Tag: hyperscale
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The Register: SoftBank buys server-grade Arm silicon designer Ampere Computing
Source URL: https://www.theregister.com/2025/03/20/softbank_acquires_ampere/ Source: The Register Title: SoftBank buys server-grade Arm silicon designer Ampere Computing Feedly Summary: Japanese tech investor expects its own hyperscalers and e-com giants to collaborate, which could take a bite out of x86 market Japanese tech investment house SoftBank Group has announced its intention to acquire Ampere Computing, the chip design…
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The Register: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators
Source URL: https://www.theregister.com/2025/03/20/tencent_q4_fy2024_gpu_slowdown/ Source: The Register Title: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators Feedly Summary: Chinese giant says locals are more efficient than Western hyperscalers, and has tiny capex to prove it Chinese tech giant Tencent has slowed the pace of its GPU rollout since implementing DeepSeek.……
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Cloud Blog: Google Cloud at GTC: A4 VMs now generally available, A4X VMs in preview
Source URL: https://cloud.google.com/blog/products/compute/google-cloud-goes-to-nvidia-gtc/ Source: Cloud Blog Title: Google Cloud at GTC: A4 VMs now generally available, A4X VMs in preview Feedly Summary: At Google Cloud, we’re thrilled to return to NVIDIA’s GTC AI Conference in San Jose CA this March 17-21 with our largest presence ever. The annual conference brings together thousands of developers, innovators,…
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The Register: Manus mania is here: Chinese ‘general agent’ is this week’s ‘future of AI’ and OpenAI-killer
Source URL: https://www.theregister.com/2025/03/10/manus_chinese_general_ai_agent/ Source: The Register Title: Manus mania is here: Chinese ‘general agent’ is this week’s ‘future of AI’ and OpenAI-killer Feedly Summary: Prompts see it scour the web for info and turn it into decent documents at reasonable speed Chinese researchers’ AI prowess is again a hot topic after a startup called Monica.im…
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Hacker News: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: Hacker News Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Comments AI Summary and Description: Yes Summary: Broadcom’s acquisition of VMware has led to impressive financial results, with a significant increase in revenue attributed to the bundling of VMware products into its Cloud…
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The Register: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: The Register Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Now working with seven hyperscalers for custom AI silicon. Not working on acquiring bits of Intel Broadcom’s acquisition of VMware appears to be a big success, on the balance sheet at least, after…
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The Register: Despite Wall Street jitters, AI hopefuls keep spending billions on AI infrastructure
Source URL: https://www.theregister.com/2025/02/25/shaking_off_wall_street_jitters/ Source: The Register Title: Despite Wall Street jitters, AI hopefuls keep spending billions on AI infrastructure Feedly Summary: Sunk cost fallacy? No, I just need a little more cash for this AGI thing I’ve been working on Comment Despite persistent worries that vast spending on AI infrastructure may not pay for itself,…
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Hacker News: Microsoft Cancels Leases for AI Data Centers, Analyst Says
Source URL: https://finance.yahoo.com/news/microsoft-cancels-leases-ai-data-055952585.html Source: Hacker News Title: Microsoft Cancels Leases for AI Data Centers, Analyst Says Feedly Summary: Comments AI Summary and Description: Yes Summary: The article provides insights into Microsoft’s recent decision to cancel leases for data center capacity in the U.S., indicating potential overcapacity in their AI infrastructure. This decision raises questions regarding…
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Cloud Blog: Balance of power: A full-stack approach to power and thermal fluctuations in ML infrastructure
Source URL: https://cloud.google.com/blog/topics/systems/mitigating-power-and-thermal-fluctuations-in-ml-infrastructure/ Source: Cloud Blog Title: Balance of power: A full-stack approach to power and thermal fluctuations in ML infrastructure Feedly Summary: The recent explosion of machine learning (ML) applications has created unprecedented demand for power delivery in the data center infrastructure that underpins those applications. Unlike server clusters in the traditional data center,…