• Google TPU to Host OpenAI Models

    Trillium chip, heart, ?, OpenAI logo

    OpenAI is not deploying inference services on Google TPUs, according to Reuters. The news service previously reported that the ChatGPT developer had agreed to use Google Cloud. Subsequently various free-to-read sites parroted The Information, saying OpenAI would employ the TPU. Running OpenAI services on the TPU would reduce its reliance on Nvidia GPUs hosted by… 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

  • Qualcomm Nabs Alphawave to Bolster Data-Center Strategy

    Qualcomm eats Alphawave

    Valuing Alphawave at $2.4 billion, Qualcomm’s takeover signals a deeper push into custom data-center processors, leveraging Alphawave’s high-speed serdes technology and established ASIC business. This move aims to complement Qualcomm’s CPU and AI offerings and capitalize on the growing demand for custom silicon among hyperscalers. continue reading

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