Dell Technologies goes all-in on AI factories
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
In the last 12 months, CoreWeave has raised more than $12 billion in equity and debt financing. CoreWeave's funding highlights how the generative AI boom has fueled a new category of specialized cloud vendors.
Arm Holdings' chip designs may take over the data center over time as GPUs, cloud custom processors and Nvidia's march to AI factories gains momentum. But the road to licensing and royalty nirvana is going to be lumpy.
By unit, AMD posted record data center revenue in the first quarter of $2.3 billion, up 80% from a year ago. Growth was driven by AMD Instinct GPUs and 4th Gen AMD EPYC CPUs.
The chipmaker, which is trying to catch up in AI processors, said it expects second quarter revenue between $12.5 billion to $13.5 billion, well below the $13.61 billion Wall Street expected.
The second version of the Meta Training and Inference Accelerator (MTIA) highlights how cloud hyperscale players are creating their own processors for large language model (LLM) training and inferencing.
Google Cloud outlined a series of services and enhancements across its platform in a bid to make it easier for enterprises to bring their data to generative AI models, build applications and deploy them at scale.
Intel outlined its Intel Foundry results as it recast its financial reporting segments and added a new CFO as the unit aims for break even.
Micron Technology CEO Sanjay Mehrotra said artificial intelligence workloads are boosting demand for memory chips as AI-optimized systems with GPUs and upcoming AI PCs are faring well.
Dell Technologies said it will support Retrieval-Augmented Generation (RAG) with Nvidia systems as it rolled out a set of Dell PowerEdge servers with HGX H200, HGX B100, HGX B200 and GB200 SuperChip.
Nvidia CEO Jensen Huang said "accelerated computing has reached the tipping point" across multiple industries as the company launched new GPUs including a new platform called Blackwell, NVLink Switch Chip, applications and a developer stack that blends virtual simulations, generative AI, robotics and multiple computing fronts.
The lowly enterprise data center may be making a comeback as companies look to leverage generative AI but keep corporate data secure and lower costs.