AI's rising tide lifts all chips as AMD Instinct, cloudy silicon vie for a slice of Nvidia's pie Analyst estimates show growing apetite for alternative infrastructure Systems23 Dec 2024 | 7
Nvidia upgrades tiny Jetson Orin Nano dev kits for the holidays 'Super' edition promises 67 TOPS and 102GB/s of memory bandwidth for your GenAI projects Systems17 Dec 2024 | 14
Just how deep is Nvidia's CUDA moat really? Analysis Not as impenetrable as you might think, but still more than Intel or AMD would like Systems17 Dec 2024 | 33
Take a closer look at Nvidia's buy of Run.ai, European Commission told Updated Campaign groups, non-profit orgs urge action to prevent GPU maker tightening grip on AI industry Systems16 Dec 2024 | 3
China strikes back with Nvidia antitrust probe as US tightens tech chokehold Updated Beijing cites GPU giant's Mellanox merger conditions from four years ago Systems09 Dec 2024 | 4
Nvidia's dominance on the Green500 faces challenges from AMD – and itself SC24 Blackwell's weaker FP64 performance could give the House of Zen's Instinct accelerators a leg up in future efficiency benchmarks Systems22 Nov 2024 | 1
Nvidia's latest Blackwell boards pack 4 GPUs, 2 Grace CPUs, and suck down 5.4 kW SC24 You can now glue four H200 PCIe cards together too HPC18 Nov 2024 | 6
Nvidia continues its quest to shoehorn AI into everything, including HPC SC24 GPU giant contends that a little fuzzy math can speed up fluid dynamics, drug discovery AI + ML18 Nov 2024 |
Nvidia's MLPerf submission shows B200 offers up to 2.2x training performance of H100 Analysis Is Huang leaving even more juice on the table by opting for mid-tier Blackwell part? Signs point to yes Systems13 Nov 2024 | 6
HPE goes Cray for Nvidia's Blackwell GPUs, crams 224 into a single cabinet Meanwhile, new ProLiant servers offer choice of Gaudi, Hopper, Instinct acceleration HPC13 Nov 2024 | 14
Dow swaps Intel for Nvidia leaving no index free from wild AI volatility Won't make a difference for institutional investors, but retail traders be warned, analyst tells El Reg Systems06 Nov 2024 | 8
Jensen Huang asked SK hynix to give Nvidia 12-layer HBM4 chips earlier 12-layer HBM3E hardly off the manufacturing line Storage05 Nov 2024 | 1
No-Nvidias networking club convenes in search of open GPU interconnect Ultra Accelerator Link consortium promises 200 gigabits per second per lane spec will debut in Q1 2025 Networks30 Oct 2024 | 2
AMD teases its GPU biz 'approaching the scale' of CPU operations Q3 profits jump 191 percent from last quarter on revenues of $6.2 billion, helped by accelerated interest in Instinct Systems30 Oct 2024 | 5
xAI picked Ethernet over InfiniBand for its H100 Colossus training cluster Work already underway to expand system to 200,000 Nvidia Hopper chips Systems29 Oct 2024 | 4
The troublesome economics of CPU-only AI Analysis At the end of the day, it all boils down to tokens per dollar Systems29 Oct 2024 | 4
ParTec expands supercomputer patent fight from Microsoft to Nvidia Wants injunction on GPUs that use what it alleges is its own IP HPC28 Oct 2024 |
Hugging Face puts the squeeze on Nvidia's software ambitions AI model repo promises lower costs, broader compatibility for NIMs competitor AI + ML24 Oct 2024 | 16
Nvidia CEO whines Europeans aren’t buying enough GPUs EU isn’t keeping up with US and China investments, AI arms dealer says Systems24 Oct 2024 | 34
With record revenue, SK hynix brushes off suggestion of AI chip oversupply How embarrassing for Samsung AI + ML24 Oct 2024 |
India, Nvidia, discuss jointly developed AI chip Current capabilities mean local manufacturing is not likely – but a chip tuned to Indian needs could work Systems22 Oct 2024 | 4
Uncle Sam reportedly considers capping AI chip shipments to Middle East Meanwhile, ASML shares plunge as China export curbs hit forecast Public Sector16 Oct 2024 | 5
AMD targets Nvidia H200 with 256GB MI325X AI chips, zippier MI355X due in H2 2025 Less VRAM than promised, but still gobs more than Hopper Systems10 Oct 2024 | 5
Apple supplier Foxconn and Nvidia team up to deploy Taiwan's fastest AI supercomputer How does 90 exaFLOPS sound? HPC08 Oct 2024 |
Inflection AI Enterprise offering ditches Nvidia GPUs for Intel's Gaudi 3 Struggling chipmaker scores another win Systems07 Oct 2024 | 2
Why Cisco reportedly wants in on CoreWeave's rent-a-GPU racket Analysis This may help Switchzilla hit $1B AI sales goal by FY25 Networks06 Oct 2024 |
‘Undigestible rate of change’ sees vendor supergroup create ‘The Open Compute of AI’ It’s called ‘Cosmos’ and Nvidia, Cisco, X, SuperMicro and VAST Data all think it will help – them and you AI + ML03 Oct 2024 | 3
Two years after entering the graphics card game, Intel has nothing to show for it Comment Chipzilla's AIB market share a rounding error compared to Nvidia, AMD Systems02 Oct 2024 | 69
Patch now: Critical Nvidia bug allows container escape, complete host takeover 33% of cloud environments using the toolkit impacted, we're told Patches26 Sep 2024 | 18
Short sellers rejoice on report of Supermicro DoJ probe Comment Alleged inquiry comes amid claims server maker cooked its books Systems26 Sep 2024 |
SK hynix begins mass production of 36 GB 12-layer HBM3E Should be Jensen Huang's hands in less than 60 days Storage26 Sep 2024 | 2
AMD sharpens silicon swords to take on chip and AI rivals Comment CEO Lisa Su sets sights on being best in GPUs, CPUs, FPGAs, everything... as Intel struggles Systems12 Sep 2024 | 12
Nvidia CEO to nervous buyers and investors: Chill out, Blackwell production is heating up AI ROI? Jensen Huang claims infra providers make $5 for every dollar spent on GPUs Systems12 Sep 2024 | 8
Oracle boasts zettascale 'AI supercomputer,' just don’t ask about precision Comment Cluster of 131,072 Blackwell GPUs up for grabs starting H1 2025 Systems11 Sep 2024 | 8
GenAI hype meets harsh reality as enterprises wrestle with business case Nvidia, Equinix clearly making a killing over costs, confusion, and cold feet AI + ML09 Sep 2024 | 17
Xockets rockets Nvidia: Blackwell debut threatened by DPU patent claims GPU giant accused of colluding with Microsoft, RPX to sideline startup Systems08 Sep 2024 | 11
Nvidia and chums inject $160M into Applied Digital to keep GPU sales rolling Datacenters are the lifeline for its $30B ML-fueled boom PaaS + IaaS06 Sep 2024 | 5
DoJ reportedly advances Nvidia antitrust probe Updated Uncle Sam apparently worried GPU giant may be punishing customers who shop around AI + ML04 Sep 2024 | 5
Nvidia admits Blackwell defect, but Jensen Huang pledges Q4 shipments as promised The setback won't stop us from banking billions, CFO insists Systems29 Aug 2024 | 3
Nvidia's growth slows to a mere 122 percent but it’s still topping expectations Still growing in China, ramping Hopper prods and predicting Blackwell billions soon Cloud Infrastructure Month29 Aug 2024 | 10
Tenstorrent's Blackhole chips boast 768 RISC-V cores and almost as many FLOPS Hot Chips Shove 32 of 'em in a box and you've got nearly 24 petaFLOPS of FP8 perf Systems27 Aug 2024 | 6
Benchmarks show even an old Nvidia RTX 3090 is enough to serve LLMs to thousands For 100 concurrent users, the card delivered 12.88 tokens per second—just slightly faster than average human reading speed Systems23 Aug 2024 | 12
LiquidStack says its new CDU can chill more than 1MW of AI compute So what’s that good for? Like eight of Nvidia’s NVL-72s? Systems22 Aug 2024 | 6
Nvidia's latest AI climate model takes aim at severe weather That tornado warning couldn't possibly be a hallucination... could it? Science19 Aug 2024 | 8
Delays? We're still shipping 'small quantities' of Nvidia's GB200 in Q4, Foxconn insists Production ramp won't kick off until Q1 2025 Systems14 Aug 2024 | 1
Another GPU cloud emerges. This time, upstart Foundry Biz set sights beyond just another rent-an-accelerator cluster provider Systems13 Aug 2024 | 1
What's going on with AMD funding a CUDA translation layer, then nuking it? Analysis We guess the House of Zen wants all you HIP kids to ROCm out with its own runtimes instead Software09 Aug 2024 | 10
Rising AI tide lifts price of all chips - HBM, natch, but also slower memory and storage Thank binary brainboxes for helping to inflate PC and Smartphone prices Systems08 Aug 2024 |
Supermicro CEO teases service to build or upgrade datacenters in six months Doubles annual revenue, but warns repeating that will be hard while waiting until March for Nvidia Blackwell Cloud Infrastructure Month07 Aug 2024 | 2
Nvidia's subscription software empire is taking shape Comment $4,500 per GPU per year adds up pretty quick – even faster when you pay by the hour Cloud Infrastructure Month06 Aug 2024 | 23
Nvidia reportedly delays Blackwell GPUs until 2025 over packaging issues Updated Backdrop of multi-billion dollar orders to support AI services, but unlikely to hurt NVDA long term Systems05 Aug 2024 | 4
DoJ launches probes as AI antitrust storm clouds gather round Nvidia Updated US regulator reportedly not happy about Run:ai buy... nor industry dominance Systems02 Aug 2024 | 3
Bring the hammer down on Nvidia, US progressive and antitrust orgs urge the Feds Lobbyists would love for rumors of a monopoly probe into GPU goliath to become reality Personal Tech01 Aug 2024 | 11
Arm's lackluster Q2 outlook overshadows strong Q1 revenue growth Execs blame gap in licensing revenues for lost momentum, while hawking AI Systems01 Aug 2024 |
Superclusters too big, but single servers too small? Oracle offers AI Goldilocks zone Adds L40 bare metal option to the O-Cloud, plus A100 and H100 VMs. And teases a GH200 beast PaaS + IaaS01 Aug 2024 | 1
AMD sold $1B of Instinct GPUs last quarter, driving triple-digit datacenter growth Which is nice, but way behind Nvidia, while other segments are soft and supply-chain pain persists On-Prem31 Jul 2024 | 1
Zuck dreams of personalized AI assistants for all – just like email SIGGRAPH A model finetuned on your social media profile? What could possibly go wrong? AI + ML30 Jul 2024 | 31
AMD claims Nvidia's Grace CPU Superchip, Arm are no match for its Epyc Zen 4 cores Comment But does it matter when all Grace needs to is to babysit GPUs? Systems23 Jul 2024 | 2
Nvidia said to be prepping Blackwell GPUs for Chinese market Comment But will they ship before the Biden administration tightens export controls? Systems22 Jul 2024 | 5
Nvidia's next Linux driver to be… just as open Big Green's software remains tricky, but Fedora and AMD are finding ways to cope Software18 Jul 2024 | 26
AMD buys developer Silo AI in bid to match Nvidia's product range First it comes for market leader's GPUs ... now it's nibbling at software AI + ML11 Jul 2024 |
AI demand pushes TSMC revenue for 2024 up 28% so far Taiwan's silicon supremo comfortably sails past analyst forecasts Systems10 Jul 2024 |