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HPCwire (Twitter)

Foxconn marks its 50th anniversary by announcing plans to build Taiwan’s most powerful #supercomputer with 4,608 Nvidia Blackwell #GPUs, boasting 90 AI exaflops. Set for completion in 2026, learn more: ow.ly/hzSg50TKmBE.
HPC Guru (Twitter)

TSMC is expected to stop supplying chips made with 7nm or smaller processes to customers in China that are developing #AI processors or #GPUs

The move is reportedly to ensure it remains compliant with US export restrictions

https://www.theregister.com/2024/11/08/tsmc_chinese_ai_shipments/

#HPC via @TheRegister
HPC Guru (Twitter)

RT @EvanKirstel: xAI plans to expand its Colossus supercomputer tenfold to incorporate more than 1M #GPUs; work has already begun to increase the size of its facility in Memphis (Financial Times https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f via @FT @HPC_Guru
HPC Guru (Twitter)

Elon Musk’s artificial intelligence start-up @xai has pledged to expand its #Colossus supercomputer tenfold to incorporate more than 1 million #GPUs, in an effort to leap ahead of rivals such as Google, OpenAI and Anthropic

https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f

#AI #HPC via @EvanKirstel
HPC Guru (Twitter)

Look ma, no #GPUs

AWS is building a machine with hundreds of thousands of #Tranium2 processors to achieve performance of ~65 ExaFLOPS for #AI

AWS also unveiled its Trainium3 processor which will quadruple performance compared to the Trainium2

https://www.tomshardware.com/tech-industry/artificial-intelligence/aws-building-exaflops-class-supercomputer-for-ai-with-hundreds-of-thousands-trainium2-processors

#HPC
HPC Guru (Twitter)

The x86 architecture is losing share to @Arm, according to Bernstein analyst Stacy Rasgon

CPUs are existentially threatened by the rise of #AI-focused #GPUs, a market dominated by @nvidia

#HPC
HPC Guru (Twitter)

RT @HatemLtaief: @HPC_Guru @ernstdj @GeorgHager: 2!!!
Even worse with a wider gap for #GPUs.

Credits: graph from Thomas Gruber (#likwid)
HPC Guru (Twitter)

👇Interesting post by @Jukanlosreve on @MorganStanley’s take on

ASICs vs @nvidia #GPUs

Enthusiasm based on price and potential performance drove early deployments, but ultimately customers gravitated back to Nvidia, which has the most mature ecosystem

#AI #HPC via @dnystedt https://twitter.com/Jukanlosreve/status/1890347962804625866#m