Huawei starts delivering its new CloudMatrix 384 AI cluster to clients in China, competes with NVIDIA's GB200 NVL72 AI server ...

Nvidia warns that restricting access to U.S. AI hardware under new export rules could backfire by empowering rivals like ...

We model AMD reaching $15.1 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 25% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Nvidia doesn’t make servers and switches – it pays others to do it to its specifications, just like the hyperscalers and cloud builders do ... On the tensor cores, which are designed for matrix math, ...

Today, I will extend this trend into the future for us, so as to give us a better idea of what "betting on Nvidia," cloud computing ... as a commercially viable product is because it has lacked ...

Reportedly, Huawei's CloudMatrix 384 is equipped with 384 of the company's AI chips, Ascend 910C, and is positioned within Huawei as a 'nuclear-level product' comparable to NVIDIA's NVL72.

Huawei unveils AI CloudMatrix 384 system based on 384 Ascend 910C processors that can beat Nvidia's GB200 NVL72 in performance, but at the cost of efficiency.

Nvidia has a wide economic moat ... AMD is quickly expanding its GPU lineup to serve these cloud leaders. Intel also has AI accelerator products today and will likely remain focused on this ...

Technology (ML, NLP, Generative AI), Business Function (Operations & Supply Chain, Finance & Accounting), Enterprise Application, and End User - Global Forecast to 2032 The global artificial ...

The primary argument for running AI applications on the desktop instead of in the cloud is increased privacy ... and optimized for operations like matrix multiplications, convolutions, and other ...

with the Chinese tech giant claiming performance capabilities that surpass those of US chip leader Nvidia. Introduced last week, this “nuclear-level product” represents Huawei’s most ambitious attempt ...

Nvidia said Oracle has stood up its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in its data centers. NVIDIA Blackwell GPUs are now being deployed on NVIDIA DGX Cloud and Oracle Cloud ...