REDWOOD CITY, Calif. – August 12, 2025 – According to a recently published report by Dell’Oro Group, the global data center accelerator market is projected to reach $446 billion by 2029. Accelerators now account for roughly one-third of total data center capex, making them the single largest driver of growth, the firm said. “The worldwide […]
Study: Merchant GPUs and Custom Accelerators to Reach $446B, HBM to Exceed $130B by 2029
August 12, 2025 by
News Bytes 20260728: US AI Action Plan; STMicro Sensors Acquisition; NVIDIA H20, TSMC and Shifting GPU Export Policy
July 28, 2025 by
Good July day to all! The HPC-AI sector rolled forward over the past week generating its usual harvest of news, here’s a fast (6:33) review of recent developments, including: the White House’s US AI Action Plan, STMicro acquires NXP MEMS sensors, NVIDIA H20, TSMC packaging capacity ….
AMD Announces New GPUs, Development Platform, Rack Scale Architecture
June 14, 2025 by
AMD issued a raft of news at their Advancing AI 2025 event this week, an update on the company’s response to NVIDIA’s 90-plus percent market share dominance in the GPU and AI markets. And the company offered a sneak peak at what to expect from their next generation of EPYC CPUs and Instinct GPUs. Here’s […]
Report: NVIDIA and AMD Devising Export Rules-Compliant Chips for China AI Market
May 29, 2025 by
One of the biggest stories this week in the HPC-AI world involves — surprise! — NVIDIA. Actually, make that two or three of the biggest stories. One is NVIDIA’s stellar quarterly earnings announcement in the ….
Report: $15B OpenAI Data Center in Texas Will House up to 400,000 Blackwells
May 21, 2025 by
Amid reports of hundreds of billions in AI data center investments in the Middle East, development of AI factories in the U.S. continues apace. The Wall Street Journal reported today that OpenAI has secured ….
Oracle Cloud Deploys NVIDIA Blackwell GPUs
April 30, 2025 by
Nvidia said Oracle has stood up its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in its data centers. NVIDIA Blackwell GPUs are now being deployed on NVIDIA DGX Cloud and Oracle Cloud Infrastructure (OCI) to develop and run reasoning models and AI agents, according to a blog post from Ian Buck ….
News Bytes 20250428: TSMC’s A14 Fab, Intel’s New CEO: ‘We Need to Change’
April 29, 2025 by
Good end-of-April to you! Here’s a quick (8:05) review of recent doings in the world of HPC-AI, including: the Salishan Conference takes on HPC-AI divergence and FugakuNext zettascale, TSMC’s A14 fab, Intel’s 18A fab and AmKor CoWoS packaging in Arizona, Intel’s earnings, new AI compute and Lip Bu Tan’s warning ….
NVIDIA to Manufacture AI Supercomputers in U.S.
April 14, 2025 by
NVIDIA today said it is working with manufacturing partners to design and build factories that will produce NVIDIA AI supercomputers — i.e., “AI factories” — entirely in the United States… NVIDIA said that within four years, it plans to produce up to half a trillion dollars worth of AI infrastructure in the U.S. through partnerships ….
@HPCpodcast: Dr. Ian Cutress on the State of Advanced Chips, the GPU Landscape and AI Compute, Global Chip Manufacturing and GTC Expectations
March 13, 2025 by
…. we welcome special guest and high-powered chip industry analyst Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the popular YouTube ….
Fluidstack and Eclairion to Deliver 18K GPU Supercomputer in France
March 5, 2025 by
London-based AI cloud platform Fluidstack and Eclairion, a French maker of modular, high-density data centers, have partnered to build what the companies said is Europe’s largest GPU supercomputer that they will deliver in 2025 for Mistral AI ….
