“No.” That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. But this is, in fact, the word from up on high – President Donald Trump, to be precise – about Nvidia being able to sell even tremendously crippled GPU accelerators into …
Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. So it is with network functions that were originally in distinct devices, then pulled onto CPUs during the software-defined networking …
It is a pretty bold claim for anyone to call themselves the creator of the operating system for AI. Many have done it, but because of the architectural focus shifting away from raw compute and towards sophisticated data – something more than just storage – only one or two are …
All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. But that is where a lot of salt domes built up under the ground, thereby entrapping that black gold we call oil, which in a modern economy is converted …
Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money. …
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. Cisco has been telling Wall Street for the past two quarters that it expected to sell at least $1 billion in AI equipment in fiscal 2025, which ends in …
There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the NVLink memory sharing port that started out on its “Pascal” P100 GOU accelerators way back in 2016. And now, after nearly a decade in the field and with …
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Sponsored Post: The 2025 AI Infra Summit will bring some of the brightest minds in AI and its supporting infrastructure to Santa Clara on September 9-11 this year. Previously known as the AI Hardware & Edge Summit, the event has been rebranded to reflect its coverage of the full infrastructure stack. …
For much of the two-plus years since ChatGPT hit the market and kicked off the generative AI frenzy, the market tilted toward well-resourced hyperscalers like Google, Amazon Web Services, and Microsoft as well as Tier 2 cloud service providers, with powerful – and expensive – accelerators and massive large language …
If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …
Here is a question for you. What is harder to get right now: 1,665 of Nvidia’s “Blackwell” B200 GPU compute engines or 10 megawatts of power for a four year contract in the Northeast region of the United States? Without question, it is the latter, not the former, and both …
Partner Content: IT environments today have a passing resemblance to those from 15 or 20 years ago, when enterprise workloads mostly ran on industry standard servers connected through networks and into storage systems that were all contained within the four walls of a datacenter, where performance as the name of …
The oil barons of the Middle East have been trying to diversify out of carbon fuels and into other parts of the global economy for decades, but artificial intelligence may be a game that only hyperscalers, cloud builders, and Middle East sovereign wealth funds can play at the highest levels …
The rapid changes Broadcom instituted after buying virtualization stalwart VMware for $61 billion in late 2023 continue to shape the virtualization and cloud spaces, with some enterprises facing significant higher pricing, new licensing plans, and bunding options looking for alternatives, vendors offering them alternatives, and companies rolling out plans to …
The Armv9 architecture has a lot of technical enhancements to commend it, but as far as Arm Holdings, the creator and licensor of the Arm architecture, is concerned one of the best features of Armv9, which was first unveiled four years ago, is that it comes with a higher royalty …
There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. Despite all the uncertainty, business is business, and the hyperscalers and cloud builders need to upgrade their networks and the neoclouds need …
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