Compute Some Game Theory On That Nvidia-Meta Platforms Partnership When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the company had can’t meet an urgent need for compute. …
… But one thing for sure is what Lisa Su said at the end of the call: “We are making a big bet on Meta, and Meta is making a big bet on AMD.” gpu rackscale nvidia mi455x mi450 mi400 meta platforms helios rubin compute blackwell amd
… What is clear is that the compute to SRAM ratio on the WSE-3 waferscale processors is wrong for low latency inference. There are two ways to fix this. Shrink the process, cut back on the compute, and jack up the SRAM. …
… But with the current costs of a rack of Grace-Blackwell compute and the expected – and much higher – cost of a rack of future Vera-Rubin compute, the cash coming in is adding up to the cash being invested in the chippery ecosystem by AI industry juggernaut Nvidia. …
… And in the GenAI boom, Meta Platforms has not shied away from renting compute capacity from others. …
CONNECT Custom Compute Engine Biz Growing More Than Marvell Ever Hoped When we look back on it several years from now, three acquisitions will have been key in making Marvell a datacenter player that can compete against rival Broadcom in bringing custom compute engines and networking to AI workload… …
… But, alas, for the spine of the memory fabric of an AI cluster – the top-most layer in the network – there is not a lot of reason to change it very often, and in fact, Google has a 3D torus network to gang up 9,216 of its “Ironwood” TPU v7p compute engines into a shared memory domain and, with the … …
Compute Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. …
… When you think about the margin profile of a hyperscaler, you have got to remember this: The AI accelerator piece, but there’s compute, there’s storage. …
… At that point, Big Larry might decide to be a model builder itself and take on OpenAI, much as it took on IBM in the relational database technology that Big Blue invented. Why not? It will have an enormous fleet of tensor compute. stargate oci oracle openai compute