Reuters reported something we've known for a while. Bytedance has become the largest Ascend customer
SSE has ordered 85.2m RMB of Kunpeng & Haiguang server CPUs to keep up with all the orders it's getting.
Nvidia bought Mellanox several years ago.This looks much worse for Cisco than Huawei. Nvidia has already started selling Ethernet and Infiniband switches with custom ASIC. Nvidia is probably a full data center solution to Huawei.
Yes and also Cumulus. They might become a juggernaut in networking.
Just 3000-4000? That's it ?
Reuters reported something we've known for a while. Bytedance has become the largest Ascend customer
SSE has ordered 85.2m RMB of Kunpeng & Haiguang server CPUs to keep up with all the orders it's getting.
If so Nvidia will be a very formidable opponent.Are Nvidia and Huawei on a collision path on cellular networking?
China makes AI breakthrough, reportedly trains generative AI model across multiple data centers and GPU architectures
An industry analyst recently revealed that China has developed a single generative AI (GAI) model across multiple data centers — a massive feat considering the complexity of using different GPUs in a single data center, let alone using servers in multiple geographic locations. Patrick Moorhead, Chief Analyst at Moor Insights & Strategy, said on X (formerly Twitter) that China was the first country to manage this achievement and that he discovered it during a conversation about a presumably unrelated NDA meeting.
China has gotten very good at creating and running AI training clusters with many more nodes and lower-performing hardware than the US. China was also the first to train a single GAI model across multiple data centers, too. I discovered this at the GSA meeting this week from a very large company I cannot disclose as it was an NDA conversation.
it's a stock exchange, not a AI data center. How many server CPUs do you think a stock exchange need?Just 3000-4000? That's it ?
A lot. HFT is very compute heavy.it's a stock exchange, not a AI data center. How many server CPUs do you think a stock exchange need?