Comments on: Datacenter Infrastructure Report Card, Q3 2023 https://www.nextplatform.com/2023/12/18/datacenter-infrastructure-report-card-q3-2023/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 10 Jan 2024 18:40:16 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: HuMo https://www.nextplatform.com/2023/12/18/datacenter-infrastructure-report-card-q3-2023/#comment-217773 Tue, 19 Dec 2023 17:49:53 +0000 https://www.nextplatform.com/?p=143409#comment-217773 In reply to Carl Schumacher.

Right on! And with the exponential rate of adoption of the tech, the unfaithful day will come, rather sooner than later, when the excrutiating decision will have to be made, in one fell swoop, and without further ado, of whether to power the world’s entire genAI datacenter computational farms, or Tim’s fire-breathing nitro-fueled Dodge Challenger Hellcat Demon SRT Turbo rocket sled (or not!)! 8^p

]]> By: Hubert https://www.nextplatform.com/2023/12/18/datacenter-infrastructure-report-card-q3-2023/#comment-217758 Tue, 19 Dec 2023 10:39:33 +0000 https://www.nextplatform.com/?p=143409#comment-217758 Impressively insightful! The competition between Nvidia, AMD, and Intel is particularly superb. Nvidia’s been at the right place at the right time for a while and reminds me a bit of how Sun Microsystems surfed the dot-com bubble back in the days (strategically, and psychologically). Intel reminds me of where IBM was back then, maneuvering its massive enterprise to right itself into a winning tech posture (successfully). AMD may be where Intel was, fumigated by SUN’s early success, but constantly improving its product line and prices to retort in kind to the hockey-playing “bully” (Scott McNealy). (that’s how I remember those days, hazily!)

As a long time Lisper, I have to note a missing closing parenthesis at this point, right after: “Who owns who?” (good point though!).

Nvidia, IBM, and Microsoft, seem to be flying as high as a trio of kites in this analysis, with around 50% income share throughout, which is excellently steady. The networkers (Cisco & Arista) are also gliding along nicely it seems, with their steady 30% share, accompanied essentially by AWS and AMD. In OEMs, HPE, Dell, and Supermicro look like they’re enjoying a cool ride at around 10% share of income from revenue. Intel, as we know, is currently righting-itself and should be alright in no time flat as well.

But Google and Lenovo!? Jeez Louise! Something needs to happen to bring their datacenter businesses back in line with that of the other Thundering Thirteens. Too many expenditures (investments?)?

]]> By: Carl Schumacher https://www.nextplatform.com/2023/12/18/datacenter-infrastructure-report-card-q3-2023/#comment-217748 Tue, 19 Dec 2023 03:15:18 +0000 https://www.nextplatform.com/?p=143409#comment-217748 The above green hockey stick in data center revenue and operating income is reflected in a recent (Dec 15, 2023) Wall Street Journal article “AI Is Ravenous for Energy. Can It Be Satisfied?”. Subtitled “The revolution in artificial intelligence may soon require more electricity than all electric vehicles combined”…Reminds me that by the end of this year, Cape Cod MA (my new(ish)2me full-time $HOME), should have its first 5 of (eventually) 64 GE 13-MWatt windmills (Vineyard Wind 1) pumping power into the local grid && to pay homage our local world-class collection of Great Whites with a fitting metaphor, IF we keep plugging in H100s (etc) THEN “Were gonna’ need a bigger windmill!”

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