The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… Chip maker Marvell, which like Nvidia has essentially become an AI datacenter company, is the latest to get a $2 billion investment from Big Green. …
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AI-Driven CPU Shortage Saves Intel’s Financial Cookies
… And that means CPU content per AI system is on the rise at the same time that the number of AI systems and the aggregate amount of investment in them is also on the rise. …
Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching
… The investments in these two companies is not, like so many deals we see these days, Nvidia buying stock, and there is not an 8-K filing from the US Securities and Exchange Commission from any of these three companies out yet to detail exactly what the investment is in either Lumentum and Coherent. …
CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design
CLOUD CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design Meta Platforms has aspirations to be one of the big AI model builders and to push the state of the art to “superintelligence,” under the impression that it can sell access to personal AI agents to its more than 1 billi… …
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
… She called them “backroom deals,” pointing out that among those helping to make the decision on how the money was distributed was Dario Gil, a 22-year IBM veteran who now is undersecretary for science at the DOE. “I do not question the legitimacy of any of these companies or our government’s need t…
For Enterprises, GPUs Need Virtualization As Much As CPUs Ever Did
… Longer term customers would have to consider whether a capricious Broadcom was the best base for their AI ambitions. When it comes to AI, Ramaswami distinguished between AI on Nutanix, and AI in Nutanix. “The biggest impact that AI has had for us has been engineering,” he said. …
Oracle’s Financing Primes The OpenAI Pump
… It may have to wait for years four or five and beyond to see deep profits from its AI hardware investments. But after that, it has a vast network of AI capacity to sell to OpenAI, or any other model builder, or its enterprise customers base. …
Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems
… The latter is a private investment firm that has Donald Trump Jr as a partner. MediaTek, which is a chip maker based in Taiwan, had to disclose to the Taiwanese regulators that it has invested $90 million in Ayar Labs this time around. …
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
… Only the big can afford to get further embiggened. . . . We only care about those businesses inasmuch as they give Google the data on which to train models and the money to afford to be a cloud provider and a model builder as well as what is arguably the largest user of GenAI on the planet. …