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  • [ February 19, 2025 ] Arista Can Ride AI Up Past $10 Billion In 2026 Connect
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AI

Cerebras Needs Wall Street To Expand Beyond One Core Customer

October 2, 2024 Timothy Prickett Morgan 5

Waferscale compute engine and AI system maker Cerebras Systems has filed with the US Securities and Exchange Commission to sell a chunk of itself to the public, giving we outsiders a view of the past two and a half years of its internal financials. …

AI

Meta Lets Its Largest Llama AI Model Loose Into The Open Field

July 25, 2024 Jeffrey Burt 1

A scant three months ago, when Meta Platforms released the Llama 3 AI model in 8B and 70B versions, which correspond to the billions of parameters they can span, we asked the question we ask of every open source tool or platform since the dawn of Linux: Who’s going to profit from it and how are they going to do it? …

AI

Stacking Up Intel Gaudi Against Nvidia GPUs For AI

June 13, 2024 Timothy Prickett Morgan 12

Updated: Here is something we don’t see much anymore when it comes to AI systems: list prices for the accelerators and the base motherboards that glue a bunch of them together into a shared compute complex. …

AI

Talking AI Costs And Addressable Markets With SambaNova

February 14, 2024 Timothy Prickett Morgan 1

The only way to accurately predict the future is to live it, but just the same, prognostication is one of the things that we humans love to do. …

AI

How AWS Can Undercut Nvidia With Homegrown AI Compute Engines

December 4, 2023 Timothy Prickett Morgan 1

Amazon Web Services may not be the first of the hyperscalers and cloud builders to create its own custom compute engines, but it has been hot on the heels of Google, which started using its homegrown TPU accelerators for AI workloads in 2015. …

AI

How Long Before AI Servers Take Over The Market?

October 23, 2023 Timothy Prickett Morgan 10

When hyperscalers and cloud builders think about their infrastructure, they talk about megawatts and they think about the mix of serving and storage and the total capacity that is delivered in a megawatt of power. …

Compute

Chip Roadmaps Unfold, Crisscrossing And Interconnecting, At AMD

June 14, 2022 Timothy Prickett Morgan 4

After its acquisitions of ATI in 2006 and the maturation of its discrete GPUs with the Instinct line from the past few years and the acquisitions of Xilinx and Pensando here in 2022, AMD is not just a second source of X86 processors. …

AI

Intel Pits New Gaudi2 AI Training Engine Against Nvidia GPUs

May 10, 2022 Timothy Prickett Morgan 1

Nvidia is not the only company that has created specialized compute units that are good at the matrix math and tensor processing that underpins AI training and that can be repurposed to run AI inference. …

AI

The Performance Of MLPerf As A Ubiquitous Benchmark Is Lacking

April 8, 2022 Jeffrey Burt 0

Industry benchmarks are important because, no matter that comparisons are odious, IT organizations nonetheless have to make them to plot out the architectures of their future systems. …

AI

Google Chips Away at Problems at “Mega-Batch” Scale

August 9, 2021 Nicole Hemsoth Prickett 0

As Google’s batch sizes for AI training continue to skyrocket, with some batch sizes ranging from over 100k to one million, the company’s research arm is looking at ways to improve everything from efficiency, scalability, and even privacy for those whose data is used in large-scale training runs. …

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The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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