OpenAI has committed to spending $1.15 trillion (updated to $1.4 trillion) on hardware & cloud infrastructure between 2025 & 2035. OpenAI announced they would hit $100B in 2027 which is earlier than expected. OpenAI expects to have a $20 billion per year revenue run rate at the end of this year (2025). If OpenAI hits …
In 2022, AMD completed Class B qualification for the company’s first space-grade Versal™ adaptive SoCs. The XQR Versal™ AI Core XQRVC1902 devices deliver full radiation tolerance, accelerated AI inferencing and high-bandwidth signal processing performance for satellite and space applications. The completion of Class B qualification, derived from the US military specification MIL-PRF-38535. The devices to …
AMD Helios rack-scale solution. These are liquid-cooled, 72-GPU racks powering AMD Instinct MI450 Series GPUs, AMD EPYC CPUs (Venice) and do feature integrated UALoE scale-up connectivity. Oracle buying 50K MI450 for 2026. Is that about $2 billion. The AMD Helios is a next-generation, open-standard, rack-scale AI infrastructure platform designed for large-scale AI training, inference, and …
AMD will supply up to 6 gigawatts of GPUs to the OpenAI over several years. The first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second half of 2026. The deal should generate tens of billions of dollars in revenue for AMD over the next few years. The deal …
I will review the AI chips made by AMD, Google and Tesla. It is possible that Tesla with a strong Dojo 3 chip could pass AMD as second best AI chip performance and volume of chips. The top line of Tesla Abundance slide has AI compute along with Optimus, Robotaxi and FSD. This could indicate …
Kumeran Siva of AMD talked at the Ignite AI Infra event spoke on Enterprise AI Use Cases. AMD has done the long research to create the chiplet architecture. In October, 2024 they will release their 5th generation EPYC CPU with 192 cores. They have the AMD Instinct with MI300X for generative AI. They have an …
In 2021, Intel talked reaching Zettascale in three phases. AMD CEO talked about getting to a Zettaflop in 2030-2035. AMD CEO indicated that an earlier Zettaflop supercomputer would need about 500 Megawatts of power. Exascale systems today consume 21MW of power. AMD and Intel have managed to roughly double the performance of their CPUs and …
The United States Oakridge National Lab Frontier Supercomputer is the first exaflop supercomputer. The Frontier system is the first true exascale machine with an HPL score of 1.102 Exaflop/s. The No. 1 spot is now held by the Frontier system at Oak Ridge National Laboratory (ORNL) in the US. Based on the latest HPE Cray …
El Capitan will drive unprecedented advancements in HPC and AI, powered by the next-generation AMD EPYC CPUs and Radeon Instinct GPUs. It will be a 2 exaflop supercomputer for Lawrence Livermore Labs. It is expected in 2023 and is costing $600 million. This and the Frontier 1.5 exaflop supercomputer are huge victories for AMD. Intel …
The US Missile Defense Agency and sailors aboard USS John Paul Jones (DDG 53), an Aegis baseline 9.C1 equipped destroyer, successfully fired a salvo of two SM-6 Dual I missiles against a complex medium-range ballistic missile target, demonstrating the Sea Based Terminal endo-atmospheric defensive capability and meeting the test’s primary objective. The test was conducted …
Reaction Engines of the UK has scaled back its design for the Sabre engine to bring about a demonstrator that is more affordable and better suited to early applications, including a potential X-plane. The Oxfordshire-based firm has been developing a turbine that combines both jet and rocket technologies to achieve rates five times the speed …