Nvidia Blackwell server cabinets could cost somewhere around $2 to $3 million each
Who is profiting from AI (besides Nvidia)?
Enterprise articles
Is there a sustainable model for AI factories?
Navigating the heavy freight of AI data processing
Editor's take: Investors usually hate airlines – they're capital-intensive, have high operating expenses, limited suppliers, and no way to differentiate with customers. How are AI factories any different?
Redefining event keynotes: HPE's futuristic presentation at the Sphere
HPE's AI-powered future, GreenLake and CEO Antonio Neri's vision
Opinion: Power Politics and GPUs
The challenge of staying ahead in AI
Editor's take: As much as it would make sense for Nvidia to focus solely on being the leading AI silicon vendor, their rise to power has left them with little choice but to continue pushing forward in areas that make some of their big customers uncomfortable.
Windows 11 LTSC 2024 for IoT devices includes very permissive hardware requirements
Secure Boot and TPM are optional
TL;DR: Traditional desktop and server editions of Windows 11 have surprisingly high system requirements, making it impossible to install newer versions of the OS on older PCs. However, Microsoft has released a more compact version of Windows for IoT devices, theoretically providing Windows enthusiasts with Enterprise licenses new modding opportunities.
The buckets of AI and where Nvidia is crushing it
AI as Magic (AGI), AI as a Feature, and AI as a Product
Dell showcases hybrid AI approach, merging cloud and on-premises solutions
Forward-looking: Getting companies interested in deploying generative AI applications is no longer a challenge for tech suppliers. Figuring out how to best use the technology, however, is still difficult for many of these business customers. One new technique that Dell discussed at its Dell Tech World event in Las Vegas is the concept of hybrid AI, where some of the work happens in the cloud, but some is done on premises within an organization's data centers.
Why is Apple making a data center chip?
"ACDC" (Apple Chips in Data Center) would be the clear winner in 2024's chip naming competition
Editor's take: Of course, Apple is designing its own AI chips for its data centers. This will give them an end-to-end, cloud-to-edge AI system that its competitors will not be able to match anytime soon.
AMD's consumer and server CPU sales surge, driven by latest Ryzen and Epyc chips
But Intel still holds a massive lead
The big three cloud providers, Amazon, Microsoft and Google currently make up 67% of the market
AI services and enterprise spending are pushing strongest growth since 2022
As cloud computing evolves, Amazon's AWS looks for its role in generative AI
Amazon unveils new capabilities in Bedrock for improved AI applications
Bending metal: The changing server business
OEMs, ODMs, chipmakers, hyperscalers and the cloud
Google launches Chrome Enterprise Premium, a paid-for browser with advanced security features
Google thinks enterprise browsers are the future of workplace security and productivity
Adobe's new AI aims to become the invisible helping hand for marketing teams and creatives
Another business case for AI in the workplace
Goodbye to Graphics: How GPUs Came to Dominate Compute and AI
Gone are the days when the sole function for a graphics chip were, graphics. Let's explore how the GPU evolved from a modest pixel pusher into a blazing powerhouse of floating-point computation.
Data Governance and Provenance: Two words that are critical to the future of generative AI
Using "borrowed" material for training. Fair use or not?
Nvidia's Grace Hopper GH200 superchip benchmarked, holds up well against AMD and Intel competition
Nvidia's initial claims about GH200's performance hold up for the most part
Nvidia is reportedly investing $30 billion in new custom chip unit
In context: The booming AI sector has propelled Nvidia's financials to new heights, as its AI acceleration GPUs have become highly sought after. However, these general-purpose components are facing increasing competition, prompting the company to develop more efficient chips tailored for specific clients and tasks.
Marvell: Where do they fit in the world of semiconductors?
It's hard to see Marvell as an independent company five years from now
Opinion: Is anyone going to make money in AI inference?
The market for AI edge inference may not monetize well for the semiconductor vendors
As long as AMD can offer better GPUs than Intel, and better CPUs than Nvidia, they can have a seat at the table
In the market for data center processors, AMD does not need to outrun the bear
Intel's powerhouse 144-core Xeon CPU preliminary benchmarks show performance trails behind AMD's 128-core Epyc
Intel's core count soars, but AMD still holds the crown
There's no going back: The new data center is dominated by Nvidia
Can they maintain 70% share? (probably not)
Why it matters: The revenue share figures for data center processors present a clear picture. Nvidia has experienced robust growth for years and currently leads the market. The primary question now is: what is the new normal for their market share?
