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'No one knows yet': Donut design could create quadrillion-transitor compute monster — analysts discuss unusual interconnection as Cerebras CEO acknowledges that we don't know what happens when multiple WSEs are connected

Cerebras Wafer-Scale Engine excelled at a timely scientific simulation ....

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No 'independent chip makers and system makers and storage makers': Industry expert paints bleakest picture of future of IT — insatiable tech appetite of Google, Microsoft and other hyperscalers could kill off competition forever

Fewer enterprises, governments, and academic institutions are running their own hardware ....

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The Silicon Valley Co-Los Know What's Really Going On With AI

If you want to get a sense of what companies are really doing with AI infrastructure, and the issues of processing and network capacity, power, and ....

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Google FLoC is Dead | Meta AI Supercomputer Lives | ARM Deal is Dead

In this week’s The Long View: Google’s FLoC proposal is dead, Meta/Facebook is buying RSC a huge AI supercomputer, and Arm “will IPO” instead of selling to Nvidia. ....

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Bringing Geek Back: Q&A with Intel CEO Pat Gelsinger

Bringing Geek Back: Q&A with Intel CEO Pat Gelsinger
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