Advanced Computing in the Age of AI|Friday, February 28, 2020
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Google Nation: $10B for Office, Data Center Expansion in 11 States

Google Nation: $10B for Office, Data Center Expansion in 11 States

Google disclosed in a blog it will invest $10 billion in office and data center expansion around ...

Micron Deep Learning Accelerator Gets Memory Boost

Micron Deep Learning Accelerator Gets Memory Boost

Deep learning accelerators based on chip architectures coupled with high-bandwidth memory are emerging to enable near real-time ...

Intel Updates 2nd Gen Xeon Scalable Chips and 5G Network Portfolio Products

Intel Updates 2nd Gen Xeon Scalable Chips and 5G Network Portfolio Products

Intel this morning announced an 18-SKU update to its second-generation Xeon Scalable chip lineup for data center ...

Nvidia Reports Strong Revenue, Earnings Growth

Nvidia Reports Strong Revenue, Earnings Growth

Nvidia is back. Way back. After four straight down quarters, the GPU juggernaut announced blockbuster earnings for ...

Happening Now
Thursday, February 27 Wednesday, February 26 Tuesday, February 25 More Happening Now

Silicon

February 27, 2020
Google disclosed in a blog it will invest $10 billion in office and data center expansion around the U.S. this year, generating thousands of new jobs in the process. This follows an investment of $13 billion in its national footprint last year. According to Sundar Pichai, Alphabet and Google CEO, Google will expand in 26 states, with new facilities ... Full article
February 26, 2020
Deep learning accelerators based on chip architectures coupled with high-bandwidth memory are emerging to enable near real-time processing of machine learning algorithms. Memory chip specialist Micron Technology argues that hardware accelerators linked to higher memory densities are the best way to accelerate “memory bound” AI applications. Micron (NASDAQ: MU) announced a partnership this week with German automotive supplier Continental ... Full article
February 24, 2020
Intel this morning announced an 18-SKU update to its second-generation Xeon Scalable chip lineup for data center workloads, stating that the refreshed Gold processor delivers an average of 1.36-times higher performance and 1.42-times better performance-per-dollar compared with the first generation of the chip (i.e., the first-gen Cascade Lakes). The company said the processors — labeled with an “R” (refresh), ... Full article
February 14, 2020
Nvidia is back. Way back. After four straight down quarters, the GPU juggernaut announced blockbuster earnings for the period ended January 26, beating analysts’ expectations for both revenue and profits, and showing particular strength in the data center server processor market. The company reported sales of $3.11 billion and earned an adjusted $1.89 a share, exceeding predictions of $1.67 ... Full article
February 13, 2020
The unrelenting spread of the coronavirus is endangering global electronics supply chains, raising the possibility that planned 5G wireless deployments could be at risk. The rollout of key components such as next-generation 5G New Radio has begun. Global availability remains limited, analysts note, and could be slowed further if the virus forces key electronics manufacturers in China to slow ... Full article
February 10, 2020
Today, one need only turn on a TV to be inundated with commercials touting the benefits and potential of AI. Applications that could hardly be envisioned a short time ago are now becoming commonplace, and the outlook is that AI will grow by leaps and bounds. But achieving the promise of AI requires computing platforms that deliver high-performance, robustness ... Full article
February 4, 2020
Computer scientists at the University of Michigan have come up with a faster way to schedule cloud microservices via a new algorithm running on a custom processor. The platform, called Q-Zilla, is based on a widely used scheduling algorithm called SITA, for Size-Interval Task Assignment. The variation on the SITA algorithm classifies tasks, scheduling the simplest at the front ... Full article
February 3, 2020
Emerging AI workloads are propelling the booming Chinese server market, particularly those hosting programmable co-processors capable of supporting graphics chips used for parallel processing of machine learning tasks. The chief benefactor has been China’s server leader, Inspur (SHA: 600756). According to datacenter market survey, demand for server co-processors has helped Inspur expand its China market dominance over Huawei, Dell ... Full article
January 29, 2020
Wall Street’s ardor for Advanced Micro Devices cooled somewhat today as the company’s shares, the stock market's top performer the last two years, fell nearly 6 percent to $47.51 after AMD reported a somewhat downbeat forecast with its latest quarterly earnings report. AMD’s fourth quarter revenue of $2.13 billion was slightly above the analysts’ average predictions of $2.11 billion ... Full article
January 29, 2020
AI processors are reinvigorating the global semiconductor industry, prompting at least one market tracker to predict a three-fold increase in AI chip applications over the next five years. In a survey of AI adoption released this week, IHS Markit predicts AI applications will explode to $128.9 billion by 2025, up from about $42.8 billion in 2019. The AI processor ... Full article
January 14, 2020
The dizzying pace of technology innovation often fueled by the growing availability of computing horsepower is underscored by the race to develop unique designs and application that can be patented. Among the goals of many of the companies we track is building up their intellectual property portfolios to provide a steady stream of licensing revenue when markets turn south. ... Full article
January 13, 2020
The number of 5G wireless connections is forecast to soar 150 percent over the next five years as infrastructure rollouts gather momentum for connecting sensors and other edge devices. The forecast released this week by Juniper Research estimates the total number of 5G connections will jump from about 5 million subscribers in 2019 to a staggering 1.5 billion globally ... Full article
December 16, 2019
Intel continues to expand its push into AI silicon with the acquisition of Israeli-based Habana Labs, a specialist in deep learning accelerators for datacenters—a capability Intel hopes to extend to the network edge. The acquisition announced by Intel on Monday (Dec. 16) is valued at about $2 billion. Additional terms of the purchase were not disclosed. Intel Capital was ... Full article
December 12, 2019
Change within Intel’s upper management – and to its company mission – has continued as a published report has disclosed that chip technology heavyweight Gary Patton, GlobalFoundries’ CTO and R&D SVP as well as former IBM VP of semiconductor R&D, has joined Intel as corporate VP and GM of design enablement. He will report to CTO Michael Mayberry. The ... Full article
December 11, 2019
Cisco Systems unveiled its networking framework of the future this week aimed at scaling internet performance for emerging enterprise workloads like AI and machine learning along with network routers for Internet of Things and other 5G-driven applications and services. The networking giant (NASDAQ: CSCO) announced a programmable silicon architecture as the foundation of a framework that includes the “un-bundling” ... Full article
December 10, 2019
Designed to push the frontiers of computing chip and systems performance optimized for AI workloads, an 8 petaflop IBM Power9-based supercomputer has been unveiled in upstate New York that will be used by IBM data and computer scientists, by academic researchers and by industrial and commercial end-users. Installed at the Rensselaer Polytechnic Institute Center for Computational Innovations (CCI), the ... Full article
December 9, 2019
An infrastructure vendor zeroing in on AI and machine learning workloads has added GPU support to a Kubernetes-based appliance designed to handle those emerging applications in containers while adding GPU horsepower to scale in-house workloads to the cloud. Diamanti, a five-year-old startup that recently closed a $35 million funding round, unveiled this week what it claims is the first ... Full article
December 3, 2019
The “x86 Big Bang,” in which market dominance of the venerable Intel CPU has exploded into fragments of processor options suited to varying workloads, has now encompassed CPUs offered by the leading public cloud services provider, AWS, which today announced it has further invested in its Graviton Arm-based chip for general purpose, scale-out workloads, including containerized microservices, web servers ... Full article
November 15, 2019
Graphcore, the U.K. AI chip developer, is expanding collaboration with Microsoft to offer its intelligent processing units on the Azure cloud, making Microsoft the first large public cloud vendor to offer the IPU designed for machine learning workloads. Azure support for IPUs is the culmination of more than two years of collaboration between the software giant (NASDAQ: MSFT) and ... Full article
November 13, 2019
Tencent, the Chinese cloud giant, said it would use AMD’s newest Epyc processor in its internally-designed server. The design win adds further momentum to AMD’s bid to erode rival Intel Corp.’s dominance of the global cloud and datacenter server markets. The partners announced this week that Tencent Cloud’s new servers will implement AMD’s “Star Lake” platform based on the ... Full article

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