OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet
OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet Sometimes, to solve a particular system architecture problem, you have to invent a new technology. …
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Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU
… Meta Platforms is the one hyperscaler that is not also a cloud, and given this, Meta Platforms has more degrees of freedom when it comes to CPUs, GPUs, XPUs, DPUs, and switch ASICs, and as a model builder that is also not a cloud, OpenAI has similar freedom. …
Not So Fast On That Charge For 800 Volt Datacenter Power
… The amount of kilowatts you're consuming and tokens you're generating will become much more efficient.” The myth that AI data centers, because they're liquid cooled, are consuming water, is “not true, you can avoid it and still have that efficient data center.” Though local communities are likely t…
Stop Measuring AI Training Costs In GPU Hours
… For more detailed calculations, cost comparisons, and references with real-world examples, check out the Nebius whitepaper on the economics of AI clusters . …
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
… And we are not sure how much Apples to Oracles comparisons are being made here. …
Nvidia Extends Its Grip On The AI Datacenter Outwards
… Nvidia still wants a software business in its P&L someday. power datacenter cooling ai dsx os nvidia Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 Nvidia Extends Its Grip On The AI Datacenter Outwards June 2, 2026 Dell Makes The Profits Up In Volume For Booming …
Compute And Memory Price Hikes Drive IT Spending Way Higher
… A lot of that spending, of course, is centered on the hyperscalers, cloud builders, and the big AI model builders, the latter of which – notably Anthropic and OpenAI, which are trying to go public this year – are now making direct investments in infrastructure as well as renting enormous amounts of… …
Building The Imperfect Beast
… The jump in performance of Mythos over Opus 4.6 on Humanity’s Last Exam perhaps not ironic, and not multiple choice but including problems models cannot solve and domain experts – meaning people – struggle with but can solve and on the Charxiv reasoning benchmark checks how models reason from chart… …
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
… There is a funny knee in the curve when running the InferenceX benchmark with the GPT-OSS 120B model from OpenAI as well, where the performance of an Nvidia Blackwell B200 and a SambaNova SN50 is the same, and then as the token generation rate per user is driven higher, the gap between the SN50 and… …
Contemplating Meta’s Homegrown MTIA Compute Engine Roadmap
… These DLRMs are very different animals than the large language models created by Google, OpenAI, and Anthropic, and they required very different hardware. …
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