: In a disaggregated AI world, Nvidia can be both a friend and an enemy
Tobias Mann Tobias Mann
Bandwidth hogs rejoice, Celestica's latest switch is bristling with 64 ports of 1.6 Tbps Ethernet
Google to sell its TPUs to some customers, who also fancy big-G GPUs
Amazon chips no longer just a side dish, they're a $20B biz
Tenstorrent's Galaxy Blackhole AI servers escape the event horizon
Amid the AI-fueled memory crunch, will Compute Express Link finally have its moment to shine?
: High-speed connectivity without NVLink baggage
Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their…
By which we mean it bought someone else's with other people's money
Google's cloud business is a primary engine of growth, and the company's custom-built chips called Tensor Processing Units are…
Anthropic's Claude Opus 4 is trained on Trainium2 GPUs, according to AWS, and Project Rainier is powered by over half a million…
