AI
Dell’s AI Server Business Now Bigger Than VMware Used To Be
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
AI
AI
Reduce Manual Effort, Achieve Better Coverage With AI And Formal Techniques
PARTNER CONTENT Given the size and complexity of modern semiconductor designs, functional verification has become a dominant phase in the development cycle. …
AI
Interview: Post-Earnings Insight With Nvidia CFO Colette Kress
After Wall Street closed the markets for the day and Nvidia reported its financial results for the second quarter of fiscal 2025, we had the opportunity to chat with Colette Kress, chief financial officer of the accelerated computing giant. …
AI
Arista Banks On The AI Network Double Whammy
Current AI training and some AI inference clusters have two networks. …
AI
Why AMD Spent $4.9 Billion To Buy ZT Systems
If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …
AI
Huawei’s HiSilicon Can Compete With Nvidia GPUs In China
Each time that the United States has figured out that it needed to do export controls on massively parallel compute engines to try to discourage China from buying such gear and building supercomputers with them, it has already been too late to have much of a long term effect on China’s ability to run the advanced HPC simulations and AI training workloads that we were worried would be enabled by such computing oomph. …
AI
Mastering The AI Terrain: Why Optimal Storage Is Essential For Competitive Edge
COMMISSIONED Enterprises adopting AI to stay competitive must tailor AI models to their needs. …
AI
GenAI Only As Good As Its Data And Platforms
COMMISSIONED: Whether you’re using one of the leading large language models (LLM), emerging open-source models or a combination of both, the output of your generative AI service hinges on the data and the foundation that supports it. …
AI
AMD Breaks $1 Billion In Datacenter GPU Sales In Q2
As expected, AMD has once again raised its forecast for sales of its Instinct MI300 series GPUs, and as it has broken through $1 billion in revenues for its “Antares” line of compute engines in the second quarter, it is now expecting to surpass $4.5 billion in sales of these devices for all of 2024. …
AI
So Who Is Building That 100,000 GPU Cluster For xAI?
The companies under the control of Elon Musk – SpaceX, Tesla, xAI, and X (formerly known as Twitter) – all need a hell of a lot of GPUs, and all for their own specific AI or HPC projects. …