While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to train them as well as to put them into production for practical use through an API interface, perhaps IBM is one of the best …

Dec 16, 2024 · The expansion of the computing capacity in Europe for both traditional HPC simulation as well as AI training and modeling continues apace, with the Leibniz-Rechenzentrum lab in Germany announcing late last week (when we took a day of holiday) that it would be shelling out €250 million – about $262.7 million at current exchange rates – to build a hybrid CPU-GPU cluster based on Nvidia ...

Dec 9, 2024 · [ January 31, 2025 ] Intel Pushes Out “Clearwater Forest” Xeon 7, Sidelines “Falcon Shores” Accelerator Compute [ January 30, 2025 ] The Road Ahead For Datacenter Compute Engines: The CPUs Compute [ January 30, 2025 ] IBM Takes The Patient Path To Future GenAI Profits Compute

Nov 18, 2024 · Every couple of years, Lawrence Livermore National Laboratory gets to install the world’s fastest supercomputer. And thankfully the HPC center usually chooses a machine that not only fulfills its mission of managing the nuclear weapons stockpile of the United States military, but also picks a mix of technologies that advances the state of the art in supercomputing.

Dec 13, 2024 · 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.

Jun 10, 2024 · 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 ...

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.

Oct 24, 2024 · When the Red Hat acquisition was completed, the Red Hat systems software stack represented around 9.2 percent of 2019 overall “real” systems revenue at IBM, which is our estimate of sales of hardware, systems software, tech support, and financing relating to its System z and Power Systems lines.

Oct 29, 2024 · No matter how elegant and clever the design is for a compute engine, the difficulty and cost of moving existing – and sometimes very old – code from the device it currently runs on to that new compute engine is a very big barrier to adoption.

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.