Off-Prem Neocloud IREN buys OpenStack champion Mirantis Former bitcoin miner plans to build an easier cloudy AI on ramp while remaining a friend to FOSS
Systems Core Scientific accelerates crypto-to-AI pivot, converts Bitcoin mine to gigawatt-scale token farm They were doing it in Texas...
AI + ML Stop measuring AI training costs in GPU hours Why idle time, checkpointing, and cluster failures are quietly inflating your training budget
Systems A beginner's guide to GPU virtualization: passthrough, vGPU, and MIG What every IT generalist needs to know before deploying GPU workloads, and why the platform matters more than the hardware.
AI + ML Nvidia slaps forehead: I know what quantum is missing – it's AI! One error in every thousand operations is one too many
Networks No-Nvidia interconnect club delivers 2.0 spec before v1.0 silicon ships UALink splits work on physical layer and protocol specs to speed things up, literally and metaphorically
Systems How Nvidia learned to embrace the light in its quest for scale The GPU king's move to optical scale-up was inevitable
Systems Three more charged over alleged Nvidia GPU smuggling scheme to China Prosecutors say trio used Thai front companies to reroute high-end AI servers
Systems Supermicro co-founder arrested, charged over $2.5B Nvidia GPU sales to China Indictment claims dummy servers and bogus docs used to slip past US export controls
Systems Alibaba has made 470,000 AI chips, admits they’re inferior and may always be Sees optimizing its entire cloud around homebrew silicon as the way to compete
Nvidia GTC Decoding Nvidia's Groq-powered LPX and the rest of its new rack systems From LPUs and GPUs to CPUs and switches, everything you need to know about Nvidia's latest kit
Systems Nvidia's on-again off-again H200 sales in China are now on again Beijing appears to have eased its policy of pushing local GPUs
Nvidia GTC Nvidia slaps $20B Groq tech into massive new LPX racks to speed AI response time GPUzilla's $20B acquihire paves to way to AI agents that halucinate faster than ever
Nvidia GTC AI Burning Man happens next week – what to expect at Nvidia GTC 2026 From Groq-ing about tokenomics to OpenClaw and the silicon that powers it, our predictions for the hottest ticket in town
On-Prem Ex-Meta execs pop up on Nscale board as rent-a-GPU firm raises $2B Former policy boss Nick Clegg joins Cheryl Sandberg and one-time Yahoo prez Susan Decker
Systems Washington reportedly moves to tighten leash on AI chip exports Draft rules could force Nvidia and AMD to seek government approval before selling abroad
Systems Broadcom says AI companies can’t make their own silicon any time soon Offers booming customer accelerator biz as evidence, while VMware props up its software business
On-Prem Huawei brings its flatpack AI datacenters, packed full of Chinese chips, to the world Claims it can build and deploy them fast, whether they run at speed is another matter
On-Prem AMD puts $250M into Nutanix to get it building an AI stack for its GPUs Cloudy stack vendor says VMware refugees have started to arrive in large numbers, just in time to collide with supply chain woes
Systems AMD copy-pastes 6 GW chips-for-stock deal in new Meta agreement The House of Zen signed a nearly identical deal with OpenAI last fall
Personal Tech Nvidia superchip infusion finally coming to Windows PCs, report says Nv-based integrated graphics for Wintel box also in the works
Systems Positron: we don’t need no fancy HBM to compete with Nvidia’s Rubin Pleb-tier LPDDR5x apparently good enough for Arm-backed AI startup's next-gen Asimov accelerators
AI + ML Anthropic CEO: Selling H200s to China is like giving nukes to North Korea This is totally not because China is giving away its best models away for free, right?
AI + ML TSMC sees no signs of the AI boom slowing for at least two or three years 2nm process will go large this year, and bring inevitable price rises
AI + ML China's Z.ai claims it trained a model using only Huawei hardware Hasn’t revealed how much kit did the job, so Nvidia can probably rest easy
Public Sector Trump administration sets GPU export rules that put Chinese buyers at the back of the queue America first, for sales and access to foundries
Systems AMD threatens to go medieval on Nvidia with Epyc and Instinct: What we know so far AMD boasts 1000x higher AI perf by 2027 and pulls the lid off Helios compute tray ahead of 2H 2026 launch
Systems AMD clocks in with higher CPU speeds, leaves architecture untouched New chips same as the old chips
Systems Nvidia says it's more than doubled the DGX Spark’s performance since launch Just maybe not in the way you're thinking
Systems Every conference is an AI conference as Nvidia unpacks its Vera Rubin CPUs and GPUs at CES Teasing the next generation earlier than usual
Systems Everybody has a theory about why Nvidia dropped $20B on Groq - they're mostly wrong El Reg speculates about what GPUzilla really gets out of the deal
AI + ML When the AI bubble pops, Nvidia becomes the most important software company overnight Want to survive the crash? Find another way to make money with GPUs
Systems Nvidia wasting no time to flog H200s in China Shipments still waiting on approval from Beijing
The Future of the Datacenter Delays? What delays? Oracle insists its $300B cloud contract with OpenAI is on track And don't sweat the debt either, we've got plenty of capital at our disposal
Systems Silicon photonics won’t matter ‘anytime soon’ says Broadcom CEO Chips ’n’ code giant sitting on $50bn of custom AI accelerator orders, sees more to come
AI + ML AI superintelligence is a Silicon Valley fantasy, Ai2 researcher says The dream of electric sheep gets a reality check from Moore’s Law
Systems Chinese tech giants Hygon and Sugon call off merger, say they're still besties Blame changed market conditions and attitudes, not the return of Nvidia's H200 to China
Systems Nvidia's unreleased infrastructure management service isn't for tracking GPUs, but it can If you opt in to the paid service that is
Systems Feds bust nefarious plot to ship Nvidia H200s to China and hurt US As Trump gives green light to ship Nvidia H200s to China and boost US
Public Sector Trump says Nvidia can sell H200s to China – if Washington gets a 25 percent cut Blackwell and Rubin kit remain off limits
Systems Nvidia plows $2B into Synopsys to make GPUs a must-have for design, simulation customers You could do that on a CPU, but who can say no to a 30x GPU speed boost?
Supercomputing Month GPUs aren't worth their weight in gold – it just feels like they are Nvidia's accelerators look pricey, but bullion still wins on cost per ounce
PaaS + IaaS Rent-a-GPU neoclouds need to adapt or die as the AI market evolves McKinsey points out the quandary facing companies like CoreWeave
SC25 Nvidia's green500 dominance continues as France's Kairos super takes efficiency title Nvidia CPUs and GPUs dominate the bi-annual leaderboard, but FP64 performance regressions leave its long term prospectives in doubt
Personal Tech Nvidia pushes out hotfix after Windows 11 October update tanks gaming performance Quick and dirty driver aims to undo slowdown introduced in OS patch
Systems It's a good time to be the arms dealer for the AI boom Bubble? Nvidia CEO Jensen Huang doesn't see one
PaaS + IaaS Chinese web giant Tencent can't buy all the GPUs it wants Getting by with a meager $2 billion quarterly capex – vastly less than rivals, but still cashing in on AI
Systems Bolt Graphics unveils Zeus GPU built on RISC-V and path tracing tech Onboard cores use a Linux stack based on Ubuntu
The Future of the Datacenter Qualcomm announces AI accelerators and mysterious racks they’ll run in House of the Snapdragon promises – without much detail – this kit will enable coolly efficient inferencing
AI + ML Dropping Nvidia for Amazon's custom chips helped gene therapy startup Metagenomi cut AI bill 56% It's not the size of your accelerator, it's how you use it
Off-Prem Alibaba reveals 82 percent GPU resource savings – but this is no DeepSeek moment Better scheduling and resource-sharing for inferencing workloads using multiple models, not a training breakthrough
AI + ML Decomposed dinosaurs make Texas a top destination for AI bit barns Datacenter hopefuls looking to cash in on AI craze are setting up shop in Lone Star State in search of cheap power
Systems 18 zettaFLOPS of new AI compute coming online from Oracle late next year New clusters to feature 800,000 Nvidia Blackwell and 50,000 AMD Instinct MI450X GPUs
AI + ML DGX Spark, Nvidia’s tiniest supercomputer, tackles large models at solid speeds This relatively affordable AI workstation isn’t about going fast; it’s about doing everything well enough
Systems Nvidia's GB10 workstations arrive with 1 petaFLOPS of compute, 128GB of VRAM, and a $3K+ price tag Systems from Nvidia, Dell, and others available starting Oct. 15
Systems China probes Qualcomm's Autotalks deal amid rising US trade tensions Beijing insists it's business as usual – Washington might see it differently
AI + ML CoreWeave bets on serverless agent builder to woo penny-pinching enterprises Because what enterprises really love are vague consumption-based pricing models
AI + ML Stargate is nowhere near big enough to make OpenAI's tie-ups with AMD and Nvidia work Since revealing Stargate in January, Altman and friends have brought about 200 MW online - they'll need at least 16 GW to claim their red and green prize
Systems Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips Pivot will hinge on success of next-gen Maia accelerator
AI + ML Alibaba unveils $53B global AI plan – but it will need GPUs to back it up Chinese giant maps out datacenters across Europe and beyond, yet US chip curbs cast a long shadow
Systems Intel and Nvidia sitting in a tree, NVLink-I-N-G But still no hero customer for Chipzilla's Foundry biz
Systems Huawei lays out multi-year AI accelerator roadmap and claims it makes Earth’s mightiest clusters On the same day that fellow Chinese giant Tencent says its overseas cloud clientele doubled
Systems AMD tries to catch CUDA with performance-boosting ROCm 7 software House of Zen promises 3.5x improvement in inference and 3x uplift in training perf over last-gen software
AI + ML Cadence invites you to play with Nvidia’s biggest iron in its datacenter tycoon sim Using GPUs to design better bit barns for GPUs? It’s the circle of AI
Systems Nvidia's context-optimized Rubin CPX GPUs were inevitable Why strap pricey, power-hungry HBM to a job that doesn't benefit from the bandwidth?
On-Prem Microsoft inks AI infra deal with Yandex cofounder's biz for nearly $20B Netherlands based Nebius Group to deliver capacity from facility in New Jersey
AI + ML If Broadcom is helping OpenAI build AI chips, here's what they might look like Whatever happened to that Baltra thing Tan and crew were helping Apple cook up?
Systems AI arms dealer Nvidia laments the many billions lost to US-China trade war China would be a $50 billion a year market for Nvidia if Uncle Sam would let us sell competitive products, says Jensen Huang
AI + ML Nvidia details its itty bitty GB10 superchip for local AI development Starting at $2,999, tiny doesn't mean cheap
AI + ML Tinker with LLMs in the privacy of your own home using Llama.cpp Everything you need to know to build, run, serve, optimize and quantize models on your PC
HPC Japan’s Fugaku supercomputer follow-up adds Nvidia GPUs Fujitsu doesn’t have the project all to itself any more
AI + ML DeepSeek's new V3.1 release points to potent new Chinese chips coming soon Point release retuned with new FP8 datatype for better compatibility with homegrown silicon
Security Pot calls kettle black as China dubs US 'surveillance empire' over chip tracking Spy vs spy in the chips
AI + ML Boy riding bubble realizes what he's on, asks for more air Sam Altman, busily planning to spend 'trillions' more on datacenters, admitted yesterday that AI is a bit inflated
Off-Prem Tencent doesn’t care if it can buy American GPUs again – it already has all the chips it needs Sees AI costs rising but not certain revenue will match them
Cloud Infrastructure Month CoreWeave CFO: $25B raised in debt and equity in 18 months Reliant on two mega customers? Who says GPU-for-rent kingpin is a not a sustainable biz model?
Public Sector Beijing doesn't want Nvidia's H20s anywhere near sensitive government workloads Don't need to give Uncle Sam any more reason to think kill switches are a good idea
Systems Arm juices mobile GPUs with neural tech for better graphics Designs scheduled for launch in 2026, developer kit for programmers out today
Systems Nvidia gives its tiniest workstation GPUs a Blackwell boost 70W TDP means the new RTX Pro 4000 SFF and RTX Pro 2000 won't blow power budgets
Public Sector Nvidia and AMD reportedly chipping in to Washington’s coffers with 15 percent fee for China sales Trump administration’s licenses come with an IOU
Cloud Infrastructure Month AMD’s AI datacenter revenue dived due to US ban on China GPU exports Worry not, the rest of the business is EPYC and demand is RYZEN
On-Prem Altman embraces inner Viking, raids Europe with 100K GPU supercluster in Norway Facility to be built with $1 billion investment from Nscale and Aker
AI + ML Zuck tries to justify AI splurge with talk of 'superintelligence' for all You get a superintelligence and you get a superintelligence. Everybody gets a superintelligence
Systems Nvidia extends CUDA support to RISC-V just in time for next wave of Chinese CPUs The prime beneficiary of the AI boom has global ambitions
Systems China proves that open models are more effective than all the GPUs in the world OpenAI delayed its promised open-weights model since GPT-2, leaving the Middle Kingdom clearly in the lead
On-Prem Republican calls out Trump admin's decision to resume GPU sales to China Moolenaar demands answers from Commerce Secretary
Networks With Tomahawk Ultra, Broadcom asks who needs UALink when there's Ethernet? The never Nvidia networking party just got another option
Public Sector Nvidia to resume sales to China – with Trump administration approval Maybe CEO Jensen Huang's million-dollar meal at Mar-a-Lago has paid off in the form of permission to sell the H20 and a new RTX Pro GPU
HPC Nvidia CEO says China wouldn't risk building military supers with American AI chips With half the AI devs in the world, if China can't build on American hardware, they'll build on their own, Jensen warns
On-Prem CoreWeave's $9B Core Scientific acquisition is a bid for more power All the GPUs in the world aren't worth much if you don't have a place to put them
European Supercomputing AMD preps rack-scale Helios systems to contend with Nvidia's Vera Rubin NVL144
European Supercomputing AMD's MI355X is a 1.4 kW liquid-cooled monster built to battle Nvidia's Blackwell
AI Infrastructure Month AMD puts Intel in rear view mirror with Threadripper Pro 9000 high-end desktop chips
AI Infrastructure Month Intel bets you'll stack cheap GPUs to avoid spending top dollar on Nvidia Pros
AI Infrastructure Month Plan to keep advanced chips from China with tracking tech gains support in Congress
AI Infrastructure Month AMD’s first crack at Nvidia hampered by half-baked training software, says TensorWave boss
AI Infrastructure Month Anthropic calls for tougher GPU export controls as Nvidia's CEO implores Trump to spread the AI love
Datacenter Networking Nexus UALink debuts its first AI interconnect spec – usable in just 18 short months
AI + ML Tencent slows pace of GPU rollout as DeepSeek helps it wring more performance from fewer accelerators
On-Prem Like a kid handing in homework at the last minute, Supermicro finally files its missing financial figures
On-Prem Datacenter energy demand in bitbarn 'capital of the world' Virginia nearly doubled in second half of 2024
