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 ...

2024年8月27日 · The maniacal focus on security stands to reason, given the workloads that mainframes have been doing for decades. Big Blue estimates that 70 percent of all financial transactions on Earth – at banks, trading houses, insurance companies, healthcare companies, and so forth – go through a mainframe.

Almost a year ago, executives, researchers, and developers within the Outshift group of Cisco Systems – an incubation unit focused on such advanced technologies as AI and quantum computing – began batting about the idea of a network infrastructure connecting vast numbers of AI agents from multiple vendors or organizations, …

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 ...

2024年11月18日 · 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.

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.

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.

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.

2024年10月29日 · 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.

2024年12月18日 · That, in a nutshell, is why Databricks has been able to talk private equity investors into a stunning ten rounds of funding, with the latest announced this week weighing in at a record-breaking $10 billion, bringing the company’s total funding to date to just under $14 billion since it was founded way back in 2013.