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AI

AI Hype Will Drive Datacenter GPU Prices Sky High

UPDATED Like many HPC and AI system builders, we are impatient to see what the “Antares” Instinct MI300A hybrid CPU-GPU system on chip from AMD might look like in terms of performance and price. And with the ISC 2023 supercomputing conference coming up in a few weeks, and Bronis de

AI

Missing The Moat With AI

Google is a big company with thousands of researchers and tens of thousands of software engineers, who all hold their own opinions about what AI means to the future of business and the future of their own jobs and ours. Our colleague, Dylan Patel, of SemiAnalysis, got his hands on

AI

AMD Says AI Is The Number One Priority Right Now

When it comes to an economy, you get what we collectively expect. And given all of the talk and weird things that have happened in the early part of 2023, it is no surprise that companies are a bit leery about overinvesting in systems right now. And so even AMD,

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HPC

The Skills Gap For Fortran Looms Large In HPC

Back in the dawn of time, which is four decades ago in computer science and which was before technical computing went mainstream with the advent of Unix workstations and their beefy server cousins, the computer science students we knew at college had taught themselves BASIC on either TRS-80s or Commodore

AI

After The 2022 Bump, Arista Is Back To The Grind In 2023

For Arista Networks, the poster-child of hyperscaler and cloud build networking that, more than any other vendor, has championed merchant silicon and Linux as the basis of a modular network operating system, 2022 was a bumper crop year. This year, there are many new things going on, but the compares

Store

The Pure Unification Of Block And File Storage

Companies have been working for years to pull together block, file, and object storage under a single umbrella, giving enterprises that are at times dealing with petabytes of data spread across datacenters, the cloud, and the edge a simpler way to manage, organize, and access all that information. We have

Compute

The Chips Are Down For TSMC, But Not For Long

Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. Sometimes, this personal recession involves a decline in revenues and it always has to do with a decline in silicon wafer etching starts (as measured in 12-inch wafer start equivalents) on a year on year basis. Sometimes,