GB200
Nvidia’s Arm chips rapidly gain share in server market as AI booms — Nvidia’s Arm-powered GB200 servers surge as market reaches a record $95 billion in the first quarter
The global server market experienced an unprecedented surge to nearly $100 billion in the first quarter as companies heavily invested in AI-related infrastructure, according to IDC, and ‘accelerated’ servers running Arm-based processors comprise one of the most rapidly growing categories, with Arm-powered server shipments rising 70% this year. It appears that the vast majority of…
Huawei’s new AI CloudMatrix cluster beats Nvidia’s GB200 by brute force, uses 4X the power
Unable to use leading-edge process technologies to produce its high-end processors for AI, Huawei has to rely on brute force – install more processors than its industry competitors to achieve comparable performance for AI. To do this, Huawei took a multifaceted strategy that includes a dual-chiplet HiSilicon Ascend 910C processor, optical interconnections, and the Huawei…