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VOICE ARCHIVE

@hpc_guru

@hpc_guru
66 posts
2024-11-20
#UK will fall behind #supercomputer rivals, head of axed £800mn project warns Mark Parsons (@mark_epcc), who led #exascale venture in @EPCCed, says it would be a ‘disaster’ if funding is not restarted Paywall: https://www.ft.com/... #HPC #SC24 via @RogerHighfield
2024-11-20 View on X
Financial Times

Mark Parsons, who led the axed £800M UK supercomputer project, warns that the UK, which no longer has a machine ranked in the top 50, risks falling behind

Anna Gross / Financial Times :

2024-11-03
Nvidia is replacing Intel in the Dow Jones Industrial Average, a shakeup that reflects a massive change in the semiconductor industry @Nvidia shares have gained more than 170% this year, while @Intel has lost over half its value https://www.cnbc.com/... #HPC #AI
2024-11-03 View on X
Bloomberg

Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February 2024; Intel joined the index in 1999

Intel's 25-year reign has come to an end Varsha Agarwal / DNA India : Nvidia to replace rival Intel in Dow Jones indices by November 8 Kara Greenberg / Investopedia : Nvidia To Tak...

2024-11-02
Nvidia is replacing Intel in the Dow Jones Industrial Average, a shakeup that reflects a massive change in the semiconductor industry @Nvidia shares have gained more than 170% this year, while @Intel has lost over half its value https://www.cnbc.com/... #HPC #AI
2024-11-02 View on X
Bloomberg

Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February 2024; Intel joined the index in 1999

- Intel, Dow Inc. are set to leave the 30-member index  — Nvidia up 3.2% in post-market trading, while Intel is down 2%

2024-11-01
Everything you want to know about @Intel Q3 financial results in 🧵by @IanCutress 👇 o Tough times at Intel as Gross Margin at 15% o Significant restructuring charges ➡️ Net Loss o $10B cost reduction plan o #18A on target, regular node cadence at 14A and beyond #HPC #AI
2024-11-01 View on X
CNBC

Intel reports Q3 revenue down 6% YoY to $13.28B, vs. $13.02B est., a net loss of $16.99B, and Q4 guidance above estimates; INTC jumps 6%+ after hours

Intel shares rose 7% in extended trading on Thursday after the chipmaker reported better-than-expected earnings and issued quarterly guidance that topped estimates.

2024-10-30
.@PGelsinger's affront to Taiwan was part of a series of missteps as @Intel CEO He inherited a troubled company that had lost its edge in manufacturing and had ceded chips used for #AI & mobiles to rivals But Gelsinger compounded those problems https://www.reuters.com/...
2024-10-30 View on X
Reuters

Dozens of sources share how Intel CEO Pat Gelsinger fumbled the company's revival, including offending TSMC with Taiwan comments and losing a deep TSMC discount

Forget having the wrong fab and SKUs and now having to try to claw back so much market share: where's their vaunted organizational IQ?  —  Intel's market cap is down 66% but even t...

2024-10-23
There seems to be near-universal belief in #AI that #agents are the next big thing When you give a Claude a mouse: @emollick shares his first impressions of power & weaknesses It had a strategy and it was willing to revise it based on what it learned https://www.oneusefulthing.org/ ... [image]
2024-10-23 View on X
One Useful Thing

Claude Sonnet 3.5 hands-on: the AI understood a basic game and its mechanics, had a strategy, was willing to revise it based on learning, but fragilities remain

Some quick impressions of an actual agent  —  There seems to be near-universal belief in AI that agents are the next big thing.

2024-10-11
@LisaSu @AMD On the #GPU front, @AMDInstinct #MI300 claims up to 30% higher performance than the Nvidia #H100 Launch of #MI325X - 256GB HBM3E- OCP compliant platform - claim up to 1.4x inference over #H200 Close to par with H200 on #AI training perf on Llama-2 70B #AI #HPC [image]
2024-10-11 View on X
CNBC

AMD launches its Instinct MI325X GPU to compete with Nvidia's upcoming Blackwell chips and says production will start in 2024, but doesn't disclose its pricing

AMD launched a new artificial-intelligence chip on Thursday that is taking direct aim at Nvidia's data center graphics processors, known as GPUs.

.@AMD #MI350 CDNA4 #GPU in 2H2025 will be a generational performance leap over CDNA3 o 7x #AI compute o 1.5x memory bandwidth and capacity o Improved network o FP6 and FP4 datatypes [image]
2024-10-11 View on X
CNBC

AMD launches its Instinct MI325X GPU to compete with Nvidia's upcoming Blackwell chips and says production will start in 2024, but doesn't disclose its pricing

AMD launched a new artificial-intelligence chip on Thursday that is taking direct aim at Nvidia's data center graphics processors, known as GPUs.

2024-09-28
.@OpenAI launched GPT 4o without compiling all of its evaluation data because it wanted to launch before Google I/O #GenAI via @dseetharaman
2024-09-28 View on X
Wall Street Journal

Current and former staff say OpenAI has rushed product announcements and safety testing, lost its lead over rivals, and Altman is detached from the day-to-day

now it's just another tech company Ananya Gairola / Benzinga : OpenAI Execs Feared ChatGPT-Parent Would Collapse After Departure Of Ilya Sutskever, Tried To Woo Him Back And Almost...

2024-08-20
.@AMD acquires @ZTSystems @LisaSu told @PatrickMoorhead that AMD would not enter the systems business as Nvidia has with DGX #AI #HPC
2024-08-20 View on X
Wall Street Journal

AMD agrees to buy New Jersey-based ZT Systems, founded in 1994 to design and make servers, server racks, and other infrastructure, for $4.9B, closing in H1 2025

chipmaker strengthens AI ecosystem with ZT Systems' expertise in server design Josh Norem / ExtremeTech : AMD Acquires AI Infrastructure Company ZT Systems for $4.9 Billion Diana G...

2024-06-06
ASML became Europe's second-biggest listed company, overtaking luxury conglomerate LVMH by market value for the first time ever https://www.bloomberg.com/...
2024-06-06 View on X
Wall Street Journal

A profile of ASML CEO Christophe Fouquet, a 51-year-old Frenchman who sources say supports global tech collaboration, as ASML starts to worry about geopolitics

ASML makes some of the most advanced chip-making machines.  It must balance Western demands to curb China's access while keeping a foothold in a key market.

ASML became Europe's second-biggest listed company, overtaking luxury conglomerate LVMH by market value for the first time ever https://www.bloomberg.com/...
2024-06-06 View on X
Bloomberg

ASML's stock jumped 8.1% on June 5 to reach a ~€377B market cap, passing fashion conglomerate LVMH for the first time; only Novo Nordisk is worth more in Europe

Bloomberg :

2024-05-29
.@OpenAI has begun training a new flagship #AI model that would succeed GPT-4 A new Safety and Security Committee to explore how it should handle the risks posed by the new model and future technologies https://www.nytimes.com/...
2024-05-29 View on X
New York Times

OpenAI creates a Safety and Security Committee to explore AI risks and begins training its new flagship AI model, which won't arrive for at least nine months

.@OpenAI has begun training a new flagship #AI model that would succeed GPT-4 A new Safety and Security Committee to explore how it should handle the risks posed by the new model and future technologies https://www.nytimes.com/...
2024-05-29 View on X
Bloomberg

In a podcast, ex-OpenAI board member Helen Toner says the board learned of ChatGPT's launch on Twitter, criticizes Sam Altman's leadership on safety, and more

- Helen Toner spoke about Sam Altman's firing in a new podcast  — Toner has called for more regulation around AI safety

2024-05-28
.@OpenAI has begun training a new flagship #AI model that would succeed GPT-4 A new Safety and Security Committee to explore how it should handle the risks posed by the new model and future technologies https://www.nytimes.com/...
2024-05-28 View on X
New York Times

OpenAI creates a Safety and Security Committee to explore AI risks and begins training its new flagship AI model, which won't arrive for at least nine months

The advanced A.I. system would succeed GPT-4, which powers ChatGPT.  The company has also created a new safety committee to address A.I.'s risks.

2024-05-13
63rd #Top500 is out! o #Frontier @ORNL remains #1 o #Aurora @argonne becomes the 2nd official #Exascale #supercomputer o Only new #Top10 system is #Alps @cscsch https://top500.org/... #HPC #AI #ISC24 [image]
2024-05-13 View on X
Tom's Hardware

Top500: the Intel-powered Aurora supercomputer, not yet fully operational, came second behind the AMD-powered Frontier, but did take first in an AI benchmark

Aurora faces stability issues from hardware failures, cooling malfunctions, and operational errors.

#Green500: all Top 3 machines are new to the list And all 3 are based on Nvidia #GH200 1. JEDI - 72.73 GF/w 2. Isambard-AI - 68.83 GF/w 3. Helios - 66.95 GF/w https://top500.org/... #HPC #AI #GPU #ISC24 [image]
2024-05-13 View on X
Tom's Hardware

Top500: the Intel-powered Aurora supercomputer, not yet fully operational, came second behind the AMD-powered Frontier, but did take first in an AI benchmark

Aurora faces stability issues from hardware failures, cooling malfunctions, and operational errors.

#Top500 Vendor Share @Lenovo has the most systems @HPE has the most performance #HPC #AI #ISC24 [image]
2024-05-13 View on X
Tom's Hardware

Top500: the Intel-powered Aurora supercomputer, not yet fully operational, came second behind the AMD-powered Frontier, but did take first in an AI benchmark

Aurora faces stability issues from hardware failures, cooling malfunctions, and operational errors.

2023-11-29
.@awscloud unveils @Arm-based #Graviton4 #Graviton4 provides up to 30% better compute performance, 50% more cores, and 75% more memory bandwidth than current generation Graviton3 https://press.aboutamazon.com/ ... #Cloud #HPC #AI [image]
2023-11-29 View on X
About Amazon

AWS unveils Graviton4, with 50% more cores, 75% more memory bandwidth, and up to 30% more performance than Graviton3, and Trainium2 for up to 4x faster training

.@awscloud unveils @Arm-based #Graviton4 #Graviton4 provides up to 30% better compute performance, 50% more cores, and 75% more memory bandwidth than current generation Graviton3 https://press.aboutamazon.com/ ... #Cloud #HPC #AI [image]
2023-11-29 View on X
New York Times

Amazon launches Amazon Q, a workplace-focused AI assistant that starts at $20/user/month and competes with ChatGPT Enterprise, Microsoft's Copilot, and others

Amazon has been racing to shake off the perception that it is lagging in the push to take advantage of artificial intelligence.