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How Long Before Broadcom Makes More AI Compute Engines …
2024年12月13日 · Tan said on the call that VMware sold licenses covering 21 million cores in the quarter, up from 18.5 million cores in Q3 F2024. The annualized booking value for VMware was $2.7 billion, and we estimate that VMware brought in $3.91 billion in sales and $2.57 billion in operating income.
Nvidia Unfolds GPU, Interconnect Roadmaps Out To 2027 - The …
2024年6月2日 · Nvidia will also kick out a higher radix Spectrum-X800 Ethernet switch in 2025, perhaps with six ASICs in the box to create a non-blocking architecture as has been commonly done with other switches to double up the aggregate bandwidth and therefore doubling up either the bandwidth per port or the number of ports in a switch.. In 2026, we see the “Rubin” R100 GPU, which was formerly called ...
Google Claims Quantum Error Correction Milestone With “Willow” …
2024年12月9日 · [ January 10, 2025 ] Oracle Revs Up Exadata Database Machines To X11M Store [ January 10, 2025 ] A Novel Way To Compact Data For More Efficient Storage And Transmission Store [ January 9, 2025 ] Scaling Retrieval …
Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud …
2024年4月1日 · 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.
The First AI Benchmarks Pitting AMD Against Nvidia - The Next …
2024年9月3日 · Rated horsepower for a compute engine is an interesting intellectual exercise, but it is where the rubber hits the road that really matters. We finally have the first benchmarks from MLCommons, the vendor-led testing organization that has put together the suite of MLPerf AI training and inference benchmarks, that pit the AMD Instinct “Antares” MI300X GPU against Nvidia’s “Hopper ...
Lots Of Questions On Google’s “Trillium” TPU v6, A Few Answers
2024年6月10日 · Our guess is that with the TPU v6, Google is going to actually raise the price of renting one of these devices by a little more than a factor of 2X and that the resulting Trillium instances will still offer more than 2.3X better bang for the buck than the TPU v5e instances on Google cloud and 3.4X better price/performance than the TPU v5p, which is a much heavier device more suitable for AI ...
Sandia To Push Both HPC And AI With Cerebras “Kingfisher” Cluster
2024年11月14日 · The cost of the Kingfisher system was not announced, but we know that at list price – whatever that is in the HPC space – a CS-2 system with a single WSE-2 cost about $1.6 million last year when G42 started working with Cerebras to build out a fleet of “Condor Galaxy” clusters based on the CS-2 machines.
From Big Data To Better Healthcare: How Storage Drives AI In …
2024年12月12日 · By delivering petabyte scale and high-performance, Dell PowerScale provides the reliable access to data that AI needs to thrive. As AI applications continue to expand in scope and complexity, robust storage infrastructures will be essential for healthcare institutions looking to harness AI’s full potential – driving the shift from big data to better healthcare.
Marvell Pivots To AI Silicon, Looks Poised To Profit
2024年12月4日 · It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. No one knows these facts better than Marvell Technology, who along with rival chip maker Broadcom, is seeking to benefit from the bevy of custom silicon that the hyperscalers and cloud builders are etching as they seek to build more efficient compute and networks to support ...