Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud …
Apr 1, 2024 · The question is this: Will Microsoft keep investing vast sums in OpenAI so it can turn around and rent this capacity, or will it just stop screwing around and spend $100 billion on OpenAI (the company had a valuation of $80 billion two months ago) and another $110 billion or so more on infrastructure to have complete control of its AI stack.
The Next Platform - The Next Platform
Everybody wants to get rich in AI these days, and if you can’t do it by investing in the compute engine makers or the hyperscalers and cloud builders, then the next best thing to put your money into is probably some form of optical I/O.
Intel Shoots “Granite Rapids” Xeon 6 Into The Datacenter
Sep 24, 2024 · As we have pointed out many times, there are design wins and supply wins, and while prior generations of Xeons were clearly only supply wins, it is fair to say that both Sierra Forest and Granite Rapids are starting to get some design wins even if what Intel is selling is still due mostly to supply wins.
Google Covers Its Compute Engine Bases Because It Has To
Oct 31, 2024 · 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 ...
The Once And Future FPGA Maker Altera - The Next Platform
Feb 29, 2024 · Inspiring stuff! I guess one might imagine a future where all computing is FPGA-based, super-flexible, and instantly reconfigurable. Rather than a static arrangement of CPUs and GPUs, or a composable heterogeneous disaggregated system, one could have an array of rather potent FPGAs, and dynamically reconfigure them to …
Altera Is Being Realistic About FPGA Compute In The Datacenter
Sep 26, 2024 · Like many a decade ago, we were enthusiastic about the prospect of triple-hybrid systems in the datacenter. We were convinced that there was a place for CPUs, for GPUs, and for FPGAs in complex and high performance systems because each of these devices were really good at different things and because most application workflows had elements that fell cleaning into serial and parallel processing ...
AMD Turns The Screws With “Turin” Server CPUs
Oct 10, 2024 · Great analysis! These EPYC Zen Torinos do put a new stake in the ground in terms of bang-for-the-buck price/performance value proposition. If relative pricing had stayed at the Rome-Milan-Genoa level (say $250 / Rel Perf), then the story wouldn’t be as compelling, with a 3.5X price/performance improvement to Intel’s 2.6X — but Turin really pushes that envelope to a ground breaking 6.25X ...
Lots Of Questions On Google’s “Trillium” TPU v6, A Few Answers
Jun 10, 2024 · Our guess is that with the TPU v6, Google is going to actually raise the price of renting one of these devices by a little more than a factor of 2X and that the resulting Trillium instances will still offer more than 2.3X better bang for the buck than the TPU v5e instances on Google cloud and 3.4X better price/performance than the TPU v5p, which is a much heavier device more suitable for AI ...
How MCR Memory Can More Than Double HPC And AI Performance
Oct 4, 2024 · Intel recently demonstrated a new type of DIMM memory technology called Multiplexer Combined Rank (MCR), also referred to as MRDIMMs, that provides up to 2.3X better performance for HPC workloads and up to a 2X better on AI inference workloads in comparison to 5th Gen Intel Xeon processors, based on internal Intel analysis.
So Who Is Building That 100,000 GPU Cluster For xAI? - The Next …
Jul 30, 2024 · At the end of May, Andreessen Horowitz, Sequoia Capital, Fidelity Management, Lightspeed Venture Partners, Tribe Capital, Valor Equity Partners, Vy Capital, and Kingdom Holding (a Saudi royal family holding company) all kicked in $6 billion of Series B funding for xAI, bringing its total haul to $6.4 billion.