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GPU Networking Basics, Part 2
Hey everyone! I was off the grid last week while attending Intel Vision. It was a significant moment for me, witnessing Intel CEO Lip-Bu Tan’s first public appearance at my inaugural event as an analyst: I had face-to-face meetings with executives, discussing the expected topics and some unexpected topics. What I learned at Intel Vision…
Google Cloud Next: New Digital Workflows and AI Agents To Redefine Work
In the rapidly evolving digital landscape, Google Cloud’s latest announcements at Google Cloud Next highlight a transformative shift in how we approach work. The integration of AI agents into workplace tools isn’t just enhancing productivity—it’s fundamentally reimagining the relationship between humans and technology in professional environments. The Creator Economy Comes to Enterprise Google’s recent innovations…
Microsoft’s Consumer Copilot: Your Personal AI Companion
This week at an event in Redmond that celebrated Microsoft’s 50 anniversary, Mustafa Suleyman, Executive Vice President and CEO of Microsoft AI unveiled a set of new capabilities that are turning Copilot into a personalized AI companion. True personalization begins when your Copilot develops a comprehensive understanding of you—your preferences, dislikes, and past behaviors. Memory…
Jensen, We’re With You. But We’re Not There Yet.
One thing stood out in NVIDIA’s GTC Financial Analyst Q&A: CEO Jensen Huang didn’t feel heard. His tone and demeanor suggested he was frustrated that his message wasn’t landing. Watch the event from ~12:03 to 13:00 or so in the video here. Jensen Huang: And we’re not just building a chip, we’re building networkings and switches…
GPU Networking Basics
We’re going to very gently discuss networking and GPUs. It’s an important topic, but it can feel boring or esoteric. Hang with me! Motivation Training an LLM requires a lot of floating point operations (FLOPs): Source How long to train these models? If a single GPU can produce about 2 PetaFLOP/s (2 * 10^15 floating…
HP Amplify 2025: AI-Powered Productivity Takes Center Stage
This week at HP’s annual Amplify Conference in Nashville, industry leaders are gathering under the theme ‘Driving the Future Together’ to explore how AI is reshaping the future of work. HP unveiled more than 80 new products across its portfolio, making a bold statement about its direction in the AI era with solving real pain…
