Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
…Marvell ended the quarter with $2.64 billion in cash and equivalents and a mere $4.47 billion in debt. That is a pretty good balance sheet, and we suspect it will…
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If You Can Make A Compute Engine, You Can Sell A Compute Engine
…percent to $3.65 billion in our model, and based on hints that Su & Co gave out on the call, we think sales to hyperscalers and clouds represented 76.2 percent of…
Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
…standing in the Amazon (the river, not the bookseller and cloud utility). So Nvidia had to moooooooove. . . . Hence, the dramatic $20 billion acquihire of Groq, which could not be an outright acquisition…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…We have an opportunity to do that.” That will come in a few ways with the help of Nokia, a Finnish company that Nvidia is investing $1 billion in. Nokia will incorporate…
Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
…Microsoft as well as Tier 2 cloud service providers, with powerful – and expensive – accelerators and massive large language models like Meta’s Llama with 405 billion parameters . But that’s beginning to…
Nvidia Extends Its Grip On The AI Datacenter Outwards
…One that a hyperscaler or a cloud builder could do in recent years, and maybe AI model builders are crafting behind the scenes at this moment. Nvidia, which has a damned near…
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…The latest funding round brings its total cash haul to $1.48 billion since its founding, and given that Nvidia is paying $20 billion to acquire Groq , it is hard to say…
NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine
…This doesn’t seem unreasonable for a Maverick-2 chip that weighs in at 54 billion transistors at 5 nanometer processes from Taiwan Semiconductor Manufacturing Co. If you do a 14 by…
Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching
CONNECT Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching By virtue of its $6.9 billion acquisition of Mellanox Technologies completed in early 2020 , Nvidia became a seller of…
Not So Fast On That Charge For 800 Volt Datacenter Power
…At a datacenter event in Buffalo, New York, Schneider Electric’s cloud and service provider technical and solutions director Rob Bunger explained that conventional in-rack power is at 48 volts, which…