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THE NEXT PLATFORM
If the workload-specific datacenter dominates in the near term, it could be RISC-V’s time to shine. While most often associated with embedded devices, there is a push to use RISC-V as the base for AI and targeted workloads, giving the ISA a springboard into much largersystems.
FIRST LOOK AT “FRONTIER” SUPERCOMPUTER’S STORAGE Oak Ridge National Lab’s forthcoming “Frontier” supercomputer will be blazing a multitude of new trails when it goes live in 2022. While it is easy to focus on the massive scale of the compute resources, that scalability presents new challenges from an I/O standpoint. “Scale is always a SOME PRECISE DATA ABOUT CLOUDY INFRASTRUCTURE The things we like best about watching the high end of the IT sector are seeing new technologies come out that have the potential to change the IT landscape and then seeing some market data that proves a technology either did or did not foment the expected change. Theanalysts at
TALKING CHIP WITH AMPERE COMPUTING CEO RENEE JAMES Talking Chip With Ampere Computing CEO Renee James. May 19, 2021 Timothy Prickett Morgan. Compute 0. Outside of the HPC market where there are a number of companies that have delivered or are working on Arm-based server processors, Ampere Computing is the main independent supplier of Arm-based server chips with its current 80-core Altrachips
THE PROSPECTS FOR AN ARM SERVER INSURRECTION All of this data is a leading indicator of sorts for the prospects of an Arm-ed insurrection in the datacenter. No one is foolish enough to put percent of server shipment stakes in the ground in 2021, as Arm Holdings did in 2011 and 2015 and 2016. But we think it CRAZY MOVE #1486: WHAT IF INTEL BUYS VMWARE Crazy Move #1486: What If Intel Buys VMware. Does Michael Dell want to be Intel’s largest shareholder? Maybe, just maybe. And there could be an interesting turn of events once VMware is spun off to shareholders in Dell (the company), leaving Dell (the man) as VMware’s largest shareholder, with an approximate 42 percent stake. CHINA’S EXASCALE PROTOTYPE SUPERCOMPUTER TESTS AI WORKLOADS China’s Exascale Prototype Supercomputer Tests AI Workloads. We are starting to see more exascale and large supercomputing sites benchmark and project on deep learning capabilities of systems designed for HPC applications but only a few have run system-wide tests to see how their machines might stack up against standard CNN and other metrics. IBM CHIPS IN TO DRIVE 2 NANOMETER SEMICONDUCTOR MANUFACTURING IBM Chips In To Drive 2 Nanometer Semiconductor Manufacturing. May 6, 2021 Timothy Prickett Morgan. Compute 1. Big Blue got out of the chip foundry business when it sold off its IBM Microelectronics division to GlobalFoundries, itself a spinout of AMD, in 2014. The hope, no doubt, was that IBM could get out of investing in its foundries, which CXL AND GEN-Z IRON OUT A COHERENT INTERCONNECT STRATEGY CXL and its coherent memory interconnect were designed to link processors to their accelerators and memory class storage within a system, and Gen-Z was primarily designed as a memory fabric that could have lots of different compute engines hanging off it, WHY THE FORTUNE 500 IS (JUST) FINALLY DUMPING HADOOP Change comes slow because production IT environments are the engines of business. It takes those engines grinding to a halt or halting that production to spur new thinking—and this shift from Hadoop is only just now gathering steam among these giants. Over the years, we have talked to companies at the upper end of the Fortune 500 acrossTHE NEXT PLATFORM
If the workload-specific datacenter dominates in the near term, it could be RISC-V’s time to shine. While most often associated with embedded devices, there is a push to use RISC-V as the base for AI and targeted workloads, giving the ISA a springboard into much largersystems.
FIRST LOOK AT “FRONTIER” SUPERCOMPUTER’S STORAGE Oak Ridge National Lab’s forthcoming “Frontier” supercomputer will be blazing a multitude of new trails when it goes live in 2022. While it is easy to focus on the massive scale of the compute resources, that scalability presents new challenges from an I/O standpoint. “Scale is always a SOME PRECISE DATA ABOUT CLOUDY INFRASTRUCTURE The things we like best about watching the high end of the IT sector are seeing new technologies come out that have the potential to change the IT landscape and then seeing some market data that proves a technology either did or did not foment the expected change. Theanalysts at
TALKING CHIP WITH AMPERE COMPUTING CEO RENEE JAMES Talking Chip With Ampere Computing CEO Renee James. May 19, 2021 Timothy Prickett Morgan. Compute 0. Outside of the HPC market where there are a number of companies that have delivered or are working on Arm-based server processors, Ampere Computing is the main independent supplier of Arm-based server chips with its current 80-core Altrachips
THE PROSPECTS FOR AN ARM SERVER INSURRECTION All of this data is a leading indicator of sorts for the prospects of an Arm-ed insurrection in the datacenter. No one is foolish enough to put percent of server shipment stakes in the ground in 2021, as Arm Holdings did in 2011 and 2015 and 2016. But we think it CRAZY MOVE #1486: WHAT IF INTEL BUYS VMWARE Crazy Move #1486: What If Intel Buys VMware. Does Michael Dell want to be Intel’s largest shareholder? Maybe, just maybe. And there could be an interesting turn of events once VMware is spun off to shareholders in Dell (the company), leaving Dell (the man) as VMware’s largest shareholder, with an approximate 42 percent stake. CHINA’S EXASCALE PROTOTYPE SUPERCOMPUTER TESTS AI WORKLOADS China’s Exascale Prototype Supercomputer Tests AI Workloads. We are starting to see more exascale and large supercomputing sites benchmark and project on deep learning capabilities of systems designed for HPC applications but only a few have run system-wide tests to see how their machines might stack up against standard CNN and other metrics. IBM CHIPS IN TO DRIVE 2 NANOMETER SEMICONDUCTOR MANUFACTURING IBM Chips In To Drive 2 Nanometer Semiconductor Manufacturing. May 6, 2021 Timothy Prickett Morgan. Compute 1. Big Blue got out of the chip foundry business when it sold off its IBM Microelectronics division to GlobalFoundries, itself a spinout of AMD, in 2014. The hope, no doubt, was that IBM could get out of investing in its foundries, which CXL AND GEN-Z IRON OUT A COHERENT INTERCONNECT STRATEGY CXL and its coherent memory interconnect were designed to link processors to their accelerators and memory class storage within a system, and Gen-Z was primarily designed as a memory fabric that could have lots of different compute engines hanging off it, WHY THE FORTUNE 500 IS (JUST) FINALLY DUMPING HADOOP Change comes slow because production IT environments are the engines of business. It takes those engines grinding to a halt or halting that production to spur new thinking—and this shift from Hadoop is only just now gathering steam among these giants. Over the years, we have talked to companies at the upper end of the Fortune 500 across SERVER BUDGETS ON THE MEND AS PANDEMIC TRIES TO END 1 day ago · “The first quarter 2021 server market performance benefited from a comparison against the most difficult quarter of last year’s pandemic stricken year, but this fact doesn’t tell a complete story,” explained Paul Maguranis, senior research analyst for Infrastructure Platforms and Technologies at IDC, in a statement accompanying the figures. FLAKY I/O GETTING YOU DOWN? THIS PANEL PROMISES SOME LIGHT PROMO Today’s AI and HPC systems can encompass 1,000s of CPUs and GPUs, all drawing on vast amounts of memory and storage.And, if we’re honest, all over woefully inadequate interconnects. Tomorrow’s AI models and HPC workloads will only get bigger and more demanding – NLP models increased three orders of magnitude from 2019to 2020 alone.
WHY IBM IS SUING GLOBALFOUNDRIES OVER CHIP ROADMAP FAILURES The timing is a bit suspect, particularly with rumors swirling around about Mubadala Investment Company, the investment arm of the oil producing nation of Abu Dhabi and the owner of GlobalFoundries, getting ready to file an initial public offering this year on a stock market in the United States. That IPO is projected to be worth $20 billion to $30 billion, thanks in large part to the A 35 PETABYTE ALL-FLASH BALANCING ACT Last week, we introduced the Perlmutter supercomputer, the next-gen system at NERSC that will likely secure the #5 spot on the Top 500 list of the world’s most powerful machines. In that piece we kept the conversation about compute and capabilities but the real star of the show is in the storage AMD ON WHY CHIPLETS—AND WHY NOW “The cost to manufacture an integrated chip has been steadily climbing, with a sharp increase in the latest generations due to increased mask layers (e.g. for multiple patterning), more challenging and complex manufacturing (advanced metallurgy, A TALE OF TWO ENTERPRISE IT BEASTIES During the April quarter, Dell’s servers and networking business had $4.11 billion in revenues, up 9.3 percent, and storage sales fell by two-tenths of a point to $3.8 billion, resulting in the Infrastructure Services Group at Dell having a combined $7.91 billion in sales, up4.5 percent.
THE PROSPECTS FOR AN ARM SERVER INSURRECTION All of this data is a leading indicator of sorts for the prospects of an Arm-ed insurrection in the datacenter. No one is foolish enough to put percent of server shipment stakes in the ground in 2021, as Arm Holdings did in 2011 and 2015 and 2016. But we think it AI IS RISC-V'S TROJAN HORSE INTO THE DATACENTER If the workload-specific datacenter dominates in the near term, it could be RISC-V’s time to shine. While most often associated with embedded devices, there is a push to use RISC-V as the base for AI and targeted workloads, giving the ISA a springboard into much largersystems.
A FIRST PEEK AT CHINA’S SUNWAY EXASCALE SUPERCOMPUTER Details have just emerged on the architecture of one of these three machines, the Sunway exascale machine that is the follow-on to the Sunway TaihuLight system installed at the National Supercomputing Center in Wuxi, one of a dozen such centers around the Middle Kingdom. The TaihuLight system was unveiled at the International Supercomputing conference in June 2016 with much fanfare THE GPU IS THE WORST The GPU Is The Worst – And Best – Thing To Happen To The FPGA. A decade or so before the GPU started storming the datacenter thanks to Nvidia’s Tesla GPU accelerators and their CUDA parallel programming environment and CPU offload model, FPGAs were starting to gain traction as accelerators in their own right.THE NEXT PLATFORM
If the workload-specific datacenter dominates in the near term, it could be RISC-V’s time to shine. While most often associated with embedded devices, there is a push to use RISC-V as the base for AI and targeted workloads, giving the ISA a springboard into much largersystems.
FIRST LOOK AT “FRONTIER” SUPERCOMPUTER’S STORAGE Oak Ridge National Lab’s forthcoming “Frontier” supercomputer will be blazing a multitude of new trails when it goes live in 2022. While it is easy to focus on the massive scale of the compute resources, that scalability presents new challenges from an I/O standpoint. “Scale is always a SOME PRECISE DATA ABOUT CLOUDY INFRASTRUCTURE The things we like best about watching the high end of the IT sector are seeing new technologies come out that have the potential to change the IT landscape and then seeing some market data that proves a technology either did or did not foment the expected change. Theanalysts at
TALKING CHIP WITH AMPERE COMPUTING CEO RENEE JAMES Talking Chip With Ampere Computing CEO Renee James. May 19, 2021 Timothy Prickett Morgan. Compute 0. Outside of the HPC market where there are a number of companies that have delivered or are working on Arm-based server processors, Ampere Computing is the main independent supplier of Arm-based server chips with its current 80-core Altrachips
CRAZY MOVE #1486: WHAT IF INTEL BUYS VMWARE Crazy Move #1486: What If Intel Buys VMware. Does Michael Dell want to be Intel’s largest shareholder? Maybe, just maybe. And there could be an interesting turn of events once VMware is spun off to shareholders in Dell (the company), leaving Dell (the man) as VMware’s largest shareholder, with an approximate 42 percent stake. IBM’S SYSTEMS BUSINESS AWAITS THE RED HAT EFFECT That “real” IBM systems business accounted for $5.78 billion in sales, down 1.36 percent and comprising 32.6 percent of total sales. We estimate that this “real” systems business had gross profits of $1.91 billion, or about 33 percent of revenues. The software has very high margins, the hardware – not so much. But you can’t have the IMPROVING SURGICAL PRECISION WITH AUGMENTED REALITY Improving surgical precision with augmented reality. Medivis’ SurgicalAR platform is truly groundbreaking. It integrates augmented reality, artificial intelligence and computer vision to advance surgical planning. Leveraging the Microsoft HoloLens 2 AR headset, SurgicalAR enables physicians to visualize patient imagingholographically
CXL AND GEN-Z IRON OUT A COHERENT INTERCONNECT STRATEGY CXL and its coherent memory interconnect were designed to link processors to their accelerators and memory class storage within a system, and Gen-Z was primarily designed as a memory fabric that could have lots of different compute engines hanging off it, THE KILLER APPS FOR FPGAS COULD BE SMARTNICS AND STORAGE The lines between SmartNICs and computational storage are still a bit blurry, in fact, according to Bertschmann, whose company is putting FPGAs into NVM-Express flash drives to accelerate data analytics, machine learning, storage, and databases at the storage device level. “There is going to be a push and a pull between where to do certain VERTICAL INTEGRATION IS EATING THE DATACENTER, PART ONE Vertical Integration Is Eating The Datacenter, Part One. Best of breed and vertical integration are two opposing forces that have been part of the datacenter since mainframes first fired up six decades ago in rooms with glass windows in them so companies could show off their technical prowess and financial might.THE NEXT PLATFORM
If the workload-specific datacenter dominates in the near term, it could be RISC-V’s time to shine. While most often associated with embedded devices, there is a push to use RISC-V as the base for AI and targeted workloads, giving the ISA a springboard into much largersystems.
FIRST LOOK AT “FRONTIER” SUPERCOMPUTER’S STORAGE Oak Ridge National Lab’s forthcoming “Frontier” supercomputer will be blazing a multitude of new trails when it goes live in 2022. While it is easy to focus on the massive scale of the compute resources, that scalability presents new challenges from an I/O standpoint. “Scale is always a SOME PRECISE DATA ABOUT CLOUDY INFRASTRUCTURE The things we like best about watching the high end of the IT sector are seeing new technologies come out that have the potential to change the IT landscape and then seeing some market data that proves a technology either did or did not foment the expected change. Theanalysts at
TALKING CHIP WITH AMPERE COMPUTING CEO RENEE JAMES Talking Chip With Ampere Computing CEO Renee James. May 19, 2021 Timothy Prickett Morgan. Compute 0. Outside of the HPC market where there are a number of companies that have delivered or are working on Arm-based server processors, Ampere Computing is the main independent supplier of Arm-based server chips with its current 80-core Altrachips
CRAZY MOVE #1486: WHAT IF INTEL BUYS VMWARE Crazy Move #1486: What If Intel Buys VMware. Does Michael Dell want to be Intel’s largest shareholder? Maybe, just maybe. And there could be an interesting turn of events once VMware is spun off to shareholders in Dell (the company), leaving Dell (the man) as VMware’s largest shareholder, with an approximate 42 percent stake. IBM’S SYSTEMS BUSINESS AWAITS THE RED HAT EFFECT That “real” IBM systems business accounted for $5.78 billion in sales, down 1.36 percent and comprising 32.6 percent of total sales. We estimate that this “real” systems business had gross profits of $1.91 billion, or about 33 percent of revenues. The software has very high margins, the hardware – not so much. But you can’t have the IMPROVING SURGICAL PRECISION WITH AUGMENTED REALITY Improving surgical precision with augmented reality. Medivis’ SurgicalAR platform is truly groundbreaking. It integrates augmented reality, artificial intelligence and computer vision to advance surgical planning. Leveraging the Microsoft HoloLens 2 AR headset, SurgicalAR enables physicians to visualize patient imagingholographically
CXL AND GEN-Z IRON OUT A COHERENT INTERCONNECT STRATEGY CXL and its coherent memory interconnect were designed to link processors to their accelerators and memory class storage within a system, and Gen-Z was primarily designed as a memory fabric that could have lots of different compute engines hanging off it, THE KILLER APPS FOR FPGAS COULD BE SMARTNICS AND STORAGE The lines between SmartNICs and computational storage are still a bit blurry, in fact, according to Bertschmann, whose company is putting FPGAs into NVM-Express flash drives to accelerate data analytics, machine learning, storage, and databases at the storage device level. “There is going to be a push and a pull between where to do certain VERTICAL INTEGRATION IS EATING THE DATACENTER, PART ONE Vertical Integration Is Eating The Datacenter, Part One. Best of breed and vertical integration are two opposing forces that have been part of the datacenter since mainframes first fired up six decades ago in rooms with glass windows in them so companies could show off their technical prowess and financial might. SERVER BUDGETS ON THE MEND AS PANDEMIC TRIES TO END 15 hours ago · “The first quarter 2021 server market performance benefited from a comparison against the most difficult quarter of last year’s pandemic stricken year, but this fact doesn’t tell a complete story,” explained Paul Maguranis, senior research analyst for Infrastructure Platforms and Technologies at IDC, in a statement accompanying the figures. AMD ON WHY CHIPLETS—AND WHY NOW “The cost to manufacture an integrated chip has been steadily climbing, with a sharp increase in the latest generations due to increased mask layers (e.g. for multiple patterning), more challenging and complex manufacturing (advanced metallurgy, FLAKY I/O GETTING YOU DOWN? THIS PANEL PROMISES SOME LIGHT 1 day ago · PROMO Today’s AI and HPC systems can encompass 1,000s of CPUs and GPUs, all drawing on vast amounts of memory and storage.And, if we’re honest, all over woefully inadequate interconnects. Tomorrow’s AI models and HPC workloads will only get bigger and more demanding – NLP models increased three orders of magnitude from 2019 to 2020 alone. AI IS RISC-V'S TROJAN HORSE INTO THE DATACENTER If the workload-specific datacenter dominates in the near term, it could be RISC-V’s time to shine. While most often associated with embedded devices, there is a push to use RISC-V as the base for AI and targeted workloads, giving the ISA a springboard into much largersystems.
WHY IBM IS SUING GLOBALFOUNDRIES OVER CHIP ROADMAP FAILURES 1 day ago · The timing is a bit suspect, particularly with rumors swirling around about Mubadala Investment Company, the investment arm of the oil producing nation of Abu Dhabi and the owner of GlobalFoundries, getting ready to file an initial public offering this year on a stock market in the United States. That IPO is projected to be worth $20 billion to $30 billion, thanks in large part to the A 35 PETABYTE ALL-FLASH BALANCING ACT Last week, we introduced the Perlmutter supercomputer, the next-gen system at NERSC that will likely secure the #5 spot on the Top 500 list of the world’s most powerful machines. In that piece we kept the conversation about compute and capabilities but the real star of the show is in the storage A TALE OF TWO ENTERPRISE IT BEASTIES During the April quarter, Dell’s servers and networking business had $4.11 billion in revenues, up 9.3 percent, and storage sales fell by two-tenths of a point to $3.8 billion, resulting in the Infrastructure Services Group at Dell having a combined $7.91 billion in sales, up4.5 percent.
MPI ON NEUROMORPHIC HARDWARE SHOWS GREATER PROMISE Collaborators from Politencnico di Torino implemented the SpinMPI library, which provides both synchronization and core primitives for message passing. The library “allows users to easily port any MPI algorithm implemented for standard computers to the SpiNNaker neuromorphic platform, effectively acting as an interface between any C language, MPI-compliant program, and the native SpiNNaker BIG BLUE OPEN SOURCES THE CORE INSIDE BLUEGENE/Q Earlier this month, we were talking to the James Kulina, the new executive director of the OpenPower Foundation, which is the organization created by IBM and Google back in the summer of 2013 to create a community around the Power architecture. IBM had already open sourced the Power instruction set last summer, and Kulina, who has spent his career in the open source software THE GPU IS THE WORST The GPU Is The Worst – And Best – Thing To Happen To The FPGA. A decade or so before the GPU started storming the datacenter thanks to Nvidia’s Tesla GPU accelerators and their CUDA parallel programming environment and CPU offload model, FPGAs were starting to gain traction as accelerators in their own right.THE NEXT PLATFORM
What is a legacy data management and data analytics platform with 1,800 large enterprise customers worth? That’s a tough question to answer, obviously, but private equity firms KKR and Clayton, Dubilier & Rice have an answer when it comes to commercial Hadoop pioneer Cloudera: $5.3 billion. CRAZY MOVE #1486: WHAT IF INTEL BUYS VMWARE Crazy Move #1486: What If Intel Buys VMware. Does Michael Dell want to be Intel’s largest shareholder? Maybe, just maybe. And there could be an interesting turn of events once VMware is spun off to shareholders in Dell (the company), leaving Dell (the man) as VMware’s largest shareholder, with an approximate 42 percent stake. CHINA’S EXASCALE PROTOTYPE SUPERCOMPUTER TESTS AI WORKLOADS China’s Exascale Prototype Supercomputer Tests AI Workloads. We are starting to see more exascale and large supercomputing sites benchmark and project on deep learning capabilities of systems designed for HPC applications but only a few have run system-wide tests to see how their machines might stack up against standard CNN and other metrics. IBM’S SYSTEMS BUSINESS AWAITS THE RED HAT EFFECT That “real” IBM systems business accounted for $5.78 billion in sales, down 1.36 percent and comprising 32.6 percent of total sales. We estimate that this “real” systems business had gross profits of $1.91 billion, or about 33 percent of revenues. The software has very high margins, the hardware – not so much. But you can’t have the WHY THE FORTUNE 500 IS (JUST) FINALLY DUMPING HADOOP Change comes slow because production IT environments are the engines of business. It takes those engines grinding to a halt or halting that production to spur new thinking—and this shift from Hadoop is only just now gathering steam among these giants. Over the years, we have talked to companies at the upper end of the Fortune 500 across THE BIRTH OF THE DISTRIBUTED CLOUD The Birth Of The Distributed Cloud. There is a seismic shift that is about to reshape enterprise IT. Due to key trends like AI and IoT, applications and data as encapsulated in their supporting infrastructure are increasingly being spread across multiple datacenters – some on premises and some in multiple clouds – andedge sites.
THE KILLER APPS FOR FPGAS COULD BE SMARTNICS AND STORAGE The lines between SmartNICs and computational storage are still a bit blurry, in fact, according to Bertschmann, whose company is putting FPGAs into NVM-Express flash drives to accelerate data analytics, machine learning, storage, and databases at the storage device level. “There is going to be a push and a pull between where to do certain WHAT’S BEHIND ONE NVME STORAGE COMPANY’S METEORIC RISE What’s Behind One NVMe Storage Company’s Meteoric Rise. There is plenty of potential to upset traditional storage via leveraging on-board NVMe devices and while the competition is thick and fierce, there are a few companies that are already standing out in 2021. It’s never easy to cut through the hyperbole and look at the realnumbers for
HPC IN 2020: THE CLOUD’S GROWTH SPURT BEGINS IN EARNEST As we roll into 2020, it’s shaping up to be a banner year for cloud-based high performance computing. As we recently reported, market research specialist Hyperion Research thinks we hit a tipping point in 2019 with cloud spending for high performance computing, forecasting a compounded annual growth rate of 24.6 percent over the next five years.. That means that in 2020, HPC cloud revenue VERTICAL INTEGRATION IS EATING THE DATACENTER, PART ONE Vertical Integration Is Eating The Datacenter, Part One. Best of breed and vertical integration are two opposing forces that have been part of the datacenter since mainframes first fired up six decades ago in rooms with glass windows in them so companies could show off their technical prowess and financial might.THE NEXT PLATFORM
What is a legacy data management and data analytics platform with 1,800 large enterprise customers worth? That’s a tough question to answer, obviously, but private equity firms KKR and Clayton, Dubilier & Rice have an answer when it comes to commercial Hadoop pioneer Cloudera: $5.3 billion. CRAZY MOVE #1486: WHAT IF INTEL BUYS VMWARE Crazy Move #1486: What If Intel Buys VMware. Does Michael Dell want to be Intel’s largest shareholder? Maybe, just maybe. And there could be an interesting turn of events once VMware is spun off to shareholders in Dell (the company), leaving Dell (the man) as VMware’s largest shareholder, with an approximate 42 percent stake. CHINA’S EXASCALE PROTOTYPE SUPERCOMPUTER TESTS AI WORKLOADS China’s Exascale Prototype Supercomputer Tests AI Workloads. We are starting to see more exascale and large supercomputing sites benchmark and project on deep learning capabilities of systems designed for HPC applications but only a few have run system-wide tests to see how their machines might stack up against standard CNN and other metrics. IBM’S SYSTEMS BUSINESS AWAITS THE RED HAT EFFECT That “real” IBM systems business accounted for $5.78 billion in sales, down 1.36 percent and comprising 32.6 percent of total sales. We estimate that this “real” systems business had gross profits of $1.91 billion, or about 33 percent of revenues. The software has very high margins, the hardware – not so much. But you can’t have the WHY THE FORTUNE 500 IS (JUST) FINALLY DUMPING HADOOP Change comes slow because production IT environments are the engines of business. It takes those engines grinding to a halt or halting that production to spur new thinking—and this shift from Hadoop is only just now gathering steam among these giants. Over the years, we have talked to companies at the upper end of the Fortune 500 across THE BIRTH OF THE DISTRIBUTED CLOUD The Birth Of The Distributed Cloud. There is a seismic shift that is about to reshape enterprise IT. Due to key trends like AI and IoT, applications and data as encapsulated in their supporting infrastructure are increasingly being spread across multiple datacenters – some on premises and some in multiple clouds – andedge sites.
THE KILLER APPS FOR FPGAS COULD BE SMARTNICS AND STORAGE The lines between SmartNICs and computational storage are still a bit blurry, in fact, according to Bertschmann, whose company is putting FPGAs into NVM-Express flash drives to accelerate data analytics, machine learning, storage, and databases at the storage device level. “There is going to be a push and a pull between where to do certain WHAT’S BEHIND ONE NVME STORAGE COMPANY’S METEORIC RISE What’s Behind One NVMe Storage Company’s Meteoric Rise. There is plenty of potential to upset traditional storage via leveraging on-board NVMe devices and while the competition is thick and fierce, there are a few companies that are already standing out in 2021. It’s never easy to cut through the hyperbole and look at the realnumbers for
HPC IN 2020: THE CLOUD’S GROWTH SPURT BEGINS IN EARNEST As we roll into 2020, it’s shaping up to be a banner year for cloud-based high performance computing. As we recently reported, market research specialist Hyperion Research thinks we hit a tipping point in 2019 with cloud spending for high performance computing, forecasting a compounded annual growth rate of 24.6 percent over the next five years.. That means that in 2020, HPC cloud revenue VERTICAL INTEGRATION IS EATING THE DATACENTER, PART ONE Vertical Integration Is Eating The Datacenter, Part One. Best of breed and vertical integration are two opposing forces that have been part of the datacenter since mainframes first fired up six decades ago in rooms with glass windows in them so companies could show off their technical prowess and financial might. A 35 PETABYTE ALL-FLASH BALANCING ACT 1 day ago · Last week, we introduced the Perlmutter supercomputer, the next-gen system at NERSC that will likely secure the #5 spot on the Top 500 list of the world’s most powerful machines. In that piece we kept the conversation about compute and capabilities but the real star of the show is in the storage PULLING ALL THE PIECES TOGETHER AT HITACHI VANTARA 1 day ago · When Gajen Kandiah took over as CEO of Hitachi Vantara a year ago after almost 15 years with IT services company Cognizant, he found a company with a deep history in the data storage space, growing strength in services and a presence in the fast-growing edge computingrealm. It
SEPARATING COMPUTE AND STORAGE IN HYPERCONVERGED Included in the enhancements are the expected upgrades to the hardware and software, but at the same time the company is offering VxRail dynamic nodes, changing what has been a staple of HCI appliances – the merging of the compute and storage – by enabling enterprises to separate the two within VxRail to make the systems run more efficiently both on premises and in hybrid cloud A TALE OF TWO ENTERPRISE IT BEASTIES The so-called “Magnificent 7” or “Super 8” hyperscalers and cloud builders of the world may comprise a substantial slice of worldwide sales of servers, storage, and networking, and the cloud capacity and hyperscale services they provide may in turn represent a significant – but nowhere near dominant – chunk of overall ITspending.
FIRST LOOK AT “FRONTIER” SUPERCOMPUTER’S STORAGE First Look at “Frontier” Supercomputer’s Storage Infrastructure. Oak Ridge National Lab’s forthcoming “Frontier” supercomputer will be blazing a multitude of new trails when it goes live in 2022. While it is easy to focus on the massive scale of the compute resources, that scalability presents new challenges from an I/Ostandpoint.
MPI ON NEUROMORPHIC HARDWARE SHOWS GREATER PROMISE Collaborators from Politencnico di Torino implemented the SpinMPI library, which provides both synchronization and core primitives for message passing. The library “allows users to easily port any MPI algorithm implemented for standard computers to the SpiNNaker neuromorphic platform, effectively acting as an interface between any C language, MPI-compliant program, and the native SpiNNaker NVME 2.0 FIRMS FOUNDATION FOR FUTURE STORAGE SHIFTS NVMe 2.0 Firms Foundation for Future Storage Shifts Store Why Cloudera Might Be Worth $5.3 Billion After All Store Separating Compute And Storage In Hyperconverged Infrastructure Store TALKING CHIP WITH AMPERE COMPUTING CEO RENEE JAMES Outside of the HPC market where there are a number of companies that have delivered or are working on Arm-based server processors, Ampere Computing is the main independent supplier of Arm-based server chips with its current 80-core Altra chips and its impending 128-core Altra Max chips, which are sampling now and will start shipping in the thirdquarter.
ACCELERATING DEEP LEARNING INSIGHTS WITH NEW GPU-BASED GPU-based solutions are empowering more informed, real-time decisions: “With the need to embed more intelligence and automation into data analytics to address scientific and business challenges, artificial intelligence-based techniques are growing in importance.HPE’s systems and solutions innovations announced today address key performance and expertise constraints affecting deep learning. EMPOWERING MANUFACTURERS WITH SCALABLE, HARDWARE-BASED A recent report found that 21% of manufacturers have suffered a loss of sensitive or proprietary data from cyberattacks, and it’s estimated that approximately $400 billion worth of IP leaves the U.S. each year. By centralizing sensitive data and mission-critical files in the data center, manufacturers can feel confident about delivering data to remote devices or issuing company laptops toTHE NEXT PLATFORM
What is a legacy data management and data analytics platform with 1,800 large enterprise customers worth? That’s a tough question to answer, obviously, but private equity firms KKR and Clayton, Dubilier & Rice have an answer when it comes to commercial Hadoop pioneer Cloudera: $5.3 billion. CRAZY MOVE #1486: WHAT IF INTEL BUYS VMWARE Crazy Move #1486: What If Intel Buys VMware. Does Michael Dell want to be Intel’s largest shareholder? Maybe, just maybe. And there could be an interesting turn of events once VMware is spun off to shareholders in Dell (the company), leaving Dell (the man) as VMware’s largest shareholder, with an approximate 42 percent stake. CHINA’S EXASCALE PROTOTYPE SUPERCOMPUTER TESTS AI WORKLOADS China’s Exascale Prototype Supercomputer Tests AI Workloads. We are starting to see more exascale and large supercomputing sites benchmark and project on deep learning capabilities of systems designed for HPC applications but only a few have run system-wide tests to see how their machines might stack up against standard CNN and other metrics. IBM’S SYSTEMS BUSINESS AWAITS THE RED HAT EFFECT That “real” IBM systems business accounted for $5.78 billion in sales, down 1.36 percent and comprising 32.6 percent of total sales. We estimate that this “real” systems business had gross profits of $1.91 billion, or about 33 percent of revenues. The software has very high margins, the hardware – not so much. But you can’t have the WHY THE FORTUNE 500 IS (JUST) FINALLY DUMPING HADOOP Change comes slow because production IT environments are the engines of business. It takes those engines grinding to a halt or halting that production to spur new thinking—and this shift from Hadoop is only just now gathering steam among these giants. Over the years, we have talked to companies at the upper end of the Fortune 500 across THE BIRTH OF THE DISTRIBUTED CLOUD The Birth Of The Distributed Cloud. There is a seismic shift that is about to reshape enterprise IT. Due to key trends like AI and IoT, applications and data as encapsulated in their supporting infrastructure are increasingly being spread across multiple datacenters – some on premises and some in multiple clouds – andedge sites.
THE KILLER APPS FOR FPGAS COULD BE SMARTNICS AND STORAGEDIFFERENCE BETWEEN ASIC AND FPGA The lines between SmartNICs and computational storage are still a bit blurry, in fact, according to Bertschmann, whose company is putting FPGAs into NVM-Express flash drives to accelerate data analytics, machine learning, storage, and databases at the storage device level. “There is going to be a push and a pull between where to do certain WHAT’S BEHIND ONE NVME STORAGE COMPANY’S METEORIC RISE What’s Behind One NVMe Storage Company’s Meteoric Rise. There is plenty of potential to upset traditional storage via leveraging on-board NVMe devices and while the competition is thick and fierce, there are a few companies that are already standing out in 2021. It’s never easy to cut through the hyperbole and look at the realnumbers for
HPC IN 2020: THE CLOUD’S GROWTH SPURT BEGINS IN EARNEST As we roll into 2020, it’s shaping up to be a banner year for cloud-based high performance computing. As we recently reported, market research specialist Hyperion Research thinks we hit a tipping point in 2019 with cloud spending for high performance computing, forecasting a compounded annual growth rate of 24.6 percent over the next five years.. That means that in 2020, HPC cloud revenue VERTICAL INTEGRATION IS EATING THE DATACENTER, PART ONEWHAT IS VERTICALLY INTEGRATED MANUFACTURING Vertical Integration Is Eating The Datacenter, Part One. Best of breed and vertical integration are two opposing forces that have been part of the datacenter since mainframes first fired up six decades ago in rooms with glass windows in them so companies could show off their technical prowess and financial might.THE NEXT PLATFORM
What is a legacy data management and data analytics platform with 1,800 large enterprise customers worth? That’s a tough question to answer, obviously, but private equity firms KKR and Clayton, Dubilier & Rice have an answer when it comes to commercial Hadoop pioneer Cloudera: $5.3 billion. CRAZY MOVE #1486: WHAT IF INTEL BUYS VMWARE Crazy Move #1486: What If Intel Buys VMware. Does Michael Dell want to be Intel’s largest shareholder? Maybe, just maybe. And there could be an interesting turn of events once VMware is spun off to shareholders in Dell (the company), leaving Dell (the man) as VMware’s largest shareholder, with an approximate 42 percent stake. CHINA’S EXASCALE PROTOTYPE SUPERCOMPUTER TESTS AI WORKLOADS China’s Exascale Prototype Supercomputer Tests AI Workloads. We are starting to see more exascale and large supercomputing sites benchmark and project on deep learning capabilities of systems designed for HPC applications but only a few have run system-wide tests to see how their machines might stack up against standard CNN and other metrics. IBM’S SYSTEMS BUSINESS AWAITS THE RED HAT EFFECT That “real” IBM systems business accounted for $5.78 billion in sales, down 1.36 percent and comprising 32.6 percent of total sales. We estimate that this “real” systems business had gross profits of $1.91 billion, or about 33 percent of revenues. The software has very high margins, the hardware – not so much. But you can’t have the WHY THE FORTUNE 500 IS (JUST) FINALLY DUMPING HADOOP Change comes slow because production IT environments are the engines of business. It takes those engines grinding to a halt or halting that production to spur new thinking—and this shift from Hadoop is only just now gathering steam among these giants. Over the years, we have talked to companies at the upper end of the Fortune 500 across THE BIRTH OF THE DISTRIBUTED CLOUD The Birth Of The Distributed Cloud. There is a seismic shift that is about to reshape enterprise IT. Due to key trends like AI and IoT, applications and data as encapsulated in their supporting infrastructure are increasingly being spread across multiple datacenters – some on premises and some in multiple clouds – andedge sites.
THE KILLER APPS FOR FPGAS COULD BE SMARTNICS AND STORAGEDIFFERENCE BETWEEN ASIC AND FPGA The lines between SmartNICs and computational storage are still a bit blurry, in fact, according to Bertschmann, whose company is putting FPGAs into NVM-Express flash drives to accelerate data analytics, machine learning, storage, and databases at the storage device level. “There is going to be a push and a pull between where to do certain WHAT’S BEHIND ONE NVME STORAGE COMPANY’S METEORIC RISE What’s Behind One NVMe Storage Company’s Meteoric Rise. There is plenty of potential to upset traditional storage via leveraging on-board NVMe devices and while the competition is thick and fierce, there are a few companies that are already standing out in 2021. It’s never easy to cut through the hyperbole and look at the realnumbers for
HPC IN 2020: THE CLOUD’S GROWTH SPURT BEGINS IN EARNEST As we roll into 2020, it’s shaping up to be a banner year for cloud-based high performance computing. As we recently reported, market research specialist Hyperion Research thinks we hit a tipping point in 2019 with cloud spending for high performance computing, forecasting a compounded annual growth rate of 24.6 percent over the next five years.. That means that in 2020, HPC cloud revenue VERTICAL INTEGRATION IS EATING THE DATACENTER, PART ONEWHAT IS VERTICALLY INTEGRATED MANUFACTURING Vertical Integration Is Eating The Datacenter, Part One. Best of breed and vertical integration are two opposing forces that have been part of the datacenter since mainframes first fired up six decades ago in rooms with glass windows in them so companies could show off their technical prowess and financial might. A 35 PETABYTE ALL-FLASH BALANCING ACT 23 hours ago · Last week, we introduced the Perlmutter supercomputer, the next-gen system at NERSC that will likely secure the #5 spot on the Top 500 list of the world’s most powerful machines. In that piece we kept the conversation about compute and capabilities but the real star of the show is in the storage PULLING ALL THE PIECES TOGETHER AT HITACHI VANTARA 23 hours ago · When Gajen Kandiah took over as CEO of Hitachi Vantara a year ago after almost 15 years with IT services company Cognizant, he found a company with a deep history in the data storage space, growing strength in services and a presence in the fast-growing edge computing realm. It SEPARATING COMPUTE AND STORAGE IN HYPERCONVERGED Included in the enhancements are the expected upgrades to the hardware and software, but at the same time the company is offering VxRail dynamic nodes, changing what has been a staple of HCI appliances – the merging of the compute and storage – by enabling enterprises to separate the two within VxRail to make the systems run more efficiently both on premises and in hybrid cloud A TALE OF TWO ENTERPRISE IT BEASTIES The so-called “Magnificent 7” or “Super 8” hyperscalers and cloud builders of the world may comprise a substantial slice of worldwide sales of servers, storage, and networking, and the cloud capacity and hyperscale services they provide may in turn represent a significant – but nowhere near dominant – chunk of overall ITspending.
MPI ON NEUROMORPHIC HARDWARE SHOWS GREATER PROMISE Collaborators from Politencnico di Torino implemented the SpinMPI library, which provides both synchronization and core primitives for message passing. The library “allows users to easily port any MPI algorithm implemented for standard computers to the SpiNNaker neuromorphic platform, effectively acting as an interface between any C language, MPI-compliant program, and the native SpiNNaker NVME 2.0 FIRMS FOUNDATION FOR FUTURE STORAGE SHIFTS NVMe 2.0 Firms Foundation for Future Storage Shifts Store Why Cloudera Might Be Worth $5.3 Billion After All Store Separating Compute And Storage In Hyperconverged Infrastructure Store FIRST LOOK AT “FRONTIER” SUPERCOMPUTER’S STORAGE First Look at “Frontier” Supercomputer’s Storage Infrastructure. Oak Ridge National Lab’s forthcoming “Frontier” supercomputer will be blazing a multitude of new trails when it goes live in 2022. While it is easy to focus on the massive scale of the compute resources, that scalability presents new challenges from an I/Ostandpoint.
TALKING CHIP WITH AMPERE COMPUTING CEO RENEE JAMES Outside of the HPC market where there are a number of companies that have delivered or are working on Arm-based server processors, Ampere Computing is the main independent supplier of Arm-based server chips with its current 80-core Altra chips and its impending 128-core Altra Max chips, which are sampling now and will start shipping in the thirdquarter.
ACCELERATING DEEP LEARNING INSIGHTS WITH NEW GPU-BASED GPU-based solutions are empowering more informed, real-time decisions: “With the need to embed more intelligence and automation into data analytics to address scientific and business challenges, artificial intelligence-based techniques are growing in importance.HPE’s systems and solutions innovations announced today address key performance and expertise constraints affecting deep learning. EMPOWERING MANUFACTURERS WITH SCALABLE, HARDWARE-BASED Andrew Rink, Global Marketing Strategy, NVIDIA Success in manufacturing today depends on the ability to innovate quickly, reduce time-to-market for new products, and continuously drive efficiencies across internal processes. Virtual GPU (vGPU) solutions from NVIDIA® are empowering manufacturers to accelerate innovation across the entire product development cycle. These software innovationsMENU
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AMD DOUBLES DOWN – AND UP – WITH ROME EPYC SERVER CHIPS __August 7, 2019 __0 It has been a long time coming: The day when AMD can put a processor up against any Xeon that Intel can deliver and absolutelyCompute
TALKING HIGH BANDWIDTH WITH IBM’S POWER10 ARCHITECT __August 6, 2019 __0 As the lead engineer on the Power10 processor, Bill Starke already knows what most of us have to guess about Big Blue’s next iterationin
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PAVING THE WAY FOR TWO SYSTEM ARCHITECTURE PATHS __August 5, 2019 __0 The IT industry is all about evolution, building on what’s been done in the past to address the demands of the future. In recent years,Compute
STRATIX 10 SX AT THE HEART OF INTEL’S MOST POWERFUL FPGAACCELERATOR
__August 5, 2019 __0 Intel has started shipping a new FPGA accelerator card based on the high-end Stratix 10 SX FPGA. Known as the Programmable AcceleratorCard D5005, the
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INTEL GOES BAREFOOT AS IT LEAVES THE OMNI-PATH __August 1, 2019 __5 The handwriting has been on the wall for some time now, but Intel has quietly dropped its 200 Gb/sec Omni-Path networking from its roadmapsand
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BRINGING DEVOPS CONTROL TO BEAR ON AI APPLICATIONS __July 31, 2019 __0 Enterprises are putting a lot of time, money, and resources behind their nascent artificial intelligence efforts, banking on the fact that they can automate theCloud
SOMETIMES, AI HARDWARE ECONOMICS ARGUES FOR COLOCATION __July 31, 2019 __0 Nvidia’s DGX platforms are powerhouses for training neural networks, offering up to 2 petaflops of peak machine learning performance. But the GPU-laden systems come withCompute
REAL COMPETITION PUTS INTEL DATA CENTER GROUP IN THE PINCHERS __July 29, 2019 __4 There has never been a better time to wait to buy processors for servers, and in the second quarter of this year, based on theAI
THE SINGULARITY IS NEARER: MICROSOFT PLACES $1 BILLION BET ON ARTIFICIAL GENERAL INTELLIGENCE __July 26, 2019 __1 Microsoft is investing $1 billion in AI research company OpenAI to build a set of technologies that can deliver artificial general intelligence (AGI). The multiyearCloud
BARE METAL CLOUD TAKES THE FIGHT TO ON-PREMISE HPC CLUSTERS __July 26, 2019 __0 In the HPC cloud business, Oracle is a relative newcomer. As we reported in November 2018, the company jumped into the fray less thana
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THE SWITCH-ROUTER WAR IS OVER, AND HYPERSCALERS WON __July 23, 2019 __0 It is hard to say what will happen first: Switching and routing will merge, or an independent networking operating system that can do bothwill
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BIG BLUE’S RED HAT BRINGS A BIG CHANGE OF HEART __July 18, 2019 __2 Perhaps, many years hence, we will call the company that, more than any other, created the enterprise computing environment Big Purple nowthat it has
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INTEL AIMS TO SCALE UP NEUROMORPHIC COMPUTING __July 16, 2019 __0 Intel has moved a step closer to commercial neuromorphic computing with the development of a 64-chip system that provides eight million artificial neurons. Codenamed Pohoiki SIGN UP TO OUR NEWSLETTER Featuring highlights, analysis, and stories from the week directly from us to your inbox with nothing in between.Subscribe now
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BRINGING DEVOPS CONTROL TO BEAR ON AI APPLICATIONS __July 31, 2019 __0 Enterprises are putting a lot of time, money, and resources behind their nascent artificial intelligence efforts, banking on the fact that they can automate the*
THE SINGULARITY IS NEARER: MICROSOFT PLACES $1 BILLION BET ON ARTIFICIAL GENERAL INTELLIGENCE __July 26, 2019 __1 Microsoft is investing $1 billion in AI research company OpenAI to build a set of technologies that can deliver artificial general intelligence (AGI). The multiyear*
INTEL PREPARES TO GRAFT GOOGLE’S BFLOAT16 ONTO PROCESSORS __July 15, 2019 __2 Training deep neural networks is one of the more computationally intensive applications running in datacenters today. Arguably, training these models is even more compute-demanding than*
STRATIX 10 SX AT THE HEART OF INTEL’S MOST POWERFUL FPGAACCELERATOR
__August 5, 2019 __0 Intel has started shipping a new FPGA accelerator card based on the high-end Stratix 10 SX FPGA. Known as the Programmable AcceleratorCard D5005, the
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INTEL GOES BAREFOOT AS IT LEAVES THE OMNI-PATH __August 1, 2019 __5 The handwriting has been on the wall for some time now, but Intel has quietly dropped its 200 Gb/sec Omni-Path networking from its roadmapsand
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