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It is not a coincidence that the companies that got the most “Hopper” H100 allocations from Nvidia in 2023 were also the hyperscalers and cloud builders, who in many cases wear both hats and who are as interested in renting out their GPU capacity for others to build AI models as they are in innovating in the develop...

We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time there was the beginnings of consolidation...

How many cores is enough for server CPUs? All that we can get, and then some. For the past two decades, the game in compute engines has been to try to pack as many cores and additional functionality as possible into a socket and make the overall system price/performance come down per unit of power consumed and heat ...