Graphcore’s Post

As NVIDIA Elite partner Applied Digital (NASDAQ: APLD)’s newly appointed Senior Vice President of Operations Chris Jackson puts it, there is no such thing as a “mundane time in the data center industry.” The list of demands for, concerns about and outright bottlenecks faced by the data center industry has never been greater: GenAI compute. Power contraints. Land near power. Talent. Each of these demands, to some degree, shapes the flow of resources through data center providers. Here’s Jackson’s take on those challenges, his new role and working toward positioning Applied Digital as a leading provider in next-generation data centers:

MI&S Weekly Analyst Insights — Week Ending September 20, 2024 by Patrick Moorhead, Bill Curtis, Will Townsend, Melody Brue, Robert Kramer, Matt Kimball, Jason Andersen, Paul Smith-Goodson and Anshel Sag via Moor Insights & Strategy ([Global] Virtual Desktop Infrastructure) URL: https://ift.tt/jvdgRo0 The Moor Insights & Strategy team hopes you had a great weekend! This week, Patrick, Anshel, and Melody (virtually) will be in Palo Alto at HP Imagine, Anshel will also be in San Jose at Meta Connect in San Jose, and Melody will be at Verint Engage in Orlando. Last week, Anshel attended the Snap Partner Summit in Santa Monica and Patrick, Jason, Melody, and Robert attended Salesforce Dreamforce in San Francisco (and virtually). If you missed Will Townsend’s webinar with Zayo, “What’s Next for Your Network’s Foundation?” It is now available on demand! Our MI&S team published 16 deliverables: 6 Forbes Articles  1 MI&S Research Paper 1 MI&S Research Note 5 MI&S Blog Posts 3 Podcasts Over the last week, our analysts have been quoted multiple times in top-tier international publications with our thoughts on Apple, IBM, Intel, and Nokia. Patrick was on Yahoo! Finance with the Morning Brief team to talk about Intel’s AI chipmaking partnerships, and joined CNBC to discuss recent reports that Qualcomm approached Intel about a takeover. MI&S Quick Insights Artificial Intelligence (AI) (Paul Smith-Goodson) Microsoft, BlackRock, Global Infrastructure Partners, and MGX have partnered to raise $100 billion to build AI infrastructure; the group will invest in datacenters and energy infrastructure to support demand for AI computing power, primarily in the United States. The group’s initial objective is to raise $30 billion, with long-term expectations of expanding it to $100 billion with additional debt financing. The partnership’s main focus will be on datacenters and the power supply needed to run giant AI applications. A group of Chinese researchers published a paper exploring memory in large language models. The scientists believe that LLMs have a unique type of memory similar to Schrödinger’s cat. The memory can only be observed when a question is asked. The universal approximation theorem (UAT) was used to explain how LLMs can dynamically fit inputs to outputs, making it appear to remember information. Experiments were run on LLMs by training them on poems, then testing the LLM’s ability to recall the poems based on very little information. It surprised me that the LLMs could remember entire poems based only on titles and authors, even though LLMs don’t store information in a traditional memory structure. The scientists wrapped up the experiment by comparing LLM memory to human cognition. They highlighted similarities and differences and emphasized the potential of the dynamic fitting capability for creativity and innovation. Artificial Intelligence (AI) (Paul Smith-Goodson) Microsoft,...

Excited to be featured in The Register’s latest article on how Dell is paving the way for GenAI readiness with high-performance infrastructure! 🚀 In this fast-evolving field, building and optimizing datacenter networks for AI workloads is more critical than ever. Dell is leading the charge and offers end-to-end infrastructure support for generative AI workloads through advanced compute, storage, and networking technologies. We’re thrilled about our new PowerSwitch Z9864F-ON, 800G switching, and the AI enhancements in our latest Dell Enterprise SONiC release 4.4, both of which are designed to handle the high-speed, low-tail latency demands of AI. These advancements are helping our customers build robust infrastructures for training and inferencing large language models. A big thank you to the team at The Register for showcasing our efforts. We’re committed to driving the future of AI with cutting-edge technology and strategic innovation. Check out the full article here. #DellTechnologies #GenAI #AIInfrastructure #Networking #Innovation #iworkforDell

AMD acquisition of ZT Systems is a $4.9b vote of confidence in AI infrastructure. AMD's silicon + ZT's 1000 systems design engineeers is a huge stake in the $1T accelerated compute infrastructure market. Following on from their Silo AI deal AMD are trurbocharging their catchup plans to NVIDIA. It's likely the ZT engineers will join the AMD Artificial Intelligence Group (AIG), led by Senior Vice President Vamsi Boppana Stelia are the glue for this new ecosystem - a distributed hyperscaler platform building the Internet for AI and beyond. #AI #Data #Tech #Innovation https://lnkd.in/gjtq7t-2 Ingrid Lunden

AMD, a major player in the chip market, is making a bold move to strengthen its position in the AI race. AMD is acquiring ZT Systems, a company specializing in building compute infrastructure for AI, cloud, and general purpose computing, for $4.9 billion. This deal will give AMD access to ZT's expertise in designing and building AI systems, boosting its ability to offer comprehensive solutions to customers. This acquisition is a strategic move for AMD to compete with NVIDIA, which currently dominates the AI market. By combining its own chips with ZT's expertise, AMD aims to provide a more complete AI ecosystem for businesses, potentially increasing its market share and driving innovation in the AI space. This deal highlights the growing importance of AI infrastructure and the fierce competition among tech giants to dominate this rapidly evolving market. It's an exciting time to be involved in AI, and this acquisition is a clear signal of the future direction of the industry. #AI #AMD #ZTSystems #acquisition #technology #innovation #infrastructure #cloudcomputing #data #artificialintelligence #technews #business #investment #futureoftech

MI&S Weekly Analyst Insights — Week Ending September 20, 2024 by Patrick Moorhead, Bill Curtis, Will Townsend, Melody Brue, Robert Kramer, Matt Kimball, Jason Andersen, Paul Smith-Goodson and Anshel Sag via Moor Insights & Strategy ([Global] Quantum Computing) URL: https://ift.tt/jvdgRo0 The Moor Insights & Strategy team hopes you had a great weekend! This week, Patrick, Anshel, and Melody (virtually) will be in Palo Alto at HP Imagine, Anshel will also be in San Jose at Meta Connect in San Jose, and Melody will be at Verint Engage in Orlando. Last week, Anshel attended the Snap Partner Summit in Santa Monica and Patrick, Jason, Melody, and Robert attended Salesforce Dreamforce in San Francisco (and virtually). If you missed Will Townsend’s webinar with Zayo, “What’s Next for Your Network’s Foundation?” It is now available on demand! Our MI&S team published 16 deliverables: 6 Forbes Articles  1 MI&S Research Paper 1 MI&S Research Note 5 MI&S Blog Posts 3 Podcasts Over the last week, our analysts have been quoted multiple times in top-tier international publications with our thoughts on Apple, IBM, Intel, and Nokia. Patrick was on Yahoo! Finance with the Morning Brief team to talk about Intel’s AI chipmaking partnerships, and joined CNBC to discuss recent reports that Qualcomm approached Intel about a takeover. MI&S Quick Insights Artificial Intelligence (AI) (Paul Smith-Goodson) Microsoft, BlackRock, Global Infrastructure Partners, and MGX have partnered to raise $100 billion to build AI infrastructure; the group will invest in datacenters and energy infrastructure to support demand for AI computing power, primarily in the United States. The group’s initial objective is to raise $30 billion, with long-term expectations of expanding it to $100 billion with additional debt financing. The partnership’s main focus will be on datacenters and the power supply needed to run giant AI applications. A group of Chinese researchers published a paper exploring memory in large language models. The scientists believe that LLMs have a unique type of memory similar to Schrödinger’s cat. The memory can only be observed when a question is asked. The universal approximation theorem (UAT) was used to explain how LLMs can dynamically fit inputs to outputs, making it appear to remember information. Experiments were run on LLMs by training them on poems, then testing the LLM’s ability to recall the poems based on very little information. It surprised me that the LLMs could remember entire poems based only on titles and authors, even though LLMs don’t store information in a traditional memory structure. The scientists wrapped up the experiment by comparing LLM memory to human cognition. They highlighted similarities and differences and emphasized the potential of the dynamic fitting capability for creativity and innovation. Artificial Intelligence (AI) (Paul Smith-Goodson) Microsoft, BlackRock, Global...

Interesting points raised here. However, in working with Kyndryl to lower the barrier of cost of entry safely in this area as we are 100% vendor agnostic, we are shaping and structuring partnerships in the Quantum Ecosystem. We do this to provide your business the best Fit for Purpose Quantum advantage solution aligned with our native core strengths and capabilities in the technology services and management industry to answer the following questions and business and technology challenges: -Security & Resiliency: we have developed Quantum Safe offerings including developing an evolution and road map from zero trust architecture and blueprint. We have established a key partnership with #SandboxAQ to provide an automated cryptographic algorithm inventory to identify your vulnerabilities in the event of a breach. -Applications, Data & AI: what is the optimal tech and infrastructure stack, including hybrid and Quantum algorithms to take advantage of Quantum Computing that is fit for purpose for Next Generation AI and ML including Generative AI? Stay tuned as we are developing these solutions with key partners such as #NVIDIA, #Microsoft, #DWave, and #Multiverse amongst others. -Network & Edge: where are your vulnerabilities along the seven layers of your network architecture? How can your CDN (Content Delivery Networks) be secure and Quantum Safe? Our partnerships with #Cloudflare and #Akamai are ensuring safe passage here to the exciting new world of Quantum, both from a traditional network technology perspective, as well as next generation optical networking and photonic Quantum networking with protected QKD (Quantum Key Distribution) -Cloud: What do the 3 major Cloud Hyperscaler providers offer as QCaaS (Quantum Computing as a Service) to allow your enterprise a safe lower cost of entry to explore the Quantum Advantage over classical computing to solve your most pressing optimization, simulation, and regulatory challenges? -Core Enterprise Infrastructure and Z: What are the vulnerabilities in your existing compute stack and is it Fit for Purpose and sufficient for the demands of next generation compute that GenAI is bringing to the table? Reach out for a confidential discussion and no cost discovery and exploratory session with myself and our Quantum team here at #Kyndryl to explore and see where #Quantum can accelerate your business in 2024 and beyond! #Kyndryl #QuantumLeap > #QuantumSafe

MI&S Weekly Analyst Insights — Week Ending September 20, 2024 by Patrick Moorhead, Bill Curtis, Will Townsend, Melody Brue, Robert Kramer, Matt Kimball, Jason Andersen, Paul Smith-Goodson and Anshel Sag via Moor Insights & Strategy ([Global] Quantum Computing) URL: https://ift.tt/jvdgRo0 The Moor Insights & Strategy team hopes you had a great weekend! This week, Patrick, Anshel, and Melody (virtually) will be in Palo Alto at HP Imagine, Anshel will also be in San Jose at Meta Connect in San Jose, and Melody will be at Verint Engage in Orlando. Last week, Anshel attended the Snap Partner Summit in Santa Monica and Patrick, Jason, Melody, and Robert attended Salesforce Dreamforce in San Francisco (and virtually). If you missed Will Townsend’s webinar with Zayo, “What’s Next for Your Network’s Foundation?” It is now available on demand! Our MI&S team published 16 deliverables: 6 Forbes Articles  1 MI&S Research Paper 1 MI&S Research Note 5 MI&S Blog Posts 3 Podcasts Over the last week, our analysts have been quoted multiple times in top-tier international publications with our thoughts on Apple, IBM, Intel, and Nokia. Patrick was on Yahoo! Finance with the Morning Brief team to talk about Intel’s AI chipmaking partnerships, and joined CNBC to discuss recent reports that Qualcomm approached Intel about a takeover. MI&S Quick Insights Artificial Intelligence (AI) (Paul Smith-Goodson) Microsoft, BlackRock, Global Infrastructure Partners, and MGX have partnered to raise $100 billion to build AI infrastructure; the group will invest in datacenters and energy infrastructure to support demand for AI computing power, primarily in the United States. The group’s initial objective is to raise $30 billion, with long-term expectations of expanding it to $100 billion with additional debt financing. The partnership’s main focus will be on datacenters and the power supply needed to run giant AI applications. A group of Chinese researchers published a paper exploring memory in large language models. The scientists believe that LLMs have a unique type of memory similar to Schrödinger’s cat. The memory can only be observed when a question is asked. The universal approximation theorem (UAT) was used to explain how LLMs can dynamically fit inputs to outputs, making it appear to remember information. Experiments were run on LLMs by training them on poems, then testing the LLM’s ability to recall the poems based on very little information. It surprised me that the LLMs could remember entire poems based only on titles and authors, even though LLMs don’t store information in a traditional memory structure. The scientists wrapped up the experiment by comparing LLM memory to human cognition. They highlighted similarities and differences and emphasized the potential of the dynamic fitting capability for creativity and innovation. Artificial Intelligence (AI) (Paul Smith-Goodson) Microsoft, BlackRock, Global...

AMD is set to acquire ZT Systems for $4.9 billion, aiming to strengthen its position in the AI ecosystem. This acquisition is a strategic move to enhance AMD’s infrastructure capabilities and provide robust solutions for AI workloads. By integrating ZT Systems’ expertise, AMD plans to expand its offerings in the growing AI market. This development reflects the increasing focus on AI and infrastructure innovation in the tech industry. https://lnkd.in/gfRJp6VS #AMDAcquisition #ZTSytems #AIInfrastructure #TechInnovation #AIMarket #BusinessGrowth #TechnologyNews #AIExpansion #TechAcquisition #FutureOfAI #UnderstandingEnterpriseTech #EnterpriseTechnologyNow #EnterpriseTechnologyToday

We're happy to have Dr. Robert Sutor joining us this week on the #Rundown, since he covers #quantum and advanced computing for The Futurum Group. IBM made two important announcements in the quantum space this week. The first announcement was Qiskit, a quantum SDK that runs on #Python for quantum computers. This promises to bring quantum compute to a more mainstream audience and converting the underlying code to Rust. This solution is much faster than competing solutions from Google, Amazon, and Quantinuum. IBM is also putting together an app store for quantum applications and runtime functions, including from third-party developers. This matches the moves that we have seen in areas like cloud and #AI, and serves to push IBM as the leader in quantum computing. This and more on The #Rundown. Thank you Robert Sutor for cohosting with Stephen Foskett this week. Top Stories: Qualcomm to Buy Intel Corporation? KIOXIA America, Inc. No Longer Planning IPO Announcements from #Dreamforce Commvault Buys Clumio CISA Wants to Say Ciao to Ivanti EOL Units Veeam Software Acquires Alcion Qiskit and IBM's New Quantum Innovations Upcoming Tech Field Day Events: AI Data Infrastructure Field Day 1 - October 2 - 3 #AIDIFD1 Commvault Shift - October 8 - 9 #CommvaultShift Security Field Day 12 - October 16 - 17 #XFD12 Cloud Field Day 21 - October 23 - 24 #CFD21