… This competition is healthy, and will help drive the innovation that will keep driving the cost of AI processing – particularly AI inference processing – down and down and down until, at some point in the future, it will normalize at a price that doesn’t seem extreme compared to what it has cost in… …
… The competition is now focusing on access to devices as much as it ever did on feeds, speeds, and price. …
… The hyperscalers and the cloud builders can afford to make their own CPUs and their own AI XPUs, and they can pay the iron price – hell, the gold price – for HBM memory or CoWoS-L packaging or whatever they need to make an accelerator that is definitely less expensive than paying for a “Blackwell” … …
… We have adopted an agile pricing posture with price adjustments across the entire portfolio with shorter quote commitment cycles. We have amended our quoting terms with a right to reprice existing orders for commodity cost increases between quoting and shipment. …
…The broad reach AI has throughout an enterprise has Cisco, like its competitors, putting pieces in place to ensure its technologies reach every area, and that was on display during the first…
… DRAM main memory and flash memory prices are going nuts as the hyperscalers, cloud builders, and AI model builders are trying to get hefty configurations to drive the performance of their expensive GPUs and XPUs. …
CLOUD Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF Broadcom’s $69 billion acquisition of virtualization pioneer VMware in late 2023 sent ripples through the tech industry that unsurprisingly focused on the skyrocketing price increases of as much as 300 percent to more than 1,000 percent… …
… Albeit at an attractive price, I suspect. …
… TPM: Isn’t price the fourth factor? Praveen Vaidyanathan: Price is a different conversation. …
… Here is a companion table that adds street pricing, as much as we can ascertain it, and does some price/performance analysis: As you can see, the A2 is not a speed demon, but it does have a relatively low price and a very low wattage and even a small form factor size of a half height, half length c… …