Tag: strategic shift
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The Register: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
Source URL: https://www.theregister.com/2025/10/02/microsoft_maia_dc/ Source: The Register Title: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips Feedly Summary: Pivot will hinge on success of next-gen Maia accelerator Microsoft buys a lot of GPUs from both Nvidia and AMD. But moving forward, Redmond’s leaders want to shift the majority of…
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Docker: The Nine Rules of AI PoC Success: How to Build Demos That Actually Ship
Source URL: https://www.docker.com/blog/ai-poc-success-rules/ Source: Docker Title: The Nine Rules of AI PoC Success: How to Build Demos That Actually Ship Feedly Summary: That study claiming “95% of AI POCs fail" has been making the rounds. It’s clickbait nonsense, and frankly, it’s not helping anyone. The real number? Nobody knows, because nobody’s tracking it properly. But…
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Slashdot: OpenAI and Oracle Ink Historic $300 Billion Cloud Computing Deal
Source URL: https://developers.slashdot.org/story/25/09/11/2111239/openai-and-oracle-ink-historic-300-billion-cloud-computing-deal?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI and Oracle Ink Historic $300 Billion Cloud Computing Deal Feedly Summary: AI Summary and Description: Yes Summary: The text highlights a significant cloud contract between Oracle and OpenAI, where OpenAI plans to procure substantial compute power from Oracle, marking a shift from Microsoft. Additionally, it mentions a collaboration…
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The Register: Nvidia’s context-optimized Rubin CPX GPUs were inevitable
Source URL: https://www.theregister.com/2025/09/10/nvidia_rubin_cpx/ Source: The Register Title: Nvidia’s context-optimized Rubin CPX GPUs were inevitable Feedly Summary: Why strap pricey, power-hungry HBM to a job that doesn’t benefit from the bandwidth? Analysis Nvidia on Tuesday unveiled the Rubin CPX, a GPU designed specifically to accelerate extremely long-context AI workflows like those seen in code assistants such…
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The Register: AI chip startup d-Matrix aspires to rack scale with JetStream I/O cards
Source URL: https://www.theregister.com/2025/09/08/dmatrix_jetstream_nic/ Source: The Register Title: AI chip startup d-Matrix aspires to rack scale with JetStream I/O cards Feedly Summary: Who needs HBM when you can juggle SRAM speed and LPDDR bulk across racks AI chip startup d-Matrix is pushing into rack scale with the introduction of its JetStream I/O cards, which are designed…
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Slashdot: Alibaba Creates AI Chip To Help China Fill Nvidia Void
Source URL: https://slashdot.org/story/25/08/29/231249/alibaba-creates-ai-chip-to-help-china-fill-nvidia-void Source: Slashdot Title: Alibaba Creates AI Chip To Help China Fill Nvidia Void Feedly Summary: AI Summary and Description: Yes Summary: The text discusses Alibaba’s development of a versatile inference chip in response to U.S. restrictions on Nvidia’s sales to China. This move is significant for AI infrastructure security and represents a…
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The Register: Alibaba looks to end reliance on Nvidia for AI inference
Source URL: https://www.theregister.com/2025/08/29/china_alibaba_ai_accelerator/ Source: The Register Title: Alibaba looks to end reliance on Nvidia for AI inference Feedly Summary: Chinese cloud provider reportedly joins the homegrown silicon party Alibaba has reportedly developed an AI accelerator amid growing pressure from Beijing to curb the nation’s reliance on Nvidia GPUs. … AI Summary and Description: Yes Summary: The…