Recent first-party benchmarking data provides crucial insight into the cost-performance dynamics between custom ASICs and GPUs across both training and inference workloads. The data reveals a nuanced competitive landscape where ASICs demonstrate meaningful cost-performance advantages, particularly in inference scenarios, though the implications for market share are more complex than raw performance metrics might suggest. Cost-Performance…

The landscape of data center construction and design is undergoing a rapid transformation, driven primarily by the surge in artificial intelligence (AI) workloads and their unprecedented power demands. This shift is reshaping how data centers are designed, built, and operated. Central to this evolution is the stark contrast in power requirements between traditional and AI-focused…

Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs and customer testimonials Advancements…

What’s Significant Despite a beat, Arm’s stock was down after hours. One of the main challenges we feel facing investors is Arm is better evaluated on a yearly basis and not a quarterly one. Investors were negative due to a lower-guide for the next quarter which hinges solely on the timing of a customer deal.…