In defense of proprietary systems
I love open standards, but they are Phase 2.
Shipments of graphics add-in boards decline in Q1 of 24 as the market experiences a return to seasonality
Quarter to quarter, graphics add-in board shipments decreased by -7.9% and increased by 39.2% year to year.
Nvidia to launch its second supercomputer in Taiwan
Nvidia is all in, in Taiwan.
Intel GPU-esque Gaudi 3 to compete with H100/H200 GPUs on price
Gaudi 3 to cost two-thirds of Nvidia platforms.
Nvidia takes a victory lap at Computex 2024
Not much on new GPUs, but AI PCs will be full of NIMs.
Is Nvidia coming after AMD’s APU?
Windows on Arm opens up the competition, including Arm.
Quarterly GPU shipments were down -10%, has seasonality returned?
Data center GPUs were up 63% from last quarter.
CEO see, CEO do, I’ll have some AI too
Hoping to replicate Nvidia’s success, Softbank goes AI nuts.
Nvidia beats projections again, announces stock split
Data center sales rose 427% YoY, while graphics/gaming was up just 18%.
Intel AI PC processor on its way
Missed the Microsoft rollout, but has more TOPS.
UL releases its new flagship benchmark
Steel Nomad takes the place of Time Spy as UL’s premier non-ray-traced benchmark.
Update on Polish HPE Helios supercomputer
The first heterogenous TOP500 machine.