2024年8月19日 · It’s cheaper than acquiring Supermicro. . . . and probably with the same level of system engineers. Here is the situation as Norrod explains it to us, and we are giving you the full quote so you understand the case that AMD is making for spending $4.9 billion for ZT Systems, which works out to $4.45 million per system engineer.

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.

[ January 31, 2025 ] Intel Pushes Out “Clearwater Forest” Xeon 7, Sidelines “Falcon Shores” Accelerator Compute [ January 30, 2025 ] The Road Ahead For Datacenter Compute Engines: The CPUs Compute [ January 30, 2025 ] IBM Takes The …

2024年10月7日 · Which brings us to the near-term and long-term forecasts for datacenter infrastructure spending. Late last year, IDC was forecasting for 2024 spending to acquire shared cloud infrastructure would be $95.3 billion, but in early summer that forecast was raised to $108.3 billion. And now, the forecast has been revised upwards, thanks to AI server spending mainly, to $131.9 billion and increase of ...

2024年10月31日 · The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines ...

2024年5月28日 · At the launch, Nvidia co-founder and chief executive officer Jensen Huang said that the NVL52 system weighed in at 120 kilowatts of power, but if Nvidia had used optics, the retimers and optical transceivers would have added another 20 kilowatts to the power budget for the NVL72 system.

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5月30日 · The generative AI revolution is making strange bedfellows, as revolutions and emerging monopolies that capitalize on them, often do. The Ultra Ethernet Consortium was formed in July 2023 to take on Nvidia’s InfiniBand high performance interconnect, which has quickly and quite profitably become the de facto standard …

2024年12月19日 · The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. But given the fact that people can turn off server, storage, and networking capacity as easily as they can turn it on, predicting how much money the world will spend on cloudy infrastructure can be tricky.

2024年10月10日 · As the Epyc chiplet designs improved, adoption followed, and at this point in the Epyc line no one even questions for a second that AMD is in the server CPU game for the longest of hauls or that it cannot create a processor aimed at one-socket and two-socket servers that can stand toe to toe with anything anyone can put together, bar none.