It’s been an eventful week for the high performance computing and data center industry as many chip makers, including Nvidia and AMD, and data center suppliers announced new products and architectures during the Computex show in Taiwan. Among the flurry of announcements, we view Super Micro’s introduction of liquid-cooled AI racks and bullish expectations about…
There has been a lot of talk lately about the implications of surging AI usage. While the focus has been on electric power consumption, the water intensity of data centers should also emerge as a major challenge going forward. Indeed, AI is catalyzing a shift towards power-hungry “monster chips” that are becoming increasingly difficult to maintain…
The last couple of weeks have been highly supportive for the nuclear industry, confirming that companies in the uranium/nuclear ecosystem are entering into a new era of growth. It is indeed becoming evident that AI is going to drive electricity demand to new heights with the US Department of Energy undersecretary for infrastructure recently commenting…
There have been signs of improving activity lately on the two leading Metaverse platforms, Roblox and Epic. While the former posted growth in average daily active users in a 17-22% range in recent quarters, the latter opened its Fortnite virtual world to major brands Lego and Disney that have or are in the process of…
Even if it’s a decades-old industry, video games remain an incredibly young business that stands at the forefront of new technologies including, obviously, AI. Since the beginning of the year, AI has been all about multimodal models and notably text-to-video, with OpenAI revealing its generative model Sora. But Google pushed the envelope of what’s possible,…
After some panic selling in recent days sparked notably by the absence of a Super Micro preannouncement, it looks like investor worries could start to ease following a set of strong quarterly figures and encouraging comments from Tesla, Vertiv and Texas Instruments. One of the highlights in the Tesla report was the major ramp-up of…
The disruption caused by Generative AI is not only deeply impacting the Tech industry and (soon) almost any economic activity but it will also have geopolitical, environmental, and energetic consequences. Since the early 2000s, cloud computing has rapidly grown to become the dominant IT platform, delivering any type of digital and/or communication service around the…
Reports have surfaced in the last couple of days about the concerted attempts of large Tech companies including Intel, Qualcomm and Google to break Nvidia’s dominance in data center AI chips by creating an open-source software platform on which developers can build AI models and apps. Indeed, Nvidia’s monopoly on the booming AI training segment…
A lot has been said in the last couple of days about the impressive performances of Nvidia’s latest family of chips, Blackwell. But one thing that has gone largely unnoticed is Nvidia’s shift towards liquid cooling for the first time for the high-end version of its next-generation DGX server subsystem, SuperPOD, that is built on…
At its semi-annual GPU Technology Conference (GTC), Nvidia showcased its latest server-class GPU family, called Blackwell, offering a jump in both computing power and bandwidth and, most importantly, a significant increase in integrated memory. As mentioned in our July 2023 article, memory is the main bottleneck in the training of large GenAI models. As data…