A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not ...

The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. But there is only one ...

It has always been funny to us that anyone can acquire control of an open source project. But it definitely happens because, ...

If there was ever a demonstration of Jevons' paradox, it's the supercomputing sector. According to this law of economics, ...

While there are a lot of different file system and object storage options available for HPC and AI customers, many AI ...

An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and ...

AI is changing what “good” looks like in the modern datacenter. It is not just a question of buying faster hardware. Power ...

In the digital age of manufacturing, companies are striving to enhance their operations from the product design process, to the supply chain, to delivery. In order to succeed, manufacturing and ...

We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI ...

It has been becoming increasingly clear – anecdotally at least – just how expensive it is to train large language models and recommender systems, which are arguably the two most important workloads ...

The deal for Nvidia to acquire Mellanox, which was announced last March for $6.9 billion, has finally passed muster with all of the regulatory bodies of the world and closed today. The combination of ...