It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI ...

In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be ...

What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide compute for the world’s ...

Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have manufactured its own CPU and XPU ...

Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. In the course of that conversation, one of ...

It is a now well-known fact in the datacenters of the world, which are trying to cram ten pounds of power usage into a five pound bit barn bag, that ...

When we try to predict the weather, we use ensembles of the initial conditions on the ground, in the oceans, and throughout the air to create a kind of ...

What’s the difference between Meta Platforms and OpenAI? The big one – and perhaps the most important one in the long run – is that when Meta Platforms ...

There is constant chatter surrounding the promise of generative AI, agentic AI, and – eventually – artificial general intelligence, but the need for the ...

At some point, when the cloud bills get very high and the AI usage starts going up and up, the enterprise is going to want to stop paying a cloud and get ...

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does ...