Here’s a question for you: How much of the growth in cloud spending at Microsoft Azure, Amazon Web Services, and Google Cloud in the second quarter came from OpenAI and Anthropic spending money they got as investments out of the treasure chests of Microsoft, Amazon, and Google? …
Maybe, if you need blazing performance extracting data and chewing on it from a relational database, it belongs in a cloud. …
UPDATED: Mea culpa. Due to an error in calculating the performance of the Graviton 4, we wrongly asserted that the price/performance of these chips was worse than, not better than, that of the Graviton 3. …
Cloud is an attitude as much as it is a consumption model. …
Three years ago, thanks in part to competitive pressures as Microsoft Azure, Google Cloud, and others started giving Amazon Web Services a run for the cloud money, the growth rate in quarterly spending on cloud services was slowing. …
If Microsoft has the half of OpenAI that didn’t leave, then Amazon and its Amazon Web Services cloud division needs the half of OpenAI that did leave – meaning Anthropic. …
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. …
Last November, we got a sneak peak at a supercomputer called “Ceiba” that would be built jointly by Nvidia and Amazon Web Services, based on its then-new GH200 Grace-Hopper CPU-GPU compute complexes, its NVLink Switch 3 memory fabric for GPUs, and the Elastic Fabric Adapter (EFA2) Ethernet interconnect that is custom designed by AWS to link racks of machines to each other. …
In the ten years since Google released Kubernetes to the open source community, it has become the dominant platform for orchestrating and managing software containers and microservices, along the way muscling out competitors like Docker Swarm and Mesosphere. …
Riding high on the AI hype cycle, Lambda – formerly known as Lambda Labs and well known to readers of The Next Platform – has received a $320 million cash infusion to expand its GPU cloud to support training clusters spanning thousands of Nvidia’s top specced accelerators. …
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