of the R200 and the LP30 chips: A fuller comparison would take into account the full memory hierarchy of these systems, including flash and main memory…
Compute And Memory Price Hikes Drive IT Spending Way Higher
…This is obviously a big change, and it is being driven mostly by the vast investments in AI training and inference systems, mostly by the hyperscalers, cloud builders, and AI model makers…
Scaling The Storage Pyramid With Micron’s Datacenter Memory And Flash
…Our company is at the forefront of HBM innovation, continuously advancing our technology to provide higher capacities, increased bandwidth, and optimized power efficiency. We are committed to enabling AI, cloud computing, and…
Riding The Memory Boom And Trying To Avoid The Bust
…The new Micron business units that comprise the datacenter business are the Cloud Memory and Core Datacenter units, and together, these units had $13.44 billion in sales, up 181.3 percent…
Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
…Given the shortages in the IT industry for all kinds of components, Arista has visibility into its hyperscaler and cloud builder customers, and not because these customers are generous with their capacity…
Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool
…And if they need rackscale nodes for training, they can – and often do – rent them from a big cloud builder or a neocloud. This need to stay on premise for production inference…
Nvidia Brings The Power Of Open Source AI Models To Quantum Computing
…and Solvers for hybrid algorithms – and cuQuantum for GPU accelerated simulation for CUDA-Q and other frameworks to NVQLink ( unveiled late last year ) for low-latency interconnectivity between quantum chips and GPUs…
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