TSMC's Q2: Six takeaways on genAI, AI demand
TSMC’s second quarter earnings were better-than-expected and the chip manufacturer is becoming a barometer for generative AI infrastructure demand. High-performance computing (HPC) is now more than half of TSMC's revenue.
GenAI, orginality and scaling lookalikes
Generative AI appears to be scaling lookalikes at a rapid clip and the big unknown is how long originality will last.
GPUs, Arm instances account for larger portion of cloud costs, says Datadog
GPU instances are taking a larger share of cloud enterprise spending and now are 14% of compute costs compared to 10% a year ago, according to a Datadog report analyzing AWS customer usage.
Broadcom delivers strong fiscal Q2 on AI demand, splits stock 10-for-1
Broadcom saw strong AI demand in the fiscal second quarter and said VMware accelerated its software business.
Sustainability 50 interview: Tech Mahindra's Sandeep Chandna on sustainability, AI and ROI
Tech Mahindra Chief Sustainability Officer Sandeep Chandna said sustainability has become a CFO issue as the returns on investment are obvious. "Today profitability is linked to the ESG strategy and that's been a shift over the last three to four years," said Chandna.
Microsoft Build 2024: Azure gets AMD MI300X Accelerators, Cobalt preview, OpenAI GPT-4o
Microsoft announced a bevy of additions to Azure including AMD Instinct MI300X instances, Cobalt 100 instances in preview and the latest OpenAI model, GPT-4o, in Azure OpenAI Service.
IBM open sources Granite models, integrates watsonx.governance with AWS SageMaker
IBM has open sourced its portfolio of Granite large language models under Apache 2.0 licenses on Hugging Face and GitHub, outlined a bevy of AI ecosystem partnerships and launched a series of assistants and watsonx powered tools.
Dell Technologies goes all-in on AI factories
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
CoreWeave raises $7.5 billion in debt financing for AI data center buildout
In the last 12 months, CoreWeave has raised more than $12 billion in equity and debt financing. CoreWeave's funding highlights how the generative AI boom has fueled a new category of specialized cloud vendors.
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