AI
In GPU We Antitrust
With all of this chatter about China looking into possible violations of antitrust law by Nvidia, and regulators in both the United States and the European Union also having done the same, let’s play the “What if?” …
Nvidia
AI
Fat Server Spending Props Up Slowing AI Servers At Dell
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building those machines and making money is easy. …
HPC
HPE Upgrades Supercomputer Lineup Top To Bottom In 2025
If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there are not a lot of companies who have a balance sheet that is big enough to get all of the parts to build the machines. …
AI
Anthropic And OpenAI Show Why Musk Should Build A Cloud
If Amazon is going to make you pay for the custom AI advantage that it wants to build over rivals Google and Microsoft, then it needs to have the best models possible running on its homegrown accelerators. …
AI
Nvidia Datacenter Revenues Still Booming, “Blackwell” Platforms On Track
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
HPC
AMD Now Has More Compute On The Top500 Than Nvidia
There has been a lot more churn on the November Top500 supercomputer rankings that is the talk of the SC24 conference in Atlanta this week than there was in the list that came out in June at the ISC24 conference in Hamburg, Germany back in May, and there are some interesting developments in the new machinery that is being installed. …
AI
How Convenient: Every Country Needs AI Sovereignty
If you want to sell a lot of hardware to support AI workloads, then the best way to do that is to convince every country on Earth that AI is so important that they must have a lot of it within their borders. …
Store
We Can’t Get Enough HBM, Or Stack It Up High Enough
There are lots of ways that we might build out the memory capacity and memory bandwidth of compute engines to drive AI and HPC workloads better than we have been able to do thus far. …
Compute
Google Covers Its Compute Engine Bases Because It Has To
The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines from Intel, AMD, and Nvidia for its server fleet. …
AI
The Great Danes Get A Supercomputer For AI And Maybe HPC
To AI or to not AI, that is not even a question in 2024. …