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 | 1
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 |
China's Moore Threads adds support for 10K GPU clusters Chinese slinger's kit still no match for Nvidia's sanction-evading cards On-Prem09 Jul 2024 | 7
EU Competition Commissioner hints at Nvidia GPU probe, refers to 'huge bottleneck' CUDA, woulda, shoulda be first port of call for AI slingers, but does it respect its own dominance? Systems08 Jul 2024 | 2
Nvidia forecast to bounce back in China to make $12B selling GPUs Company's sales in the region have dropped under US plan to curb country's AI hopes Systems05 Jul 2024 |
France poised to bring 'charges against Nvidia' Euro nation's monopoly gendarmes cheesed off with GPU giant's dominance AI + ML01 Jul 2024 | 19
Lambda on the hunt for 'another $800M' to fuel its GPU cloud Why sell shovels when you can rent them PaaS + IaaS01 Jul 2024 | 3
A friendly guide to local AI image gen with Stable Diffusion and Automatic1111 Hands On A picture is worth a 1,000 words... or was that a 1,000 TOPS AI + ML29 Jun 2024 | 23
Etched looks to challenge Nvidia with an ASIC purpose-built for transformer models Startup says Sohu chip will be 20x faster than Nvidia's H100 in Llama 70B … assuming it's actually built AI + ML26 Jun 2024 | 6
Nvidia loses a cool $500B as market questions AI boom Cisco was briefly the world's most valuable company too, you know, just before the dot com bust AI + ML25 Jun 2024 | 19
On-prem AI has arrived – the solution to cloudy problems no one really has HPE discover Which isn't to say Nvidia and hyperscalers will win, says analyst Steve Brazier, as regulators circle VMware Explore25 Jun 2024 | 3
Ooredoo to splash Nvidia GPUs across the Middle East Qatari telco reckons deal will give it an 18–24 month lead in region AI + ML25 Jun 2024 |
Japan's industrial SciTech Institute plans two quantum computers and an Nvidia injection 10,000 qubits reportedly on the cards for one of them, with help from IBM Systems19 Jun 2024 |
HPE, Nvidia team up to offer 'turnkey' private cloud racks for keeping AI loads local HPE Discover Everyone wants to be best buddies with Jensen Huang's GPU juggernaut AI + ML18 Jun 2024 | 1
From RAGs to riches: A practical guide to making your local AI chatbot smarter Hands on Nine out of 10 execs recommend adding Retrieval Augmented Generation to your daily regimen AI + ML15 Jun 2024 | 26
AMD's DC chief happy to work with Intel and others to chip away at Nvidia's AI empire 'If everybody's got their own little ecosystem, it's very inefficient' Systems12 Jun 2024 | 3
Nvidia execs cash out shares as GPU giant skyrockets Management may think valuation is peaking on back of AI fever Systems10 Jun 2024 | 7
Our vulture survived Computex – now he just needs to tell us the highs and lows Kettle We all grab a mic and discuss Nvidia, Intel, AMD, strange squid, and a certain CEO's ego On-Prem08 Jun 2024 | 8
Some investors bet against Nvidia, expecting AI bubble to burst Short bread's plenty appetizing as dough hungry traders and analysts voice scepticism on endless growth Systems07 Jun 2024 | 22
China's new sanctions loophole: Use export-controlled chips inside the US Oracle, Nvidia accused of working with ByteDance, others to provide access to advanced parts within America Systems06 Jun 2024 | 5
Dominant AI players Nvidia, Microsoft, OpenAI face US antitrust inquiries Hmm... world's most valuable companies furthest ahead with world's most coveted tech. WCGW? AI + ML06 Jun 2024 | 2
Elon Musk confirms 12K H100s ordered for Tesla were instead prioritized for xAI Comment Tycoon's private firms got Nvidia GPUs first because automaker couldn’t use them yet AI + ML05 Jun 2024 | 21
All the datacenter roadmap updates Intel, AMD, Nvidia teased at Computex Computex We sifted through hours of presentations so you don't have to Systems05 Jun 2024 |
Nvidia CEO brushes off Big Tech's attacks on NVLink network tech Computex Says UALink and Ultra Ethernet won't be threat for years as he reveals successor to Blackwell and free NIMs Networks04 Jun 2024 | 1
Fired-up Pat Gelsinger shoots from the lip at Qualcomm and Nvidia Computex Intel boss reveals first 18A silicon will run next week as he undercuts H100s on price and dismisses X Elite metrics Systems04 Jun 2024 | 2
AMD reveals the MI325X, a 288GB AI accelerator built to battle Nvidia's H200 Computex House of Zen hopes to catch its AI rival by moving to a yearly release cadence Systems03 Jun 2024 | 1
Do you really need that GPU or NPU for your AI apps? Kettle And how do we feel about Palantir selling its ML-based targeting system to the entire US military? Tune in! AI + ML01 Jun 2024 | 8
Dell predicts 20 percent jump in memory and SSD prices later this year Has already hiked prices to cope and is prepared to do it again while you wait for boxes with Nvidia inside On-Prem31 May 2024 | 3
AI future: Nvidia boffin hopes 'everything that moves will eventually be autonomous' Video Welcome to the 'agentic' era AI + ML30 May 2024 | 17
Nvidia said to be prepping AI PC chip with Arm and Blackwell cores Rivalry in Windows on Arm space would intensify once GPU giant enters the fray Systems28 May 2024 | 1
Nvidia faces local competition for its 'China special' GPUs Which rival would be so bold as to snatch its business Huawei? Systems24 May 2024 | 9
Nvidia beats market expectations again, but for how long? 262% topline increases won't last forever, amid market worries that mega AI investments won't pay off... Systems23 May 2024 | 16
Nvidia's future in scientific computing hinges on a melding of AI and HPC Analysis But if they can't, AMD is well positioned to mop up HPC22 May 2024 | 2
Among AI infrastructure hopefuls, Qualcomm has become an unlikely ally Analysis The enemy of my enemy is my best friend Systems19 May 2024 | 4
Hugging Face to make $10M worth of old Nvidia GPUs freely available to AI devs You get a GPU, you get a GPU, everyone gets a ZeroGPU! AI + ML17 May 2024 | 3
Dell latest to enjoy speculative soar as AI bubble builds Comment Now that traders are drinking the Kool-AI-d, companies can either fuel the hype or face the consequences Systems16 May 2024 | 2
Nvidia chief Huang given 60% pay increase amid AI hysteria After a smashing fiscal '24, we're surprised he didn't get more Systems16 May 2024 | 11
Nvidia PUE-PUEs datacenter efficiency ratings, calls for application-specific metrics ISC What good is great power use effectiveness if your DC is packed with inefficient kit? Systems14 May 2024 | 4