The Next Platform - The Next Platform
The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
We Can’t Get Enough HBM, Or Stack It Up High Enough
Nov 6, 2024 · When all is said and done, HBM4 is expected to offer more than 1.4X the bandwidth, 1.3X the capacity per memory chip, 1.3X the capacity from a higher stack (sixteen versus twelve, not shown in the chart below because it is probably going to be saved for HBM4E unless Nvidia and AMD can talk SK Hynix out of it and the yields are good enough to not lose a fortune using the cutting edge denser and ...
“El Capitan” Supercomputer Blazes The Trail for Converged CPU …
Nov 18, 2024 · And thanks to the “Rosetta” Slingshot 11 interconnect designed by Cray and a core component of the EX line of systems sold by Hewlett Packard Enterprise, El Capitan already employs an HPC-enhanced, scalable Ethernet along the lines of what the Ultra Ethernet Consortium is trying to advance as the hyperscalers and cloud builders tire of paying a premium for InfiniBand networks for their AI ...
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.
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.
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 ...
Cerebras Trains Llama Models To Leap Over GPUs
Oct 25, 2024 · At the moment, based on Llama 3.2 70B benchmarks done by Artificial Analysis and public data for pricing on GPU instances on the public cloud, on specialized GPU clouds that often push performance higher, and on non-GPU systems from rivals Groq and SambaNova Systems, it sure looks like Cerebras is winning in the AI inference race.
Intel And AMD Make X Less Of A Variable For X86 Processors
Oct 16, 2024 · One of the oldest ideas in humanity – and one that may have predated language as we know it – is that the enemy of my enemy is my friend. Another adage is that he who has the gold makes the rules, and in the datacenter market these days, the Super 8 hyperscalers and cloud builders have all of the gold and they increasingly are setting the rules.
Altera Is Being Realistic About FPGA Compute In The Datacenter
Sep 26, 2024 · Like many a decade ago, we were enthusiastic about the prospect of triple-hybrid systems in the datacenter. We were convinced that there was a place for CPUs, for GPUs, and for FPGAs in complex and high performance systems because each of these devices were really good at different things and because most application workflows had elements that fell cleaning into serial and parallel processing ...
The Server Recession Ends, And Both Intel And AMD Won
Nov 12, 2024 · AMD has been able to do better than that share on server CPU revenue streams, which is also interesting. We think that this is because the “Milan” and “Genoa” generations of Epyc processors, which are more heavily cored processors than the Xeon processors announced at the same time, are sold with better price/performance against higher throughput and make it up with higher average ...
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