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Pretty sure that the loss of one unit in a 72 processor NVIDIA rack system doesn't kill off the whole system, and that maintenance...
Wednesday at 5:35 PM
The Toms Hardware article tells both sides - A anonymous "principal generative AI architect" at Alphabet says one year via and unquoted...
Wednesday at 5:35 PM
Cerebras is valued at about $48.8 billion based on the new IPO price of $150 to $160 per share. This is a relatively humble valuation in...
Wednesday at 5:35 PM
The best summary that I've seen published about AI data center failure rates is the following. (data published by Meta -- Nvidia GPUs...
Wednesday at 5:35 PM
K
Very interesting announcement.
Google might be missing because they are all in on optical switching (OCS) already with their...
Wednesday at 5:25 PM
K
MRC (Multipath Reliable Connection), announced by OpenAI (and AMD, Broadcom, Intel, Microsoft, Nvidia, in alphabetical order)
. Google...
Wednesday at 5:19 PM
K
Three updates on this one:
1) This article is much better than the S1 for us hardware types...
Wednesday at 5:18 PM
N
MRC (Multipath Reliable Connection), announced by OpenAI (and AMD, Broadcom, Intel, Microsoft, Nvidia, in alphabetical order)
. Google...
Wednesday at 4:44 PM
K
Thank goodness - They'll bring greater rationality to any negotiations.
Wednesday at 2:35 PM
K
The business leaders reportedly accompanying Trump to China include:
→ Elon Musk, Tesla & SpaceX CEO
→ Jensen Huang, Nvidia CEO
→ Tim...
Wednesday at 2:34 PM
There is a Sun Tzu quote that may apply here:
"Tactics without strategy is the noise before defeat"
:)
Wednesday at 11:17 AM
Even the most junior person I talk to thinks the share price is inflated on hope and hype. People are concerned that working on...
Wednesday at 11:14 AM
I've heard this over and over again from employees I know. They, and I, can't imagine what LBT is waiting for. The thinking I hear...
Wednesday at 11:13 AM
T
No big pharm CEO？
Wednesday at 10:59 AM
S
No Lisa Su as well
Wednesday at 10:51 AM
Daniel Nenni reacted to KevinK's post in the thread Cerebras to raise IPO price range to $150-$160 as demand surges, sources say with
Like.
Pretty sure that the loss of one unit in a 72 processor NVIDIA rack system doesn't kill off the whole system, and that maintenance...
kvas reacted to Xebec's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with
Haha.
There is a Sun Tzu quote that may apply here: "Tactics without strategy is the noise before defeat" :)