Forget GPUs — China unveils 2 ExaFLOPS supercomputer using only CPUs, packing 47,000 processors into 92 compute cabinets as it looks to supersede the US once again
China’s Lingsheng supercomputer aims for exascale performance using a CPU-only architecture, though its claims remain unverified for now. [...]
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The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]
Infrastructure and compute: Enterprises are buying AI compute for speed while flying blind on what it costs
Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that [...]
Google debuts AI chips with 4X performance boost, secures Anthropic megadeal worth billions
Google Cloud is introducing what it calls its most powerful artificial intelligence infrastructure to date, unveiling a seventh-generation Tensor Processing Unit and expanded Arm-based computing optio [...]
Moving past speculation: How deterministic CPUs deliver predictable AI performance
For more than three decades, modern CPUs have relied on speculative execution to keep pipelines full. When it emerged in the 1990s, speculation was hailed as a breakthrough — just as pipelining and [...]
FOMO is why enterprises pay for GPUs they don't use — and why prices keep climbing
Enterprises can't fix their GPU waste problem because the fix makes the problem worse. Releasing idle capacity would improve utilization, but the same shortage driving GPU prices up is exactly wh [...]
Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Ant [...]
