#datacenter-capacity

[ follow ]
#intel #xeon #dramhbm-shortages #pc-pricing #openai #amd #nvidia #gpu-supply-deals
Silicon Valley
fromTheregister
4 days ago

Intel prioritizes Xeons over client chips to meet AI demand

Intel is reallocating wafer capacity to Xeon AI datacenter CPUs, prioritizing higher-margin client chips and contributing to rising PC and memory prices.
fromTheregister
3 months ago

Stargate isn't big enough yet to make OpenAI-AMD-Nvidia work

Comment AMD has issued OpenAI a warrant for roughly 10 percent of its stock. In exchange, the AI model giant will work with its partners (such as Oracle) to deploy up to 6 gigawatts' worth of AMD GPUs. But while Wall Street rejoices and AMD's share price rallies, OpenAI faces a very real problem. To make good on either the AMD deal or a similar one with Nvidia, it will need to expand its Stargate datacenter initiative massively.
Artificial intelligence
[ Load more ]