The Next Platform - The Next Platform
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. But given the fact that people can turn off server, storage, and networking capacity as easily as they can turn it on, predicting how much money the world will spend on …
Nvidia Unfolds GPU, Interconnect Roadmaps Out To 2027 - The …
Jun 2, 2024 · Nvidia will also kick out a higher radix Spectrum-X800 Ethernet switch in 2025, perhaps with six ASICs in the box to create a non-blocking architecture as has been commonly done with other switches to double up the aggregate bandwidth and therefore doubling up either the bandwidth per port or the number of ports in a switch.. In 2026, we see the “Rubin” R100 GPU, which was formerly called ...
IBM’s Red Hat Acquisition Will Pay For Itself By Early Next Year
Oct 24, 2024 · When the Red Hat acquisition was completed, the Red Hat systems software stack represented around 9.2 percent of 2019 overall “real” systems revenue at IBM, which is our estimate of sales of hardware, systems software, tech support, and financing relating to its System z and Power Systems lines.
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.
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 ...
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.
Nvidia Datacenter Revenues Still Booming, “Blackwell” Platforms …
Nov 21, 2024 · Jensen Huang, Nvidia co-founder and chief executive officer, put some color on this enormous demand. In addition to the “normal” scaling up of performance by adding GPUs to be able to process trillions of tokens across trillions of parameters, new foundation models are also doing more processing on their GPUs with post-training refinement learning with AI feedback using synthetic data.
HPE GreenLake Platform Gets Expanded Storage And Custom KVM …
Nov 21, 2024 · And it’s a crowded cloud world, with HPE competing with the likes of hyperscalers Amazon Web Services, Microsoft Azure, and Google Cloud Platform and other vendors, including IBM, Oracle, Dell Technologies, and Fujitsu, in a global cloud infrastructure services market that grew 23 percent year-over-year in the third quarter, with spending reaching $83.8 million.
Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal …
Aug 29, 2024 · [ December 19, 2024 ] Micron Is Fashionably Late To The HBM Party, But Not Too Late Store [ December 19, 2024 ] Cloud Spending Forecast Trimmed For This Year And Next Cloud [ December 19, 2024 ] Gordon Bell Prize Awarded To Molecular Dynamics-Quantum Mechanics Mashup On “Frontier” Supercomputer HPC
AMD Now Has More Compute On The Top500 Than Nvidia
Nov 18, 2024 · 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.