• Microsoft’s Maia NPU Slips

    hand holding broken Maia 100 chip

    Microsoft’s next-gen [there was a first gen?] proprietary AI accelerator (NPU) is falling behind schedule, according to various sites citing The Information. Called Maia or Braga, the in-house design would reduce the company’s reliance on Nvidia and could be more cost- and power-efficient. Whereas Google has deployed several generations of its TPU AI accelerator and… continue reading

  • Google TPU to Host OpenAI Models

    Graphic: Trillium TPU, heart, OpenAI logo

    OpenAI is deploying inference services on Google TPUs, according to various free-to-read sites parroting The Information, reducing its reliance on Nvidia GPUs hosted by partners Microsoft and Oracle. Google, meanwhile, monetizes its AI investment; although whether it’s offering Ironwood, Trillium, or an earlier TPU is undisclosed. Nvidia has uniquely benefited financially from the rise of… continue reading

  • The MCUs Aren’t All Right

    art of line chart

    While AI processor sales soar, the broader processor market, particularly MCUs, faces a downturn fueled by post-pandemic inventory corrections and economic slowdown. continue reading

  • Slash Server Costs Without Hardware or Software Changes

    MEXT Memory Pyramid

    Have you noticed how expensive servers are? It’s easy to point a finger at processor prices. More than one-third of Intel’s Granite Rapids (Xeon 6) models list for over $5,000, and the company prices many of those above $10,000. Memory, however, is a bigger culprit; DRAM can cost twice as much as a processor. Worse,… continue reading

  • AMD Bares Instinct MI350 GPU, Teases MI400 and MI500

    liquid-cooled 8x MI350 board

    Today AMD officially launched the Instinct MI350, an AI accelerator aiming to compete with Nvidia’s Blackwell, and revealed its roadmap to rack-scale systems. The company also teased the next two Epyc generations and a new Pensando DPU. continue reading

  • Untethered

    Untether tombstone

    Untether AI has folded shop, ceasing supply and support for its hardware and software, and AMD is picking up the team, according to the AI accelerator startup. Untether shipped two product generations and delivered superior power efficiency. However, its NPUs had limitations and faced a relentless incumbent, all in the context of a rapidly evolving… continue reading

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