… By delivering excellence starting with the very infrastructure on which AI workloads run, we help AI natives ensure their investments drive the value they’re looking for, with reliable performance, flexibility, and scale. …
… The upshot is that if AWS wants to cover its Trainium and Graviton and Nitro costs, it is going to have to sell systems to the likes of Anthropic and OpenAI, with which it has a deal for 2 gigawatts of Trainium gear, ramping in 2027 and representing maybe $60 billion to $70 billion in datacenter co… …
… All of the big clouds and hyperscalers plus three of the four big GenAI model makers – OpenAI, Anthropic, and Meta Platforms – are all trying very hard to create their own custom AI XPUs so they can lower the cost per token for GenAI workloads running inference. xAI, the fourth indie model builder,… …
… In March 2022, Meta Platforms finally talked about how it was going to invest in A100 and H100 accelerators to build a fleet with over 500,000 H100 equivalents of performance , including two clusters with 24,576 GPUs each based on its Grand Teton server platforms – one using Ethernet from Arista Ne… …