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 ….
TSMC to Invest $100B in 3 New U.S. Fabs, Packaging, R&D
March 4, 2025 by
TSMC (TWSE: 2330, NYSE: TSM) today announced its intention to expand its investment in advanced semiconductor manufacturing in the United States by an additional $100 billion. Building on the company’s ongoing $65 billion investment in its advanced chip fabs in Phoenix, TSMC’s total investment in the U.S. is expected to reach US$165 billion. The expansion […]
News Bytes Podcast 20250303: GPUs vs. ASICs for AI Compute, DOGE and Fears at U.S. Science Agencies, Cat Qubits for AWS Quantum
March 3, 2025 by
A happy start to March to you! We offer a quick (8:28) run through recent news from the world of HPC-AI, including: GPUs versus ASICs for AI accelerated compute, DOGE-led government layoffs ….
