Compute
The First AI Benchmarks Pitting AMD Against Nvidia
Rated horsepower for a compute engine is an interesting intellectual exercise, but it is where the rubber hits the road that really matters. …
Blackwell
Compute
Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal Q4
Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
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. …
Compute
When Nvidia Says Hot Chips, It Means Hot Platforms
Nvidia hit a rare patch of bad news earlier this month when reports started circulating claiming that the company’s much-anticipated “Blackwell” GPU accelerators could be delayed by as much as three months due to design flaws. …
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
Nvidia Unfolds GPU, Interconnect Roadmaps Out To 2027
There are many things that are unique about Nvidia at this point in the history of computing, networking, and graphics. …
AI
Nvidia’s Enormous Financial Success Becomes . . . Normal
For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …
AI
Dell Wants To Help You Build Your AI Factory
No surprises here: Reviewing first quarter earnings calls of S&P 500 companies, London-based analytics firm GlobalData found that generative AI was a key point of discussion among a growing number of the public companies. …
Connect
How To Build A Better “Blackwell” GPU Than Nvidia Did
While a lot of people focus on the floating point and integer processing architectures of various kinds of compute engines, we are spending more and more of our time looking at memory hierarchies and interconnect hierarchies. …
Cloud
Hyperscalers Bringing Nvidia’s Grace-Blackwell Superchip To Their Clouds
At his company’s GTC 2024 Technical Conference this week, Nvidia co-founder and chief executive officer Jensen Huang, unveiled the chip maker’s massive Blackwell GPUs and accompanying NVLink networking systems, promising a future where hyperscale cloud providers, HPC centers, and other organizations of size and means can meet the rapidly increasing compute demands driven by the emergence of generative AI. …