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. …
Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …
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. …
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. …
Training AI models is expensive, and the world can tolerate that to a certain extent so long as the cost inference for these increasingly complex transformer models can be driven down. …
When you are International Business Machines and you do corporate IT deals in 185 countries around the world, political and economic uncertainty is always a problem. …
Sponsored Feature: In today’s dynamic technological environment, service providers such as cloud service providers (CSPs), managed service providers (MSPs), software-as-a-service (SaaS) providers, and enterprise private cloud operators face a myriad of challenges in the modern datacenter. …
There is a seemingly endless list of problems to be solved and issues to be addressed in vendors’ steady march toward quantum computing. …
Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …
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