… AMD and Meta Platforms have been working with OpenAI on the “Helios” double-wide AI rack design as a counter to Nvidia’s NVL72 form factor, and Arista is one of the potential switch suppliers for the Ethernet Scale Up Network ESUN alternative to NVSwitch for memory coherent switching between XPU ac… …
… Two out of the six XPUs makers should be Amazon Web Services with its Trainium4 due at the end of this year but probably installing in volume in 2027 and Meta Platforms with its MTIA 500 also due in 2027. …
… 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,… …
… IBM sees it as a “blueprint for the future of computing, but one that is meant to show compatibility and complementarity with what exists,” Jerry Chow, IBM Fellow and chief technology officer for QSCS at Big Blue, tells The Next Platform . “Quantum and HPC need to come together, and there are all k… …
… As part of the recent TPU 8 announcements last week , where Google announced a TPU 8i tailored for inference and a TPU 8t aimed at training, I said we would circle back and take a look at the new Boardfly configuration of the Inter-Chip Interconnect that Google invented to cluster together its TPU … …
… But this makes sense despite the area-to-beachfront issue I raised above. Using small chiplets for anything increases yields like crazy, but it also increases power consumption because of the chip-to-chip interconnects. …
… As you well know, AMD has been working with Meta Platforms on the Open Rack Wide v3 specification, a double-wide rack that AMD calls “Helios” and that is the platform for delivering rackscale compute based on the “Altair” MI400 series GPU accelerators . …
… Broadcom makes Google’s TPUs and now also TPU racks for Anthropic, and is the manufacturer of the MTIA XPUs from Meta Platforms as well. The rumor is that ByteDance and Apple are two other big XPU customers, and there is now a sixth, with OpenAI using Broadcom to shepherd its “Titan” XPU to market. …
… Nvidia Mostly Owns Training, And Can Compete On Inference These roadmaps are important to the OEMs and ODMs that convert Nvidia’s technology into the systems that run AI training and inference for the vast majority of the world. …
… NVQLink is capable of moving terabytes of data to and from quantum hardware the thousands of times every second needed for quantum error correction.” Foundational to is CUDA-Q, Nvidia’s quantum-classical computing platform, Using the two together will let researchers do more than error correction, … …